Advances in financial technology have led to the development of easy-to-use online
platforms known as robo-advisors or digital-advisors, offering automated investment and …

Over the past decade robo-advisors have gone from offerings from a handful of start-ups to
an established and fast growing segment of the wealth management industry. Robo …

This article investigates digital objects in video games as an alternative investment from
2015 to 2020. The authors use the Steam Community Market of the Counter-Strike Global …

This article introduces one key concept from the author's most recent book and explores
some of its applications. The concept is that a dollar in a tax-deferred account, such as a 401 …

I characterize the wealth management literature that The Journal of Wealth Management
helped define over the last quarter century and then assess its impact. Eight key areas of …

The issue of the attractiveness of the deductible IRA versus Roth IRA is revisited by
combining the contribution phase with the withdrawal phase in the analysis. Previous …

The most prevalent methods of incorporating taxes into the portfolio construction process are
the preliminary adjustment of asset allocation inputs for taxes and the postoptimization …

This study investigates how two portfolios, both holding Treasury bonds and the passively
managed US stock market index but utilizing opposite location strategies, would have …

Taxes are an important component of investing that is commonly overlooked in both the
literature and in practice. For example, many understand that taxes will reduce an …