Table of Contents

Fall 2017; Volume 20,Issue 2

A

  1. Albrecht, Steven

    1. The Impact of Net Unrealized Appreciation Election and Company-Owned Stock in a Tax-Exempt Structure
      Steven Albrecht
      The Journal of Wealth Management Fall 2017, 20 (2) 16-22; DOI: https://doi.org/10.3905/jwm.2017.20.2.016

  2. Arnold, Tom

    1. Excel Calculators for Determining Retirement Accumulation and Disbursement Information
      Tom Arnold, John H. Earl, Cassandra D. Marshall and Adam Schwartz
      The Journal of Wealth Management Fall 2017, 20 (2) 94-101; DOI: https://doi.org/10.3905/jwm.2017.20.2.094

B

  1. Brunel, Jean L.P.

    1. Open Access
      Editor’s Letter
      Jean L.P. Brunel
      The Journal of Wealth Management Fall 2017, 20 (2) 1-4; DOI: https://doi.org/10.3905/jwm.2017.20.2.001
    2. Book Review
      Economics for Independent Thinkers: A Practical, No-Nonsense Guide to Understanding Economic Risks
      Jean L.P. Brunel
      The Journal of Wealth Management Fall 2017, 20 (2) 102-103; DOI: https://doi.org/10.3905/jwm.2017.20.2.102

  2. Bu, Qiang

    1. Do Persistent Fund Alphas Indicate Manager Skill?
      Qiang Bu
      The Journal of Wealth Management Fall 2017, 20 (2) 82-93; DOI: https://doi.org/10.3905/jwm.2017.20.2.082

C

  1. Chakraborty, Atreya

    1. The EVA Style Approach to Tactical Asset Allocation
      Atreya Chakraborty, James L. Grant and Emery A. Trahan
      The Journal of Wealth Management Fall 2017, 20 (2) 41-53; DOI: https://doi.org/10.3905/jwm.2017.20.2.041

D

  1. Dolvin, Steven

    1. Where Has the Trend Gone? An Update on Momentum Returns in the U.S. Stock Market
      Steven Dolvin and Bryan Foltice
      The Journal of Wealth Management Fall 2017, 20 (2) 29-40; DOI: https://doi.org/10.3905/jwm.2017.20.2.029

E

  1. Earl, John H.

    1. Excel Calculators for Determining Retirement Accumulation and Disbursement Information
      Tom Arnold, John H. Earl, Cassandra D. Marshall and Adam Schwartz
      The Journal of Wealth Management Fall 2017, 20 (2) 94-101; DOI: https://doi.org/10.3905/jwm.2017.20.2.094

F

  1. Foltice, Bryan

    1. Where Has the Trend Gone? An Update on Momentum Returns in the U.S. Stock Market
      Steven Dolvin and Bryan Foltice
      The Journal of Wealth Management Fall 2017, 20 (2) 29-40; DOI: https://doi.org/10.3905/jwm.2017.20.2.029

  2. Fong, Wai Mun

    1. Beating the Market: Dollar-Cost Averaging with the
      Profitable Dividend Yield Strategy
      Wai Mun Fong
      The Journal of Wealth Management Fall 2017, 20 (2) 54-66; DOI: https://doi.org/10.3905/jwm.2017.20.2.054

G

  1. Grant, James L.

    1. The EVA Style Approach to Tactical Asset Allocation
      Atreya Chakraborty, James L. Grant and Emery A. Trahan
      The Journal of Wealth Management Fall 2017, 20 (2) 41-53; DOI: https://doi.org/10.3905/jwm.2017.20.2.041

H

  1. Hallerbach, Winfried G.

    1. If You Have Said A, You Must Also Say B: Calculating Diversified Asset Returns
      Winfried G. Hallerbach
      The Journal of Wealth Management Fall 2017, 20 (2) 76-81; DOI: https://doi.org/10.3905/jwm.2017.20.2.076

L

  1. Lamponi, Daniele

    1. The Life Cycle of Dividend Futures and the Dividend Risk Premium: A Practitioner’s Perspective
      Daniele Lamponi and David Latto
      The Journal of Wealth Management Fall 2017, 20 (2) 67-75; DOI: https://doi.org/10.3905/jwm.2017.20.2.067

  2. Latto, David

    1. The Life Cycle of Dividend Futures and the Dividend Risk Premium: A Practitioner’s Perspective
      Daniele Lamponi and David Latto
      The Journal of Wealth Management Fall 2017, 20 (2) 67-75; DOI: https://doi.org/10.3905/jwm.2017.20.2.067

  3. Lucas, Stuart E.

    1. The 50% Rule: Keep More Profit in Your Wallet
      Stuart E. Lucas and Alejandro Sanz
      The Journal of Wealth Management Fall 2017, 20 (2) 23-28; DOI: https://doi.org/10.3905/jwm.2017.20.2.023

M

  1. Marshall, Cassandra D.

    1. Excel Calculators for Determining Retirement Accumulation and Disbursement Information
      Tom Arnold, John H. Earl, Cassandra D. Marshall and Adam Schwartz
      The Journal of Wealth Management Fall 2017, 20 (2) 94-101; DOI: https://doi.org/10.3905/jwm.2017.20.2.094

R

  1. Roberts, Douglas

    1. Can Simple Asset Allocation Strategies Outperform the Ivy League Endowments?
      Douglas Roberts
      The Journal of Wealth Management Fall 2017, 20 (2) 9-15; DOI: https://doi.org/10.3905/jwm.2017.20.2.009

S

  1. Sanz, Alejandro

    1. The 50% Rule: Keep More Profit in Your Wallet
      Stuart E. Lucas and Alejandro Sanz
      The Journal of Wealth Management Fall 2017, 20 (2) 23-28; DOI: https://doi.org/10.3905/jwm.2017.20.2.023

  2. Schwartz, Adam

    1. Excel Calculators for Determining Retirement Accumulation and Disbursement Information
      Tom Arnold, John H. Earl, Cassandra D. Marshall and Adam Schwartz
      The Journal of Wealth Management Fall 2017, 20 (2) 94-101; DOI: https://doi.org/10.3905/jwm.2017.20.2.094

T

  1. Trahan, Emery A.

    1. The EVA Style Approach to Tactical Asset Allocation
      Atreya Chakraborty, James L. Grant and Emery A. Trahan
      The Journal of Wealth Management Fall 2017, 20 (2) 41-53; DOI: https://doi.org/10.3905/jwm.2017.20.2.041
Back to top

Explore our content to discover more relevant research

In this issue