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00000cam a2200000 7i4500 |
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20170724093000.0 |
| 008 |
150903s2009 nju eng |
| 020 |
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|a 0470381132
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| 020 |
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|a 9780470381137
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| 050 |
0 |
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|a HG179
|b .P75 2009
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| 090 |
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|a HG179
|b .P75 2009
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| 245 |
0 |
4 |
|a Private wealth :
|b wealth management in practice
|c Stephen M. Horan
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| 260 |
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|a Hoboken, New Jersey :
|b John Wiley & Sons ,
|c c2009
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| 300 |
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|a ix, 564 p. :
|b ill. ;
|c 26 cm.
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| 504 |
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|a Includes bibliographical references and index
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| 505 |
0 |
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|a 1. The future of retirement planning -- 2. Is personal finance a science? -- 3. Lifetime financial advice : human capital, asset allocation, and insurance -- 4. The theory of optimal life-cycle saving and investing -- 5. Is conventional financial planning good for your financial health? -- 6. The life care annuity -- 7. The longevity annuity : an annuity for everyone? -- 8. A sustainable spending rate without simulation -- 9. Asset allocation without unobservable parameters -- 10. Investment management for taxable private investors -- 11. Core/satellite strategies for the high-net-worth investor -- 12. The higher equity risk premium created by taxation -- 13. Tax deferral and tax-loss harvesting -- 14. Tax management, loss harvesting, and HIFO accounting -- 15. Investing with a tax-efficient eye -- 16. Diversifying concentrated holdings -- 17. Hedging low-cost-basis stock -- 18. Tax-advantaged savings accounts and tax-efficient wealth accumulation -- 19. After-tax asset allocation -- 20. Withdrawal location with progressive tax rates -- 21. After-tax performance evaluation -- 22. Taxable benchmarks : the complexity increases -- 23. Explaining after-tax mutual fund performance
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| 650 |
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0 |
|a Finance, Personal
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| 650 |
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0 |
|a Investments
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| 650 |
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0 |
|a Retirement income
|x Planning
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| 700 |
1 |
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|a Horan, Stephen M. ,
|e author
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| 999 |
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|a 1000165227
|b Book
|c OPEN SHELF (30 DAYS)
|e Gong Badak Campus
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