Private wealth : wealth management in practice
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| Format: | Book |
| Language: | English |
| Published: |
Hoboken, New Jersey :
John Wiley & Sons ,
c2009
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Table of Contents:
- 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