Table of Contents

Article

• Open Access

  Editor’s Letter

  Jean L.P. Brunel

  The Journal of Wealth Management Fall 2016, 19 (2) 1-3; DOI: https://doi.org/10.3905/jwm.2016.19.2.001
• You have access

  Pick Your Battles: The Intersection of Investment Strategy, Tax, and Compounding Returns

  Stuart Lucas and Alejandro Sanz

  The Journal of Wealth Management Fall 2016, 19 (2) 9-16; DOI: https://doi.org/10.3905/jwm.2016.19.2.009
• You have access

  Reduce Risk and Enhance Wealth Transfer in Your GRAT

  Todd Retzlaff

  The Journal of Wealth Management Fall 2016, 19 (2) 17-22; DOI: https://doi.org/10.3905/jwm.2016.19.2.017
• You have access

  The Erosion of Portfolio Loss Tolerance over Time:
  Defining, Defending, and Discussing

  Franklin J. Parker

  The Journal of Wealth Management Fall 2016, 19 (2) 23-31; DOI: https://doi.org/10.3905/jwm.2016.19.2.023
• You have access

  Selecting Portfolio Solutions Based on the
  Attitude Toward Loss

  Jürgen Vandenbroucke

  The Journal of Wealth Management Fall 2016, 19 (2) 32-40; DOI: https://doi.org/10.3905/jwm.2016.19.2.032
• You have access

  Portfolio Selection in a Goal-Based Setting

  Franklin J. Parker

  The Journal of Wealth Management Fall 2016, 19 (2) 41-46; DOI: https://doi.org/10.3905/jwm.2016.19.2.041
• You have access

  Asset Allocation Theory and Practice in Australian Investment Management

  Lujer Santacruz

  The Journal of Wealth Management Fall 2016, 19 (2) 47-67; DOI: https://doi.org/10.3905/jwm.2016.19.2.047
• You have access

  U.S. Presidential Politics and the Asset Allocation
  Decisions of Individual Investors

  Carlos A. Colón-De-Armas and Javier Rodríguez

  The Journal of Wealth Management Fall 2016, 19 (2) 68-72; DOI: https://doi.org/10.3905/jwm.2016.19.2.068
• You have access

  ESG Investing: A Simple Approach

  James Chong and G. Michael Phillips

  The Journal of Wealth Management Fall 2016, 19 (2) 73-88; DOI: https://doi.org/10.3905/jwm.2016.19.2.073
• You have access

  Constructing a Passive Global Stock Market Portfolio from a Multigenerational Family Office Perspective

  Daniel Ziggel and Christian Armbruester

  The Journal of Wealth Management Fall 2016, 19 (2) 89-99; DOI: https://doi.org/10.3905/jwm.2016.19.2.089
• You have access

  Mutual Fund “Soft-Dollar” Arrangements: Analysis
  and Findings

  John A. Haslem

  The Journal of Wealth Management Fall 2016, 19 (2) 101-107; DOI: https://doi.org/10.3905/jwm.2016.19.2.101