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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

  • Home
  • Current Issue
  • Past Issues
  • Videos
  • Submit an article
  • More
    • About JWM
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Latest Articles

  • Open Access
    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
  • You have access
    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
  • You have access
    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
  • You have access
    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
  • You have access
    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
  • You have access
    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
  • You have access
    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
  • You have access
    Concepts, Components, and Collections of Trading Strategies and Market Color
    Ravi Kashyap
    The Journal of Wealth Management Winter 2019, 22 (3) 115-128; DOI: https://doi.org/10.3905/jwm.2019.1.082

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