Table of Contents

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?

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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