The journal of wealth management最新文献

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Portfolio Diversification during Calm and Volatile Markets 在平静和波动的市场中分散投资组合
The journal of wealth management Pub Date : 2024-03-21 DOI: 10.3905/jwm.2024.1.238
Javier Rodríguez
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引用次数: 0
The Impact of Taxation on the Effective Tax Rate, Operating Risk, and Portfolio Risk Diversification Effectiveness under Risk Pooling 税收对风险集中下的实际税率、运营风险和投资组合风险分散效果的影响
The journal of wealth management Pub Date : 2024-03-18 DOI: 10.3905/jwm.2024.1.236
Céline Gauthier, J. Paquin, François‐Eric Racicot, David Tessier, Raymond Théoret
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引用次数: 0
Commodity ETFs: Do They Add Value? 商品 ETF:它们能增值吗?
The journal of wealth management Pub Date : 2024-03-16 DOI: 10.3905/jwm.2024.1.237
Srinidhi Kanuri, Robert W. McLeod
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引用次数: 0
BOOK REVIEW: The Ownership Dividend: The Coming Paradigm Shift in the US Stock Market by Daniel Peris 书评:所有权红利:美国股市即将发生的范式转变》,丹尼尔-佩里斯著
The journal of wealth management Pub Date : 2024-03-13 DOI: 10.3905/jwm.2024.1.235
Paul Bouchey
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引用次数: 0
Can Investors Make Informed Decisions on Investments for Improved Sustainability? 投资者能否做出明智的投资决策以提高可持续性?
The journal of wealth management Pub Date : 2024-02-16 DOI: 10.3905/jwm.2024.1.234
Niklas Arvidsson, Anna-Maria Nyquist
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引用次数: 0
Loss Harvesting or Gain Deferral? A Surprising Source of Tax Benefits of Tax-Aware Long-Short Strategies 亏损收割还是收益递延?具有税收意识的多空策略的税收优惠的惊人来源
The journal of wealth management Pub Date : 2024-02-14 DOI: 10.3905/jwm.2024.1.233
Stanley Krasner, Nathan Sosner
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引用次数: 0
Loss Harvesting or Gain Deferral? A Surprising Source of Tax Benefits of Tax-Aware Long-Short Strategies 亏损收割还是收益递延?具有税收意识的多空策略的税收优惠的惊人来源
The journal of wealth management Pub Date : 2024-02-14 DOI: 10.3905/jwm.2024.1.233
Stanley Krasner, Nathan Sosner
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引用次数: 0
Not Your Father’s Mean-Variance Optimization 不是你父亲的均值-方差优化
The journal of wealth management Pub Date : 2024-02-13 DOI: 10.3905/jwm.2024.1.232
Jonathan Handy, Rex Macey
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引用次数: 0
Not Your Father’s Mean-Variance Optimization 不是你父亲的均值-方差优化
The journal of wealth management Pub Date : 2024-02-13 DOI: 10.3905/jwm.2024.1.232
Jonathan Handy, Rex Macey
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引用次数: 0
Sustaining Relational Capital: Contributions from Attachment Theory to Financial Advising and Wealth Management 维持关系资本:依恋理论对金融咨询和财富管理的贡献
The journal of wealth management Pub Date : 2024-01-25 DOI: 10.3905/jwm.2024.1.231
Oksana Yakushko, Charles Eckhart
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引用次数: 0
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