[BOOK][B] The exchange-traded funds manual

GL Gastineau - 2010 - books.google.com
Full coverage of ETF investments from an expert in the field The initial edition of Gary
Gastineau's The Exchange-Traded Fund Manual was one of the first books to describe and …

Asset allocation and asset location: Household evidence from the Survey of Consumer Finances

D Bergstresser, J Poterba - Journal of Public Economics, 2004 - Elsevier
The rapid growth of assets in self-directed tax-deferred retirement accounts has generated a
new set of financial decisions for many households. In addition to deciding which assets to …

[PDF][PDF] Asset allocation and asset location decisions: Evidence from the survey of consumer finances

D Bergstresser, J Poterba - Conference Paper, Stanford University, 2001 - users.nber.org
The rapid growth of assets in self-directed tax-deferred retirement accounts has generated a
new set of financial decisions for many households. In addition to deciding which assets to …

Tax Efficiency of Minority Investment Portfolios

K White, S Shin, M Fulk - Available at SSRN 3048639, 2017 - papers.ssrn.com
In this study we use the 2010-2013 Survey of Consumer Finances to analyze the allocation
and location of financial assets in categorizing the tax-efficiency of investment portfolios by …