The Journal of Wealth Management

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The Tax Benefits of Relaxing the Long-Only Constraint: Do They Come from Character or Deferral?
Nathan Sosner, Stanley Krasner and Ted Pyne
Multi-Period After-Tax Reporting: A Practical Solution
Nathan Sosner, Rodney Sullivan and Liliana Urrutia
Factor Allocation and Asset Allocation
Gregg S. Fisher and Michael B. McDonald
Featured Article: Partnership Allocations and Their Effects on Tax-Aware Fund Investors
Authors: Nathan Sosner, Philip Balzafiore and Zhenduo Du
Featured Article: CTAs - Superior Performance or Diversification Only?
Authors: Martin Florea, Stefan Florea, Iliya Kutsarov, Thomas Maier and Marcus Storr

Latest Articles

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Investments in ESG-Rated Mutual Funds: Is Good Better than Great?
Bernadette M. Ruf, Nandita Das, Swarn Chatterjee and Aman Sunder

The Journal of Wealth Management Summer 2019, jwm.2019.1.070; DOI: https://doi.org/10.3905/jwm.2019.1.070
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Normative Listing and Description of Mutual Fund Transparent and Opaque Fees and Expenses
John A. Haslem

The Journal of Wealth Management Summer 2019, jwm.2019.1.069; DOI: https://doi.org/10.3905/jwm.2019.1.069
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Book Review: Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask
Jean L.P. Brunel

The Journal of Wealth Management Spring 2019, 21 (4) 130-131; DOI: https://doi.org/10.3905/jwm.2019.21.4.130
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The Tax Benefits of Relaxing the Long-Only Constraint: Do They Come from Character or Deferral?
Nathan Sosner, Stanley Krasner and Ted Pyne

The Journal of Wealth Management Spring 2019, 21 (4) 10-31; DOI: https://doi.org/10.3905/jwm.2019.1.068
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Application of Blockchain Protocol to Wealth Management
Nasser Arshadi

The Journal of Wealth Management Spring 2019, 21 (4) 122-129; DOI: https://doi.org/10.3905/jwm.2019.21.4.122
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On Structural Changes in the Holiday Effect
Russell P. Robins and Geoffrey Peter Smith

The Journal of Wealth Management Spring 2019, 21 (4) 98-105; DOI: https://doi.org/10.3905/jwm.2019.21.4.098

About The Journal of Wealth Management

The Journal of Wealth Management (JWM) is the only peer-reviewed journal devoted exclusively to original research and practical guidance for high-net-worth investors and family offices. JWM addresses the investment concerns of wealthy families and keeps practitioners abreast of the latest investment strategies in private asset management.

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