Table of Contents

Article

• Open Access

  Editor’s Letter

  Jean L.P. Brunel

  The Journal of Wealth Management Summer 2014, 17 (1) 1-4; DOI: https://doi.org/10.3905/jwm.2014.17.1.001
• You have access

  The Institutionalization of Family Offices in Brazil

  Caroline de Oliveira Orth, Clea Beatriz Macagnan and João Zani

  The Journal of Wealth Management Summer 2014, 17 (1) 9-13; DOI: https://doi.org/10.3905/jwm.2014.17.1.009
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  The Influence of a Family Business
  on Portfolio Management: An Asset-Liability Management Approach

  Stephen M. Horan and Robert R. Johnson

  The Journal of Wealth Management Summer 2014, 17 (1) 14-30; DOI: https://doi.org/10.3905/jwm.2014.17.1.014
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  Lender of First Resort: Time to Refinance the Estate?

  Bruce Paulson, Jim Brennan and Tim Tallach

  The Journal of Wealth Management Summer 2014, 17 (1) 31-39; DOI: https://doi.org/10.3905/jwm.2014.17.1.031
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  The Economics of Using a Charitable Remainder Trust to Fund a Retirement Portfolio

  John C. Yeoman

  The Journal of Wealth Management Summer 2014, 17 (1) 40-50; DOI: https://doi.org/10.3905/jwm.2014.17.1.040
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  The Efficacy of Trading Based on Moving Average
  Indicators: An Extension

  Steven D. Dolvin

  The Journal of Wealth Management Summer 2014, 17 (1) 52-57; DOI: https://doi.org/10.3905/jwm.2014.17.1.052
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  Tactical Asset Allocation with Macroeconomic Factors

  James Chong and G. Michael Phillips

  The Journal of Wealth Management Summer 2014, 17 (1) 58-69; DOI: https://doi.org/10.3905/jwm.2014.17.1.058
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  Is Industry Classification Useful to Predict U.S. Stock
  Price Co-Movements?

  Daniele Lamponi

  The Journal of Wealth Management Summer 2014, 17 (1) 71-77; DOI: https://doi.org/10.3905/jwm.2014.17.1.071
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  Rankings of the Largest 25 Hedge Funds during the
  2009–2013 Period

  Greg N. Gregoriou and Maher Kooli

  The Journal of Wealth Management Summer 2014, 17 (1) 78-85; DOI: https://doi.org/10.3905/jwm.2014.17.1.078
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  BOOK REVIEW

  Greg N. Gregoriou

  The Journal of Wealth Management Summer 2014, 17 (1) 86-88; DOI: https://doi.org/10.3905/jwm.2014.17.1.086
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  BOOK REVIEW

  Jean L.P. Brunel

  The Journal of Wealth Management Summer 2014, 17 (1) 89-91; DOI: https://doi.org/10.3905/jwm.2014.17.1.089