Table of Contents

Article

• Open Access

  Editor’s Letter

  Jean L.P. Brunel

  The Journal of Wealth Management Spring 2013, 15 (4) 1-3; DOI: https://doi.org/10.3905/jwm.2013.15.4.001
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  Recognizing Investor “Comfort” Assets in Portfolio Optimization

  Steven Dym

  The Journal of Wealth Management Spring 2013, 15 (4) 9-16; DOI: https://doi.org/10.3905/jwm.2013.15.4.009
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  Defining an Individual’s Critical Wealth Level

  Brian Boscaljon

  The Journal of Wealth Management Spring 2013, 15 (4) 17-28; DOI: https://doi.org/10.3905/jwm.2013.15.4.017
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  The Taxation Paradox: It’s Global, Not Local

  Stephen M. Horan, Robert R. Johnson and Thomas R. Robinson

  The Journal of Wealth Management Spring 2013, 15 (4) 29-40; DOI: https://doi.org/10.3905/jwm.2013.15.4.029
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  Learn More About the Equal Sector Strategy
  of Select Sector SPDRs

  Alexander Conconi, Monica Demidow, Peter Klein and Jijun Niu

  The Journal of Wealth Management Spring 2013, 15 (4) 41-48; DOI: https://doi.org/10.3905/jwm.2013.15.4.041
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  Portfolio Size Revisited

  James Chong and G. Michael Phillips

  The Journal of Wealth Management Spring 2013, 15 (4) 49-60; DOI: https://doi.org/10.3905/jwm.2013.15.4.049
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  Bad Bond Math: An Object Lesson Using
  Bloomberg’s After-Tax Yields on Market Discount Bonds

  Donald J. Smith

  The Journal of Wealth Management Spring 2013, 15 (4) 61-67; DOI: https://doi.org/10.3905/jwm.2013.15.4.061
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  Financially Diversified Portfolios with Alternative Investments: The Impact of Life Settlements

  Nuria Bajo Davó, Carmen Mendoza Resco and Manuel Monjas Barroso

  The Journal of Wealth Management Spring 2013, 15 (4) 69-87; DOI: https://doi.org/10.3905/jwm.2013.15.4.069
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  Biotechnology ETFs: Performance Analysis
  and Demystifying the Correlation Matrix

  Manu Sharma, Rajnish Aggarwal and Esha Prashar

  The Journal of Wealth Management Spring 2013, 15 (4) 88-93; DOI: https://doi.org/10.3905/jwm.2013.15.4.088
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  Ucits: Can They Bring Funds of Hedge Funds On-Shore?

  Nils S. Tuchschmid and Erik Wallerstein

  The Journal of Wealth Management Spring 2013, 15 (4) 94-109; DOI: https://doi.org/10.3905/jwm.2013.15.4.094
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  Satisfaction and Financial Predation: A Large Group
  Study Revealing Their Mathematical Link

  Olivier Mesly

  The Journal of Wealth Management Spring 2013, 15 (4) 110-123; DOI: https://doi.org/10.3905/jwm.2013.15.4.110