{"title":"Portfolio Diversification during Calm and Volatile Markets","authors":"Javier Rodríguez","doi":"10.3905/jwm.2024.1.238","DOIUrl":"https://doi.org/10.3905/jwm.2024.1.238","url":null,"abstract":"","PeriodicalId":175460,"journal":{"name":"The journal of wealth management","volume":" 4","pages":""},"PeriodicalIF":0.0,"publicationDate":"2024-03-21","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"140222100","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Céline Gauthier, J. Paquin, François‐Eric Racicot, David Tessier, Raymond Théoret
{"title":"The Impact of Taxation on the Effective Tax Rate, Operating Risk, and Portfolio Risk Diversification Effectiveness under Risk Pooling","authors":"Céline Gauthier, J. Paquin, François‐Eric Racicot, David Tessier, Raymond Théoret","doi":"10.3905/jwm.2024.1.236","DOIUrl":"https://doi.org/10.3905/jwm.2024.1.236","url":null,"abstract":"","PeriodicalId":175460,"journal":{"name":"The journal of wealth management","volume":"3 1","pages":""},"PeriodicalIF":0.0,"publicationDate":"2024-03-18","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"140234717","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Commodity ETFs: Do They Add Value?","authors":"Srinidhi Kanuri, Robert W. McLeod","doi":"10.3905/jwm.2024.1.237","DOIUrl":"https://doi.org/10.3905/jwm.2024.1.237","url":null,"abstract":"","PeriodicalId":175460,"journal":{"name":"The journal of wealth management","volume":"107 S3","pages":""},"PeriodicalIF":0.0,"publicationDate":"2024-03-16","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"140236657","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"BOOK REVIEW: The Ownership Dividend: The Coming Paradigm Shift in the US Stock Market by Daniel Peris","authors":"Paul Bouchey","doi":"10.3905/jwm.2024.1.235","DOIUrl":"https://doi.org/10.3905/jwm.2024.1.235","url":null,"abstract":"","PeriodicalId":175460,"journal":{"name":"The journal of wealth management","volume":"245 3","pages":""},"PeriodicalIF":0.0,"publicationDate":"2024-03-13","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"140247194","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Can Investors Make Informed Decisions on Investments for Improved Sustainability?","authors":"Niklas Arvidsson, Anna-Maria Nyquist","doi":"10.3905/jwm.2024.1.234","DOIUrl":"https://doi.org/10.3905/jwm.2024.1.234","url":null,"abstract":"","PeriodicalId":175460,"journal":{"name":"The journal of wealth management","volume":"42 13","pages":""},"PeriodicalIF":0.0,"publicationDate":"2024-02-16","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"139960467","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Loss Harvesting or Gain Deferral? A Surprising Source of Tax Benefits of Tax-Aware Long-Short Strategies","authors":"Stanley Krasner, Nathan Sosner","doi":"10.3905/jwm.2024.1.233","DOIUrl":"https://doi.org/10.3905/jwm.2024.1.233","url":null,"abstract":"","PeriodicalId":175460,"journal":{"name":"The journal of wealth management","volume":"122 3","pages":""},"PeriodicalIF":0.0,"publicationDate":"2024-02-14","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"139838773","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Loss Harvesting or Gain Deferral? A Surprising Source of Tax Benefits of Tax-Aware Long-Short Strategies","authors":"Stanley Krasner, Nathan Sosner","doi":"10.3905/jwm.2024.1.233","DOIUrl":"https://doi.org/10.3905/jwm.2024.1.233","url":null,"abstract":"","PeriodicalId":175460,"journal":{"name":"The journal of wealth management","volume":"50 10","pages":""},"PeriodicalIF":0.0,"publicationDate":"2024-02-14","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"139778876","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Not Your Father’s Mean-Variance Optimization","authors":"Jonathan Handy, Rex Macey","doi":"10.3905/jwm.2024.1.232","DOIUrl":"https://doi.org/10.3905/jwm.2024.1.232","url":null,"abstract":"","PeriodicalId":175460,"journal":{"name":"The journal of wealth management","volume":"140 1","pages":""},"PeriodicalIF":0.0,"publicationDate":"2024-02-13","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"139841774","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Not Your Father’s Mean-Variance Optimization","authors":"Jonathan Handy, Rex Macey","doi":"10.3905/jwm.2024.1.232","DOIUrl":"https://doi.org/10.3905/jwm.2024.1.232","url":null,"abstract":"","PeriodicalId":175460,"journal":{"name":"The journal of wealth management","volume":"30 29","pages":""},"PeriodicalIF":0.0,"publicationDate":"2024-02-13","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"139782159","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Sustaining Relational Capital: Contributions from Attachment Theory to Financial Advising and Wealth Management","authors":"Oksana Yakushko, Charles Eckhart","doi":"10.3905/jwm.2024.1.231","DOIUrl":"https://doi.org/10.3905/jwm.2024.1.231","url":null,"abstract":"","PeriodicalId":175460,"journal":{"name":"The journal of wealth management","volume":"17 1","pages":""},"PeriodicalIF":0.0,"publicationDate":"2024-01-25","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"139597738","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}