Implied volatility of oil futures options surrounding OPEC meetings
SM Horan, JH Peterson, J Mahar - The Energy Journal, 2004 - journals.sagepub.com
This study examines implied volatility from options on crude oil futures surrounding OPEC
meetings. Studies suggest that the implied volatility embedded in option prices should drift …
meetings. Studies suggest that the implied volatility embedded in option prices should drift …
[BOOK][B] The new wealth management: the financial advisor's guide to managing and investing client assets
H Evensky, SM Horan, TR Robinson - 2011 - books.google.com
… Two co-authors have also been added to the mix, Stephen Horan and Thomas Robinson; …
Most readers are probably familiar with Stephen Horan, because he has been the manager …
Most readers are probably familiar with Stephen Horan, because he has been the manager …
Perspectives from the literature of private wealth management
WW Jennings, SM Horan… - The Journal of …, 2011 - search.proquest.com
Private wealth management is the investment management specialization focused on high-net-worth
individuals and families. Portfolio design and investment solutions in private wealth …
individuals and families. Portfolio design and investment solutions in private wealth …
Two key concepts for wealth management and beyond
W Reichenstein, SM Horan… - Financial Analysts …, 2015 - Taylor & Francis
Asset allocation is profoundly influenced by at least two underappreciated concepts. First,
tax-deferred accounts—for example, 401(k)s—are like partnerships in which the investor owns …
tax-deferred accounts—for example, 401(k)s—are like partnerships in which the investor owns …
Withdrawal location with progressive tax rates
SM Horan - Financial Analysts Journal, 2006 - Taylor & Francis
Optimal withdrawal strategies are developed for retirees with multiple types of tax-advantaged
savings accounts. In an environment of progressive tax rates, the ability to convert pretax …
savings accounts. In an environment of progressive tax rates, the ability to convert pretax …
Tax-aware investment management practice
SM Horan, D Adler - The Journal of Wealth Management, 2009 - search.proquest.com
The authors examine the tax-aware investment practices of investment managers managing
taxable accounts. Their sample of mostly well-experienced CFA charter holders exhibits a …
taxable accounts. Their sample of mostly well-experienced CFA charter holders exhibits a …
Optimal withdrawal strategies for retirees with multiple savings accounts
SM Horan - Journal of Financial Planning, 2006 - search.proquest.com
Analyzing tax-efficient withdrawal policies, which is the focus of this paper, has attracted less
attention. This paper develops a model that focuses on the salient features of the tax code, …
attention. This paper develops a model that focuses on the salient features of the tax code, …
Can third-party payments benefit the principal?: The case of soft dollar brokerage
SM Horan, DB Johnsen - International Review of Law and Economics, 2008 - Elsevier
In a typical soft dollar arrangement, a security broker provides an institutional portfolio
manager with credits to buy research from independent vendors in consideration for the …
manager with credits to buy research from independent vendors in consideration for the …
An analysis of nondeductible IRA contributions and Roth IRA conversions
SM Horan, JH Peterson, R McLeod - Financial Services Review, 1997 - Elsevier
On average investors have an income replacement rate of 64% of their pre-retirement income,
which in many cases results in a lower tax rate in retirement. We analyze the impact of …
which in many cases results in a lower tax rate in retirement. We analyze the impact of …
Tax-Adjusted Portfolio Optimization and Asset Location: Extensions and Synthesis
SM Horan, A Al Zaman - The Journal of Wealth Management, 2008 - search.proquest.com
Abstract Models developed in a pretax framework do not necessarily apply in an after-tax
framework, and this notion certainly applies to portfolio optimization. This article derives …
framework, and this notion certainly applies to portfolio optimization. This article derives …