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The Journal of Wealth Management
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The Journal of Wealth Management

The Journal of Wealth Management

ADVANCED SEARCH: Discover more content by journal, author or time frame

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Index by author

Winter 2021; Volume 24,Issue 3

Editor’s Letter

  • Open Access
    Editor’s Letter
    Brunel Jean L. P.
    The Journal of Wealth Management Winter 2021, 24 (3) 1-4; DOI: https://doi.org/10.3905/jwm.2021.24.3.001

Targeted Wealth Management for Prospect Theory Investors

  • You have access
    Targeted Wealth Management for Prospect Theory Investors
    Jordan Moore
    The Journal of Wealth Management Winter 2021, 24 (3) 11-30; DOI: https://doi.org/10.3905/jwm.2021.1.145

Using a Simple Technical Analysis Indicator to Guide Asset Allocation Decisions

  • You have access
    Using a Simple Technical Analysis Indicator to Guide Asset Allocation Decisions
    Bryan Foltice and Steven Dolvin
    The Journal of Wealth Management Winter 2021, 24 (3) 31-41; DOI: https://doi.org/10.3905/jwm.2021.1.148

The Argument for Bonds in Strategic Asset Allocation

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    The Argument for Bonds in Strategic Asset Allocation
    Aron Gottesman and Matthew Morey
    The Journal of Wealth Management Winter 2021, 24 (3) 43-57; DOI: https://doi.org/10.3905/jwm.2021.1.150

Income Investing in a Low-Yield Environment

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    Income Investing in a Low-Yield Environment
    David M. Blanchett
    The Journal of Wealth Management Winter 2021, 24 (3) 58-70; DOI: https://doi.org/10.3905/jwm.2021.1.147

Limitation on Trader Fund Losses under the CARES Act of 2020

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    Limitation on Trader Fund Losses under the CARES Act of 2020
    Nathan Sosner and Roxana Steblea-Lora
    The Journal of Wealth Management Winter 2021, 24 (3) 71-89; DOI: https://doi.org/10.3905/jwm.2021.1.152

The Financial and Tax Considerations of Social Security and Early Retirement

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    The Financial and Tax Considerations of Social Security and Early Retirement
    Stephen Kuselias, Stephen J. Perreault and Michael Shafer
    The Journal of Wealth Management Winter 2021, 24 (3) 90-98; DOI: https://doi.org/10.3905/jwm.2021.1.154

Does a Change in the TED Spread Impact Bank Stock Returns?

  • You have access
    Does a Change in the TED Spread Impact Bank Stock Returns?
    Srinivas Nippani, Augustine C. Arize and D. K. Malhotra
    The Journal of Wealth Management Winter 2021, 24 (3) 99-112; DOI: https://doi.org/10.3905/jwm.2021.1.151

Further on the Returns to Non-Traded REITs

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    Further on the Returns to Non-Traded REITs
    Joshua Mallett and Craig McCann
    The Journal of Wealth Management Winter 2021, 24 (3) 113-127; DOI: https://doi.org/10.3905/jwm.2021.1.153

Evaluating the Performance of Alternative Strategies Relative to Long-Only Public Market Benchmarks

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    Evaluating the Performance of Alternative Strategies Relative to Long-Only Public Market Benchmarks
    Jean L. P. Brunel
    The Journal of Wealth Management Winter 2021, 24 (3) 128-142; DOI: https://doi.org/10.3905/jwm.2021.1.146

Robo-Advisors Today and Tomorrow: Investment Advice Is Just an App Away

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    Robo-Advisors Today and Tomorrow: Investment Advice Is Just an App Away
    Adam Grealish and Petter N. Kolm
    The Journal of Wealth Management Winter 2021, 24 (3) 144-155; DOI: https://doi.org/10.3905/jwm.2021.1.149
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The Journal of Wealth Management: 24 (3)
The Journal of Wealth Management
Vol. 24, Issue 3
Winter 2021
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