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The Influence of a Family Business on Portfolio Management: An Asset-Liability Management Approach.
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- Journal of Wealth Management, 2014, v. 17, n. 1, p. 14, doi. 10.3905/jwm.2014.17.1.014
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- Article
Human Capital and Behavioral Biases: Why Investors Don't Diversify Enough.
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- Journal of Wealth Management, 2013, v. 16, n. 1, p. 9, doi. 10.3905/jwm.2013.16.1.009
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- Article
The Taxation Paradox: It's Global, Not Local.
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- Journal of Wealth Management, 2013, v. 15, n. 4, p. 29, doi. 10.3905/jwm.2013.15.4.029
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- Article
Perspectives from the Literature of Private Wealth Management.
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- Journal of Wealth Management, 2011, v. 14, n. 1, p. 8, doi. 10.3905/jwm.2011.14.1.008
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- Article
Strategies for Maximizing Social Security Benefits: A Reply.
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- Journal of Wealth Management, 2009, v. 12, n. 3, p. 9, doi. 10.3905/JWM.2009.12.3.009
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- Article
Tax-Aware Investment Management Practice.
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- Journal of Wealth Management, 2009, v. 12, n. 2, p. 71, doi. 10.3905/JWM.2009.12.2.071
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- Article
Tax-Adjusted Portfolio Optimization and Asset Location: Extensions and Synthesis.
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- Journal of Wealth Management, 2008, v. 11, n. 3, p. 56, doi. 10.3905/JWM.2008.11.3.056
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- Article
After-Tax Performance Measurement.
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- Journal of Wealth Management, 2008, v. 11, n. 1, p. 69, doi. 10.3905/jwm.2008.706274
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- Article
Applying After-Tax Asset Allocation.
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- Journal of Wealth Management, 2007, v. 10, n. 2, p. 84, doi. 10.3905/jwm.2007.690951
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- Article
Implied Volatility of Oil Futures Options Surrounding OPEC Meetings.
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- Energy Journal, 2004, v. 25, n. 3, p. 103, doi. 10.5547/ISSN0195-6574-EJ-Vol25-No3-6
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- Article
The State of ESG Investing: A Portfolio Management Perspective.
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- Journal of Impact & ESG Investing, 2022, v. 2, n. 4, p. 7, doi. 10.3905/jesg.2022.1.043
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- Article
Optimal withdrawal frequency for sustainable retirement withdrawals.
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- Financial Planning Review, 2024, v. 7, n. 2, p. 1, doi. 10.1002/cfp2.1183
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- Article
From the executive editor.
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- Financial Planning Review, 2024, v. 7, n. 2, p. 1, doi. 10.1002/cfp2.1188
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- Article
From the Executive Editor.
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- Financial Planning Review, 2024, v. 7, n. 1, p. 1, doi. 10.1002/cfp2.1180
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- Article
From the Executive Editor.
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- Financial Planning Review, 2023, v. 6, n. 4, p. 1, doi. 10.1002/cfp2.1176
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- Article
From the Executive Editor.
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- Financial Planning Review, 2023, v. 6, n. 3, p. 1, doi. 10.1002/cfp2.1168
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- Article
From the Executive Editor.
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- Financial Planning Review, 2023, v. 6, n. 2, p. 1, doi. 10.1002/cfp2.1165
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- Article
From the Executive Editor.
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- Financial Planning Review, 2023, v. 6, n. 1, p. 1, doi. 10.1002/cfp2.1157
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- Article
From the Executive Editor.
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- Financial Planning Review, 2022, v. 5, n. 4, p. 1, doi. 10.1002/cfp2.1153
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Risk-sharing implications for Roth IRA conversions: Fact and fiction.
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- Financial Services Review, 2013, v. 22, n. 2, p. 93
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- Article
After-tax value of annuities.
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- Financial Services Review, 2008, v. 17, n. 3, p. 169
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An alternative approach to after-tax valuation.
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- Financial Services Review, 2007, v. 16, n. 3, p. 167
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- Article
Breakeven holding periods for tax advantaged savings accounts with early withdrawal penalties.
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- Financial Services Review, 2004, v. 13, n. 3, p. 233
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- Article
Choosing between tax-advantaged savings accounts: a reconciliation of standardized pretax and after-tax frameworks.
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- Financial Services Review, 2003, v. 12, n. 4, p. 339
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After-Tax Valuation of Tax-Sheltered Assets.
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- Financial Services Review, 2002, v. 11, n. 3, p. 253
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A reexamination of tax-deductible IRAs, Roth IRAs, and 401(k) investments.
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- Financial Services Review, 2001, v. 10, n. 1-4, p. 87, doi. 10.1016/S1057-0810(02)00095-1
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An analysis of nondeductible IRA contributions and Roth IRA conversions.
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- Financial Services Review, 1997, v. 6, n. 4, p. 243, doi. 10.1016/S1057-0810(97)90003-2
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- Article
Securitizing the Earnings of College Tennis Players Turning Professional: Rally or Racket?
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- Journal of Alternative Investments, 2024, v. 26, n. 4, p. 51, doi. 10.3905/jai.2024.1.208
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- Article
Levered and Inverse Exchange-Traded Products: Evidence from Simulations.
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- Journal of Alternative Investments, 2023, v. 25, n. 3, p. 93
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- Article
A COMPARISON OF INDEXING AND BETA AMONG PENSION AND NONPENSION ASSETS.
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- Journal of Financial Research, 1998, v. 21, n. 3, p. 255, doi. 10.1111/j.1475-6803.1998.tb00685.x
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- Article