The Journal of Wealth Management

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Editor’s Letter
Jean L.P. Brunel

The Journal of Wealth Management Spring 2020, 22 (4) 1-3; DOI: https://doi.org/10.3905/jwm.2020.22.4.001
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Extending the Goals-Based Framework to Comprise Both Investment and Financial Planning
Jean L. P. Brunel

The Journal of Wealth Management Spring 2020, 22 (4) 21-36; DOI: https://doi.org/10.3905/jwm.2019.1.096
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An Excel Calculator for Determining Student Loan Information
Tom Arnold, John H. Earl and Cassandra D. Marshall

The Journal of Wealth Management Spring 2020, 22 (4) 133-139; DOI: https://doi.org/10.3905/jwm.2019.1.092
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Do Health Care Mutual Funds Provide Healthy Risk-Adjusted Returns?
Srinidhi Kanuri and Davinder Malhotra

The Journal of Wealth Management Spring 2020, 22 (4) 90-103; DOI: https://doi.org/10.3905/jwm.2019.1.090
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Diversification Benefits, Where Art Thou?
Sam Pittman, Amneet Singh and Sangeetha Srinivasan

The Journal of Wealth Management Winter 2019, 22 (3) 70-84; DOI: https://doi.org/10.3905/jwm.2019.1.081
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The Impact of Macroeconomic Determinants on the S&P Energy, S&P Industrial, S&P IPO, and S&P Telecom Indexes of the BSE
Aakruthi A. Alarnkar

The Journal of Wealth Management Winter 2019, 22 (3) 103-114; DOI: https://doi.org/10.3905/jwm.2019.1.086
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Markowitz Portfolios with Graham Bands in the Accumulation Phase
Paul Hagelstein, Isabella Lackner, James Otto, Austin Perona and Robert Piziak

The Journal of Wealth Management Winter 2019, 22 (3) 41-48; DOI: https://doi.org/10.3905/jwm.2019.1.084
Open Access
Editor’s Letter
Jean L.P. Brunel

The Journal of Wealth Management Winter 2019, 22 (3) 1-4; DOI: https://doi.org/10.3905/jwm.2019.22.3.001
You have access
Should Taxable Investors Shun Dividends?
Ronen Israel, Joseph Liberman, Nathan Sosner and Lixin Wang

The Journal of Wealth Management Winter 2019, 22 (3) 49-69; DOI: https://doi.org/10.3905/jwm.2019.1.080
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Attributes and Implications of Mutual Fund Revenue Sharing and “Defensive” 12b-1 Fees
John A. Haslem

The Journal of Wealth Management Winter 2019, 22 (3) 134-139; DOI: https://doi.org/10.3905/jwm.2019.1.085

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