INDICE: Foreword. Introduction. PART I: LIFE-CYCLE INVESTING CHAPTER. The Future of Retirement Planning (Robert C. Merton). Reprinted from The Future of Life-Cycle Saving and Investing, The Research Foundation of CFA Institute (October 2007):518. CHAPTER 2: Is Personal Finance a Science? (Paul A. Samuelson).Reprinted from The Future of Life-Cycle Saving and Investing, The Research Foundation of CFA Institute (October 2007):14. CHAPTER 3: Lifetime Financial Advice: Human Capital, Asset Allocation, and Insurance (Roger G. Ibbotson; Moshe A. Milevsky; Peng Chen, CFA; and Kevin X. Zhu Reprinted from The Research Foundation of CFA Institute (April 2007). CHAPTER 4: The Theory of Optimal Life-Cycle Saving and Investing (Zvi Bodie, Jonathan Treussard, and Paul Willen). Reprinted from The Future of Life-Cycle Saving and Investing, The Research Foundation of CFA Institute (October 2007):1937. CHAPTER 5: Is Conventional Financial Planning Good for Your Financial Health? (Laurence J. Kotlikoff). Reprinted from The Future of Life-Cycle Saving and Investing, The Research Foundation ofCFA Institute (October 2007):5571. CHAPTER 6: The Life Care Annuity (Mark J. Warshawsky). Reprinted from The Future of Life-Cycle Saving and Investing, TheResearch Foundation of CFA Institute (October 2007):103106. CHAPTER 7: The Longevity Annuity: An Annuity for Everyone? (Jason S. Scott). Reprinted from theFinancial Analysts Journal (January/February 2008):4048. CHAPTER 8: A Sustainable Spending Rate without Simulation (Moshe A. Milevsky and Chris Robinson). Reprinted from the Financial Analysts Journal (November/December 2005): 89100.CHAPTER 9: Asset Allocation without Unobservable Parameters (Michael Stutzer). Reprinted from the Financial Analysts Journal (September/October 2004):3851.PART II: INVESTMENT MANAGEMENT FOR TAXABLE PRIVATE CLIENTS. CHAPTER 10: Investment Management for Taxable Private Investors (Jarrod Wilcox, CFA; Jeffrey E.Horvitz; and Dan diBartolomeo). Reprinted from The Research Foundation of CFAInstitute (January 2006). CHAPTER 11: Core/Satellite Strategies for the High-Net-Worth Investor (Clifford H. Quisenberry, CFA)., Reprinted from CFA Institute Conference Proceedings Quarterly (December 2006):3845. CHAPTER 12: The Higher Equity Risk Premium Created by Taxation (Martin L. Leibowitz). Modifi ed from the Financial Analysts Journal (September/October 2003):2831. CHAPTER 13: Tax Deferral and Tax-Loss Harvesting (Jeffrey E. Horvitz). Reprinted from CFA Institute Conference Proceedings: Wealth Management (October 2005):2430. CHAPTER 14: Tax Management, Loss Harvesting, and HIFO Accounting (Andrew L. Berkin and Jia Ye). Reprinted from the Financial Analysts Journal (July/August 2003):91102. CHAPTER 15: Investing with a Tax-Effi cient Eye (Robert N. Gordon). Reprinted from CFA Institute Conference Proceedings: Wealth Management (October 2005):3140. CHAPTER 16: Diversifying Concentrated Holdings (Scott D. Welch). Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients III (August 2001):3035. CHAPTER 17: Hedging Low-Cost-Basis Stock (Robert N. Gordon). Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients III (August 2001):3643. PART III: TAX-EFFICIENT WEALTH ACCUMULATION. CHAPTER 18: Tax-Advantaged Savings Accounts and Tax-Effi cient Wealth Accumulation (Stephen M. Horan, CFA). Reprinted from The Research Foundation of CFA Institute (June 2005). CHAPTER 19: After-Tax Asset Allocation (William Reichenstein, CFA). Reprinted from the Financial Analysts Journal (July/August 2006):1419. CHAPTER 20: Withdrawal Location with Progressive Tax Rates (Stephen M. Horan, CFA). Reprinted from the Financial Analysts Journal (November/December 2006):7787. PART IV: AFTER-TAX PERFORMANCE MEASUREMENT. CHAPTER 21: After-Tax Performance Evaluation (James M. Poterba). Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients II (August 2000):5867. CHAPTER 22: Taxable Benchmarks: The Complexity Increases (Lee N. Price, CFA). Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients III (August 2001):5464. CHAPTER 23: Explaining After-Tax Mutual Fund Performance (James D. Peterson; Paul A. Pietranico, CFA; Mark W. Riepe, CFA; and Fran Xu, CFA). Reprinted from the Financial Analysts Journal (January/February 2002):7586. About the Contributors. Index.
- ISBN: 978-0-470-38113-7
- Editorial: John Wiley & Sons
- Encuadernacion: Cartoné
- Páginas: 564
- Fecha Publicación: 11/02/2009
- Nº Volúmenes: 1
- Idioma: Inglés