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The role of ETFs in active tax management
Bouchey, Paul; Brunel, Jean L. P.; Li, Tianchuan - In: The journal of wealth management 19 (2016) 3, pp. 75-86
Persistent link: https://www.econbiz.de/10011615297
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Evaluating the performance of alternative strategies relative to long-only public market benchmarks
Brunel, Jean L. P. - In: The journal of wealth management : JWM 24 (2021) 3, pp. 128-142
Persistent link: https://www.econbiz.de/10012698240
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Extending the goals-based framework to comprise both investment and financial planning
Brunel, Jean L. P. - In: The journal of wealth management 22 (2020) 4, pp. 21-36
Persistent link: https://www.econbiz.de/10012302823
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Looking back at the past 25 years and forward to the next 25
Brunel, Jean L. P. - In: The journal of wealth management : JWM 26 (2023) 1, pp. 14-19
Persistent link: https://www.econbiz.de/10014317177