Combining Variable Prepaid Forwards and Tax-Aware Strategies to Diversify Low-Basis Stock.
- Published in:
- Journal of Wealth Management, 2025, v. 27, n. 4, p. 117, doi. 10.3905/jwm.2024.1.263
- By:
- Publication type:
- Article
Works matching IS 15347524 AND DT 2025 AND VI 27 AND IP 4
Results: 10
1
2
A Brief Guide to Pricing and Taxation of Variable Prepaid Forwards.
- Published in:
- Journal of Wealth Management, 2025, v. 27, n. 4, p. 99, doi. 10.3905/jwm.2024.1.264
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- Publication type:
- Article
3
Portfolio Construction: A Simple Formula to Assess Risk Reduction.
- Published in:
- Journal of Wealth Management, 2025, v. 27, n. 4, p. 88, doi. 10.3905/jwm.2024.1.258
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- Publication type:
- Article
4
Using Excel's "LAMBDA" Function to Compute Modified Duration, Dollar Duration, and Bond Convexity.
- Published in:
- Journal of Wealth Management, 2025, v. 27, n. 4, p. 80, doi. 10.3905/jwm.2024.1.257
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- Publication type:
- Article
5
To Roth or Not to Roth? When Making After-Tax Contributions to a 401(k) Makes Sense.
- Published in:
- Journal of Wealth Management, 2025, v. 27, n. 4, p. 68, doi. 10.3905/jwm.2024.1.261
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- Publication type:
- Article
6
Does Insurance Literacy Even Matter? The Relationship among Personal Insurance Knowledge, Confidence, and Actual Insurance Coverage in Australia.
- Published in:
- Journal of Wealth Management, 2025, v. 27, n. 4, p. 48, doi. 10.3905/jwm.2024.1.262
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- Publication type:
- Article
7
Carbon Risk Pricing or Climate Catering? Morningstar's Low Carbon Designation and Fund Performance.
- Published in:
- Journal of Wealth Management, 2025, v. 27, n. 4, p. 32, doi. 10.3905/jwm.2024.1.259
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- Publication type:
- Article
8
Characteristics of ESG Fixed-Income ETFs.
- Published in:
- Journal of Wealth Management, 2025, v. 27, n. 4, p. 20, doi. 10.3905/jwm.2024.1.256
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- Publication type:
- Article
9
Characteristics of Emerging Market Bond Mutual Funds (EMBF).
- Published in:
- Journal of Wealth Management, 2025, v. 27, n. 4, p. 10, doi. 10.3905/jwm.2024.1.260
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- Publication type:
- Article
10
Editor's Letter.
- Published in:
- Journal of Wealth Management, 2025, v. 27, n. 4, p. 1, doi. 10.3905/jwm.2025.27.4.001
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- Publication type:
- Article