Table of Contents

Fall 2016; Volume 19,Issue 2

A

  1. Armbruester, Christian

    1. 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

B

  1. Brunel, Jean L.P.

    1. 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

C

  1. Chong, James

    1. 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

  2. Colón-De-Armas, Carlos A.

    1. 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

H

  1. Haslem, John A.

    1. 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

L

  1. Lucas, Stuart

    1. 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

P

  1. Parker, Franklin J.

    1. 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
    2. 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

  2. Phillips, G. Michael

    1. 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

R

  1. Retzlaff, Todd

    1. 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

  2. Rodríguez, Javier

    1. 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

S

  1. Santacruz, Lujer

    1. 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

  2. Sanz, Alejandro

    1. 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

V

  1. Vandenbroucke, Jürgen

    1. 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

Z

  1. Ziggel, Daniel

    1. 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
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