عنوان
پدید آورنده
موضوع
رده
HG4521 .W476 2006
HG4521
.
W476
2006
کتابخانه
محل استقرار
INTERNATIONAL STANDARD BOOK NUMBER
(Number (ISBN
0943205743
(Number (ISBN
9780943205748
NATIONAL BIBLIOGRAPHY NUMBER
Number
b770018
TITLE AND STATEMENT OF RESPONSIBILITY
Title Proper
Investment management for taxable private investors /
General Material Designation
[Book]
First Statement of Responsibility
Jarrod Wilcox, Jeffrey E. Horvitz, Dan DiBartolomeo.
.PUBLICATION, DISTRIBUTION, ETC
Place of Publication, Distribution, etc.
Charlottesville, VA :
Name of Publisher, Distributor, etc.
Research Foundation of CFA Institute,
Date of Publication, Distribution, etc.
©2006.
PHYSICAL DESCRIPTION
Specific Material Designation and Extent of Item
ix, 134 pages :
Other Physical Details
illustrations ;
Dimensions
23 cm
INTERNAL BIBLIOGRAPHIES/INDEXES NOTE
Text of Note
Includes bibliographical references.
CONTENTS NOTE
Text of Note
pt. I. Conceptual framework for helping private investors. 1. Introduction and challenge ; 2. Theory and practice in private investing ; 3. Life-cycle investing -- pt. II. Private wealth and taxation. 4. Lifestyle, wealth transfer, and asset classes ; 5. Overview of federal taxation of investments ; 6. Techniques for improving after-tax investment performance -- pt. III. Organizing management for private clients. 7. Institutional money management and the high-net-worth investor ; 8. Portfolio management as a manufacturing process -- pt. IV. Special topics. 9. Individual retirement plans and location ; 10. On concentrated risk ; 11. Assessment and benchmarking for private wealth.
0
TOPICAL NAME USED AS SUBJECT
Estate planning.
Finance, Personal.
Investments.
Estate planning.
Finance, Personal.
Investments.
DEWEY DECIMAL CLASSIFICATION
Number
332
.
6
Edition
22
LIBRARY OF CONGRESS CLASSIFICATION
Class number
HG4521
Book number
.
W476
2006
PERSONAL NAME - PRIMARY RESPONSIBILITY
Wilcox, Jarrod W.,1943-
PERSONAL NAME - ALTERNATIVE RESPONSIBILITY
DiBartolomeo, Dan.
Horvitz, Jeffrey E.
ORIGINATING SOURCE
Date of Transaction
20201206161928.0
ELECTRONIC LOCATION AND ACCESS
Electronic name
مطالعه متن کتاب [Book]
Y
