Table of Contents

Primary Article

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  Modern Portfolio Theory, Estate Taxes, and Investor Allocation

  James (Jay) E. Hughes

  The Journal of Wealth Management Spring 1998, 1 (1) 8-11; DOI: https://doi.org/10.3905/jwm.1998.409794
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  Why Active Fund Managers Often Underperform the S&P 500

  David L. Ikenberry, Richard L. Shockley and Kent L. Womack

  The Journal of Wealth Management Spring 1998, 1 (1) 13-26; DOI: https://doi.org/10.3905/jwm.1998.13
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  An Empirical Investigation into the Components of Long-Term Municipal Bond Yields

  Austin Murphy

  The Journal of Wealth Management Spring 1998, 1 (1) 27-36; DOI: https://doi.org/10.3905/jwm.1998.409792
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  Asset Allocation for Private Investors

  Roberto Apelfeld and Jean L.P. Brunel

  The Journal of Wealth Management Spring 1998, 1 (1) 37-53; DOI: https://doi.org/10.3905/jwm.1998.409793
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  After-Tax Asset Allocation and the Diversification of Concentrated Low Cost-Basis Holdings

  Nancy L. Jacob

  The Journal of Wealth Management Spring 1998, 1 (1) 55-66; DOI: https://doi.org/10.3905/jwm.1998.409791
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  A Second Look at Absolute Return Strategies

  Jean L.P. Brunel

  The Journal of Wealth Management Spring 1998, 1 (1) 67-78; DOI: https://doi.org/10.3905/jwm.1998.409790