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| 005 | 20250930132025.0 | ||
| 008 | 110526s2009 njua bi 001 0 eng | ||
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_a9780470381137 _cRM234.53 |
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_a201106060939 _bariff _c201105261134 _dfarid _y05-26-2011 _zfarid |
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| 040 | _aUKM | ||
| 090 | _aHG179.P735 | ||
| 090 |
_aHG179 _b.P735 2009 |
||
| 245 | 0 | 0 |
_aPrivate wealth : _bwealth management in practice / _c[edited by] Stephen M. Horan. |
| 260 |
_aHoboken, N.J. : _bWiley, _c2009. |
||
| 300 |
_aix, 564 p. : _bill. ; _c26 cm. |
||
| 490 | 1 | _aCFA Institute investment perspectives series | |
| 504 | _aIncludes bibliographical references and index. | ||
| 505 | 0 | _aThe future of retirement planning / Robert C. Merton -- Is personal finance a science? / Paul A. Samuelson -- Lifetime financial advice: human capital, asset allocation, and insurance / Roger G. Ibbotson ... [et al.] -- The theory of optimal life-cycle saving and investing / Zvi Bodie, Jonathan Treussard, and Paul Willen -- Is conventional financial planning good for your financial health? / Laurence J. Kotlikoff -- The life care annuity / Mark J. Warshawsky -- The longevity annuity: an annuity for everyone? / Jason S. Scott -- A sustainable spending rate without simulation / Moshe A. Milevsky and Chris Robinson -- Asset allocation without unobservable parameters / Michael Stutzer -- Investment management for taxable private investors / Jarrod Wilcox, CFA: Jeffrey E. Horvitz and Dan diBartolomeo -- Core/satellite strategies for the high-net-worth investor / Clifford H. Quisenberry -- The higher equity risk Premium created by taxation / Martin L. Leibowitz -- Tax deferral and tax-loss harvesting / Jeffrey E. Horvitz -- Tax management, loss harvesting, and HIFO accounting / Andrew L. Berkin and Jia Ye -- Investing with a tax-efficient eye / Robert N. Gordon -- Diversifying concentrated holdings / Scott D. Welch -- Hedging low-cost-basis stock / Robert N. Gordon -- Tax-advantaged savings accounts and tax-efficient wealth accumulation / Stephen M. Horan -- After-tax asset allocation / William Reichenstein -- Withdrawal location with progressive tax rates / Stephen M. Horan -- After-tax performance evaluation / James M. Poterba -- Taxable benchmarks: the complexity increases / Lee N. Price -- Explaining after-tax mutual fund performance / James D. Peterson ... [et al.]. | |
| 650 | 0 | _aFinance, Personal. | |
| 650 | 0 |
_aRetirement income _xPlanning. |
|
| 650 | 0 |
_aInvestments. _960067 |
|
| 700 | 1 | _aHoran, Stephen Michael. | |
| 830 | 0 | _aCFA Institute investment perspectives series. | |
| 907 |
_a.b15046679 _b2021-05-28 _c2019-11-12 |
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| 942 |
_c01 _n0 _kHG179.P735 |
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| 914 | _avtls003467120 | ||
| 991 | _aFakulti Ekonomi & Perniagaan - FEP | ||
| 998 |
_at _b2011-01-05 _cm _da _feng _gnju _y0 _z.b15046679 |
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| 999 |
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