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Social finance and the postmodern portfolio : theory and practice
Cooper, Lisette; Evnine, Jeremy; Finkelman, Jeff; … - In: The journal of wealth management 18 (2015/2016) 4, pp. 9-21
Persistent link: https://www.econbiz.de/10011434904
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Markowitz portfolios with Graham bands in the accumulation phase
Hagelstein, Paul; Lackner, Isabella; Otto, James; … - In: The journal of wealth management 22 (2019) 3, pp. 41-48
Persistent link: https://www.econbiz.de/10012135027
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Should taxable investors shun dividends?
Israel, Ronen; Liberman, Joseph; Sosner, Nathan; Wang, Lixin - In: The journal of wealth management 22 (2019) 3, pp. 49-69
Persistent link: https://www.econbiz.de/10012135028
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Concepts, components, and collections of trading strategies and market color
Kashyap, Ravi - In: The journal of wealth management 22 (2019) 3, pp. 115-128
Persistent link: https://www.econbiz.de/10012135033
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A quick approximation for modified bond duration and convexity
Arnold, Tom; Earl, John H.; Marshall, Cassandra D. - In: The journal of wealth management 18 (2015/16) 3, pp. 53-56
Persistent link: https://www.econbiz.de/10011398070
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Stock market timing with entropy
Efremidze, Levan; Stanley, Darrol J.; Kinsman, Michael D. - In: The journal of wealth management 18 (2015/16) 3, pp. 57-67
Persistent link: https://www.econbiz.de/10011398072
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Goal-based portfolio optimization
Parker, Franklin J. - In: The journal of wealth management 19 (2016) 3, pp. 22-30
Persistent link: https://www.econbiz.de/10011615292
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Core versus satellite : how much should a taxable investor allocate to the core equity portfolio?
Bouchey, Paul; Pritamani, Mahesh - In: The journal of wealth management 19 (2017) 4, pp. 35-43
Persistent link: https://www.econbiz.de/10011636605
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A review of fixed-income indexing and index investing
Tang, Hongfei; Xu, Xiaoqing Eleanor - In: The journal of wealth management 19 (2017) 4, pp. 85-103
Persistent link: https://www.econbiz.de/10011636623
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Dynamics among traditional and alternative assets : implications for diversification and risk
Karadede-Bouras, Markella; Laopodis, Nikiforos - In: The journal of wealth management 18 (2015/16) 2, pp. 13-34
Persistent link: https://www.econbiz.de/10011338683