The Journal of Wealth Management

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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, jwm.2021.1.154; DOI: https://doi.org/10.3905/jwm.2021.1.154

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Further on the Returns to Non-Traded REITs
Joshua Mallett and Craig McCann

The Journal of Wealth Management Winter 2021, jwm.2021.1.153; DOI: https://doi.org/10.3905/jwm.2021.1.153

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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, jwm.2021.1.152; DOI: https://doi.org/10.3905/jwm.2021.1.152

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Does Change in Ted Spread Impact Bank Stock Returns?
Srinivas Nippani, Augustine C. Arize and D. K. Malhotra

The Journal of Wealth Management Winter 2021, jwm.2021.1.151; DOI: https://doi.org/10.3905/jwm.2021.1.151
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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, jwm.2021.1.149; DOI: https://doi.org/10.3905/jwm.2021.1.149

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The Argument for Bonds in Strategic Asset Allocation
Aron Gottesman and Matthew Morey

The Journal of Wealth Management Winter 2021, jwm.2021.1.150; DOI: https://doi.org/10.3905/jwm.2021.1.150

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Using a Simple Technical Analysis Indicator to Guide Asset Allocation Decisions
Bryan Foltice and Steven Dolvin

The Journal of Wealth Management Winter 2021, jwm.2021.1.148; DOI: https://doi.org/10.3905/jwm.2021.1.148
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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, jwm.2021.1.146; DOI: https://doi.org/10.3905/jwm.2021.1.146

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Income Investing in a Low Yield Environment
David M. Blanchett

The Journal of Wealth Management Winter 2021, jwm.2021.1.147; DOI: https://doi.org/10.3905/jwm.2021.1.147

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Targeted Wealth Management for Prospect Theory Investors
Jordan Moore

The Journal of Wealth Management Winter 2021, jwm.2021.1.145; DOI: https://doi.org/10.3905/jwm.2021.1.145