The Journal of Wealth Management: 20 (2)

Fall 2017; Volume 20,Issue 2

Editor’s Letter

Open Access
Editor’s Letter
Jean L.P. Brunel

The Journal of Wealth Management Fall 2017, 20 (2) 1-4; DOI: https://doi.org/10.3905/jwm.2017.20.2.001

Can Simple Asset Allocation Strategies Outperform the Ivy League Endowments?

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Can Simple Asset Allocation Strategies Outperform the Ivy League Endowments?
Douglas Roberts

The Journal of Wealth Management Fall 2017, 20 (2) 9-15; DOI: https://doi.org/10.3905/jwm.2017.20.2.009

The Impact of Net Unrealized Appreciation Election and Company-Owned Stock in a Tax-Exempt Structure

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The Impact of Net Unrealized Appreciation Election and Company-Owned Stock in a Tax-Exempt Structure
Steven Albrecht

The Journal of Wealth Management Fall 2017, 20 (2) 16-22; DOI: https://doi.org/10.3905/jwm.2017.20.2.016

The 50% Rule: Keep More Profit in Your Wallet

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The 50% Rule: Keep More Profit in Your Wallet
Stuart E. Lucas and Alejandro Sanz

The Journal of Wealth Management Fall 2017, 20 (2) 23-28; DOI: https://doi.org/10.3905/jwm.2017.20.2.023

Where Has the Trend Gone? An Update on Momentum Returns in the U.S. Stock Market

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Where Has the Trend Gone? An Update on Momentum Returns in the U.S. Stock Market
Steven Dolvin and Bryan Foltice

The Journal of Wealth Management Fall 2017, 20 (2) 29-40; DOI: https://doi.org/10.3905/jwm.2017.20.2.029

The EVA Style Approach to Tactical Asset Allocation

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The EVA Style Approach to Tactical Asset Allocation
Atreya Chakraborty, James L. Grant and Emery A. Trahan

The Journal of Wealth Management Fall 2017, 20 (2) 41-53; DOI: https://doi.org/10.3905/jwm.2017.20.2.041

Beating the Market: Dollar-Cost Averaging with the Profitable Dividend Yield Strategy

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Beating the Market: Dollar-Cost Averaging with the
Profitable Dividend Yield Strategy
Wai Mun Fong

The Journal of Wealth Management Fall 2017, 20 (2) 54-66; DOI: https://doi.org/10.3905/jwm.2017.20.2.054

The Life Cycle of Dividend Futures and the Dividend Risk Premium: A Practitioner’s Perspective

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The Life Cycle of Dividend Futures and the Dividend Risk Premium: A Practitioner’s Perspective
Daniele Lamponi and David Latto

The Journal of Wealth Management Fall 2017, 20 (2) 67-75; DOI: https://doi.org/10.3905/jwm.2017.20.2.067

If You Have Said A, You Must Also Say B: Calculating Diversified Asset Returns

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If You Have Said A, You Must Also Say B: Calculating Diversified Asset Returns
Winfried G. Hallerbach

The Journal of Wealth Management Fall 2017, 20 (2) 76-81; DOI: https://doi.org/10.3905/jwm.2017.20.2.076

Do Persistent Fund Alphas Indicate Manager Skill?

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Do Persistent Fund Alphas Indicate Manager Skill?
Qiang Bu

The Journal of Wealth Management Fall 2017, 20 (2) 82-93; DOI: https://doi.org/10.3905/jwm.2017.20.2.082

Excel Calculators for Determining Retirement Accumulation and Disbursement Information

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Excel Calculators for Determining Retirement Accumulation and Disbursement Information
Tom Arnold, John H. Earl, Cassandra D. Marshall and Adam Schwartz

The Journal of Wealth Management Fall 2017, 20 (2) 94-101; DOI: https://doi.org/10.3905/jwm.2017.20.2.094

Book Review: Economics for Independent Thinkers: A Practical, No-Nonsense Guide to Understanding Economic Risks

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Book Review
Economics for Independent Thinkers: A Practical, No-Nonsense Guide to Understanding Economic Risks
Jean L.P. Brunel

The Journal of Wealth Management Fall 2017, 20 (2) 102-103; DOI: https://doi.org/10.3905/jwm.2017.20.2.102

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The Journal of Wealth Management

Table of Contents

Editor’s Letter

Can Simple Asset Allocation Strategies Outperform the Ivy League Endowments?

The Impact of Net Unrealized Appreciation Election and Company-Owned Stock in a Tax-Exempt Structure

The 50% Rule: Keep More Profit in Your Wallet

Where Has the Trend Gone? An Update on Momentum Returns in the U.S. Stock Market

The EVA Style Approach to Tactical Asset Allocation

Beating the Market: Dollar-Cost Averaging with the Profitable Dividend Yield Strategy

The Life Cycle of Dividend Futures and the Dividend Risk Premium: A Practitioner’s Perspective

If You Have Said A, You Must Also Say B: Calculating Diversified Asset Returns

Do Persistent Fund Alphas Indicate Manager Skill?

Excel Calculators for Determining Retirement Accumulation and Disbursement Information

Book Review: Economics for Independent Thinkers: A Practical, No-Nonsense Guide to Understanding Economic Risks

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Table of Contents

Editor’s Letter

Can Simple Asset Allocation Strategies Outperform the Ivy League Endowments?

The Impact of Net Unrealized Appreciation Election and Company-Owned Stock in a Tax-Exempt Structure

The 50% Rule: Keep More Profit in Your Wallet

Where Has the Trend Gone? An Update on Momentum Returns in the U.S. Stock Market

The EVA Style Approach to Tactical Asset Allocation

Beating the Market: Dollar-Cost Averaging with the Profitable Dividend Yield Strategy

The Life Cycle of Dividend Futures and the Dividend Risk Premium: A Practitioner’s Perspective

If You Have Said A, You Must Also Say B: Calculating Diversified Asset Returns

Do Persistent Fund Alphas Indicate Manager Skill?

Excel Calculators for Determining Retirement Accumulation and Disbursement Information

Book Review: Economics for Independent Thinkers: A Practical, No-Nonsense Guide to Understanding Economic Risks

Explore our content to discover more relevant research

In this issue

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