Private Wealth: Wealth Management in Practice Stephen M. Horan

ISBN: 9786612689390

Published: December 23rd 2008

ebook

578 pages


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Private Wealth: Wealth Management in Practice  by  Stephen M. Horan

Private Wealth: Wealth Management in Practice by Stephen M. Horan
December 23rd 2008 | ebook | PDF, EPUB, FB2, DjVu, AUDIO, mp3, RTF | 578 pages | ISBN: 9786612689390 | 10.26 Mb

Wealth management presents the latest research in lifecycle modeling, asset allocation, tax-advantaged savings accounts and tax-efficient wealth accumulation, and investment management for taxable private investors. Researched and written by leadingMoreWealth management presents the latest research in lifecycle modeling, asset allocation, tax-advantaged savings accounts and tax-efficient wealth accumulation, and investment management for taxable private investors.

Researched and written by leading academics and practitioners including Roger Ibbotson, Yale University- Moshe Milevsky, York University- Peng Chen, Ibbotson Associates- Kevin Zhu, Ibbotson Associates- Stephen Horan, St. Bonaventure University- Jarrod Wilcox, Wilcox Investment Inc.- Jeffrey Horvitz, Moreland Management Company- and Dan DiBartolomeo, Northfield Information Services Inc., this volume covers human capital and mortality risk in life cycle stages and proposes a life-cycle model for life transitions.

It also addresses complex tax matters and provides detail on customizing investment theory applications to the taxable investor. Finally, the book analyzes the use of tax-deferred investment accounts as a means for wealth accumulation and presents a useful framework in various tax environments.



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