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The Journal of Wealth Management

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Perspectives from the Literature of Private Wealth Management

William W. Jennings, Stephen M. Horan, William Reichenstein and Jean L.P. Brunel
The Journal of Wealth Management Summer 2011, 14 (1) 8-40; DOI: https://doi.org/10.3905/jwm.2011.14.1.008
William W. Jennings
is a professor of finance and investments at the U.S. Air Force Academy in Colorado Springs, CO.
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  • For correspondence: wj@williamjennings.com
Stephen M. Horan
is the head of University Relations and Private Wealth Management at CFA Institute in Charlottesville, VA.
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  • For correspondence: stephen.horan@cfainstitute.org
William Reichenstein
holds the Pat and Thomas R. Powers Chair in Investment Management at Baylor University in Waco, TX, and is a principal at Retiree, Inc. in Leawood, KS.
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  • For correspondence: Bill_Reichenstein@baylor.edu
Jean L.P. Brunel
is a managing principal of Brunel Associates in Bonita Springs, FL, a chairman of the Investment Committee of GenSpring Family Offices, and editor of The Journal of Wealth Management in New York, NY.
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  • For correspondence: jean@brunelassociates.com
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The Journal of Wealth Management: 14 (1)
The Journal of Wealth Management
Vol. 14, Issue 1
Summer 2011
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Perspectives from the Literature of Private Wealth Management
William W. Jennings, Stephen M. Horan, William Reichenstein, Jean L.P. Brunel
The Journal of Wealth Management Apr 2011, 14 (1) 8-40; DOI: 10.3905/jwm.2011.14.1.008

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Perspectives from the Literature of Private Wealth Management
William W. Jennings, Stephen M. Horan, William Reichenstein, Jean L.P. Brunel
The Journal of Wealth Management Apr 2011, 14 (1) 8-40; DOI: 10.3905/jwm.2011.14.1.008
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  • Article
    • Abstract
    • STRATEGIC ASSET ALLOCATION AND INVESTMENT POLICY
    • PORTFOLIO IMPLEMENTATION
    • SAVING AND SPENDING STRATEGIES
    • CONCENTRATED HOLDINGS OF LOW-BASIS STOCK
    • TAX MANAGEMENT
    • ESTATE PLANNING
    • BEHAVIORAL FINANCE
    • LEGAL AND ETHICAL CONCERNS
    • TAX-ADJUSTED PERFORMANCE EVALUATION
    • FAMILY MANAGEMENT ISSUES
    • KEEPING CURRENT
    • ENDNOTE
    • REFERENCES
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