Table of Contents

Article

• Open Access

  Editor’s Letter

  Jean L.P Brunel

  The Journal of Wealth Management Winter 2009, 12 (3) 1-4; DOI: https://doi.org/10.3905/jwm.2009.12.3.001
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  Strategies for Maximizing Social Security Benefits: A Reply

  Stephen M Horan

  The Journal of Wealth Management Winter 2009, 12 (3) 9-12; DOI: https://doi.org/10.3905/jwm.2009.12.3.009
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  Getting Off the Fence: A Dynamic Wealth Transfer Strategy to Solve the Procrastinator’s Dilemma

  Andrew S Auchincloss and Gregory D Singer

  The Journal of Wealth Management Winter 2009, 12 (3) 13-19; DOI: https://doi.org/10.3905/jwm.2009.12.3.013
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  An Overview of the Family Investment Enterprise: What Is the FIE, Why Use the FIE, and How Is the FIE Created and Implemented for a Family Considering Its Use?

  Anthony K McEahern and Scott A Winget

  The Journal of Wealth Management Winter 2009, 12 (3) 20-38; DOI: https://doi.org/10.3905/jwm.2009.12.3.020
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  Private Bankers on Private Banking: Financial Risks and Asset/Liability Management

  Noël Amenc, Felix Goltz and David Schröder

  The Journal of Wealth Management Winter 2009, 12 (3) 39-50; DOI: https://doi.org/10.3905/jwm.2009.12.3.039
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  Integrating Asset-Liability Risk Management with Portfolio Optimization for Individual Investors

  Travis L Jones and Jack Brown

  The Journal of Wealth Management Winter 2009, 12 (3) 51-60; DOI: https://doi.org/10.3905/jwm.2009.12.3.051
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  Strategic Asset Allocation: Determining the Optimal Portfolio with Ten Asset Classes

  Niels Bekkers, Ronald Q Doeswijk and Trevin W Lam

  The Journal of Wealth Management Winter 2009, 12 (3) 61-77; DOI: https://doi.org/10.3905/jwm.2009.12.3.061
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  Is There Momentum in Cross-Sectional Anomalies?

  Jarkko Peltomäki and Emilia Peni

  The Journal of Wealth Management Winter 2009, 12 (3) 78-88; DOI: https://doi.org/10.3905/jwm.2009.12.3.078
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  Benchmarking the PEG Ratio

  Jacques A Schnabel

  The Journal of Wealth Management Winter 2009, 12 (3) 89-94; DOI: https://doi.org/10.3905/jwm.2009.12.3.089
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  Do Dow Stocks Offer a Value Premium?

  Jin-Gil Jeong, Youngho Lee and Sandip Mukherji

  The Journal of Wealth Management Winter 2009, 12 (3) 95-103; DOI: https://doi.org/10.3905/jwm.2009.12.3.095
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  Is “Sell in May and Go Away” a Valid Strategy for U.S. Equity Allocation?

  Charles P Jones and Leonard L Lundstrum

  The Journal of Wealth Management Winter 2009, 12 (3) 104-112; DOI: https://doi.org/10.3905/jwm.2009.12.3.104
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  Consistent Dividend Growth Investment Strategies

  Owain ap Gwilym, Andrew D Clare, James Seaton and Stephen H Thomas

  The Journal of Wealth Management Winter 2009, 12 (3) 113-124; DOI: https://doi.org/10.3905/jwm.2009.12.3.113
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  A Reassessment of the Performance of American Depository Receipts: The Brazilian Experience

  R Stephen Elliott and Mark Schaub

  The Journal of Wealth Management Winter 2009, 12 (3) 125-131; DOI: https://doi.org/10.3905/jwm.2009.12.3.125