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Wealth : Strategies to Grow and Protect What Matters

Rojeck, Richard P. - 2024 - 2nd ed. 2024.

1. Wealth -- 2. Your Legacy -- 3. Family Governance -- 4. Estate Tax Planning -- 5. Charitable Planning -- 6. Business Succession -- 7. Asset Protection Planning -- 8. Life Insurance -- 9. Investment Fundamentals -- 10. Principles of Portfolio Management -- 11. Income Tax Planning -- 12....

Persistent link: https://www.econbiz.de/10015162915

Wealth : the ultra-high net worth guide to growing and protecting assets

Rojeck, Richard P. - 2019

Persistent link: https://www.econbiz.de/10012112053

Asset allocation in private wealth management : theory versus practice

Schröder, David - In: The journal of asset management 14 (2013) 3, pp. 162-181

Persistent link: https://www.econbiz.de/10010207138

Reinforcement learning paycheck optimization for multivariate financial goals

Alaluf, Melda; Crippa, Giulia; Geng, Sinong; Jing, Zijian; … - In: Risk and decision analysis 9 (2023) 1, pp. 11-18

Persistent link: https://www.econbiz.de/10014450638

Redefining the optimal retirement income strategy

Blanchett, David - In: Financial analysts journal : FAJ 79 (2023) 1, pp. 5-16

Persistent link: https://www.econbiz.de/10013540886

Investment horizon and portfolio choice of private investors

Veld- Merkoulova, Yulia - In: International review of financial analysis 20 (2011) 2, pp. 68-75

Persistent link: https://www.econbiz.de/10009295898

Stock returns and cash flows : a new asset pricing approach

Di Tomaso, Sonia; Montagna, Denis Marco; Amendola, Antonio - In: Journal of Economics and Financial Analysis 5 (2021) 2, pp. 63-84

Persistent link: https://www.econbiz.de/10013350484

Do as i tell you, not as i do : financial advisors and personal financial decision-making

Azamian, Negin; Beck, Kristine; Chiu, Hsin Hui; … - In: Financial services review : the journal of individual … 30 (2022) 1, pp. 57-68

Persistent link: https://www.econbiz.de/10014501203

Modeling psychology in Islamic wealth management

Ahmed Hamed Al-Abbadi; Abdullah, Adam - In: International journal of economics and finance 9 (2017) 10, pp. 64-85

Persistent link: https://www.econbiz.de/10011763379

Investor characteristics and their impact on the decision to use a robo-advisor

Oehler, Andreas; Horn, Matthias; Wendt, Stefan - In: Journal of financial services research 62 (2022) 1/2, pp. 91-125

Persistent link: https://www.econbiz.de/10013443857

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