Suggested Topics within your search.
Suggested Topics within your search.
- Portfolio management
- Investments 10
- Finance, Personal 4
- Financial services industry 3
- Investment advisors 3
- Stocks 3
- Financial institutions 2
- Management 2
- Risk management 2
- 401(k) plans 1
- Business enterprises 1
- Corporations 1
- Day trading (Securities) 1
- Econometric models 1
- Economic aspects 1
- Evaluation 1
- Families 1
- Finance 1
- Financial planners 1
- Investment analysis 1
- Old age pensions 1
- Pension trusts 1
- Planning 1
- Retirement income 1
- Saving and investment 1
- Securities 1
- Taxation 1
- Wealth 1
- investment counsels 1
- portfolios (financial records) 1
Search alternatives:
rain » brain (Expand Search), pain (Expand Search)
train » tbrain (Expand Search), tpain (Expand Search), brain (Expand Search)
btrain » btbrain (Expand Search), btpain (Expand Search), bbrain (Expand Search), brain (Expand Search), strain (Expand Search)
tbbbrain » tbbbbrain (Expand Search), tbbbpain (Expand Search)
btttbrain » btttbbrain (Expand Search), btttbpain (Expand Search)
sbttttbrain » sbttttbbrain (Expand Search), sbttttbpain (Expand Search)
stbrain » stbbrain (Expand Search), stbpain (Expand Search), strain (Expand Search)
sbbbtrain » sbbbtbrain (Expand Search), sbbbtpain (Expand Search), sbbbbrain (Expand Search), sbbbrain (Expand Search), sbbstrain (Expand Search)
sbbbbrain » sbbbbbrain (Expand Search), sbbbbpain (Expand Search)
sbbbbbbbrain » sbbbbbbbbrain (Expand Search), sbbbbbbbpain (Expand Search)
sbstrain » sbstbrain (Expand Search), sbstpain (Expand Search), sbsbrain (Expand Search), strain (Expand Search), sustain (Expand Search)
sbbrain » sbbbrain (Expand Search), sbbpain (Expand Search)
barmain » bargain (Expand Search)
tbbpain » tbbrain (Expand Search), tbpain (Expand Search)
bpain » brain (Expand Search), pain (Expand Search)
sbbbbbbpain » sbbbbbbrain (Expand Search), sbbbbbpain (Expand Search)
bmain » brain (Expand Search)
sbmain » sbrain (Expand Search)
sbbbbbmain » sbbbbbrain (Expand Search)
sbbmain » sbbrain (Expand Search)
tstpain » tspain (Expand Search)
sbttpain » sbtpain (Expand Search)
tpain » pain (Expand Search)
rain » brain (Expand Search), pain (Expand Search)
train » tbrain (Expand Search), tpain (Expand Search), brain (Expand Search)
btrain » btbrain (Expand Search), btpain (Expand Search), bbrain (Expand Search), brain (Expand Search), strain (Expand Search)
tbbbrain » tbbbbrain (Expand Search), tbbbpain (Expand Search)
btttbrain » btttbbrain (Expand Search), btttbpain (Expand Search)
sbttttbrain » sbttttbbrain (Expand Search), sbttttbpain (Expand Search)
stbrain » stbbrain (Expand Search), stbpain (Expand Search), strain (Expand Search)
sbbbtrain » sbbbtbrain (Expand Search), sbbbtpain (Expand Search), sbbbbrain (Expand Search), sbbbrain (Expand Search), sbbstrain (Expand Search)
sbbbbrain » sbbbbbrain (Expand Search), sbbbbpain (Expand Search)
sbbbbbbbrain » sbbbbbbbbrain (Expand Search), sbbbbbbbpain (Expand Search)
sbstrain » sbstbrain (Expand Search), sbstpain (Expand Search), sbsbrain (Expand Search), strain (Expand Search), sustain (Expand Search)
sbbrain » sbbbrain (Expand Search), sbbpain (Expand Search)
barmain » bargain (Expand Search)
tbbpain » tbbrain (Expand Search), tbpain (Expand Search)
bpain » brain (Expand Search), pain (Expand Search)
sbbbbbbpain » sbbbbbbrain (Expand Search), sbbbbbpain (Expand Search)
bmain » brain (Expand Search)
sbmain » sbrain (Expand Search)
sbbbbbmain » sbbbbbrain (Expand Search)
sbbmain » sbbrain (Expand Search)
tstpain » tspain (Expand Search)
sbttpain » sbtpain (Expand Search)
tpain » pain (Expand Search)
-
1
Tax-aware investment management : the essential guide / Douglas S. Rogers.
Published 2006Full text (Wentworth users only)
Electronic eBook -
2
Managing Concentrated Stock Wealth : an Advisor's Guide to Building Customized Solutions.
Published 2015Table of Contents: “…Chapter Note -- Appendix -- PART II: GIFTS -- CHAPTER 7 Gifts to Family -- Transfer Taxes -- Income Tax Leverage -- Special Rules on Employer Stock -- Transfer Structures -- Gifts Under the Uniform Transfers to Minors Act -- Minorâ#x80;#x99;s Trust -- Intentionally Defective Grantor Trusts -- Family Limited Partnerships -- Gaining Psychic Distance -- CHAPTER 8 Nonqualified Stock Options: Gifts to Family -- Investment Leverage -- Tax Leverage -- Timing and Valuation -- CHAPTER 9 Gifts to Charity -- Tax Savings -- The Cost of Charitable Gifts -- Special Income Tax Considerations -- Loss Positions -- Short-Term Gains -- Seasoned Incentive Stock Option Stock -- Low-Basis Shares -- IRA Assets -- Tangible Personal Property -- Structures for Charitable Gifts -- Direct Gifts -- Donor-Advised Funds -- Private Foundations and Supporting Organizations -- A Word of Caution -- Appendix: Key Characteristics of Charitable Vehicles -- CHAPTER 10 Charitable Trusts -- The Charitable Remainder Trust -- Tax Requirements and Opportunities -- Tax Deferral -- Coordinating a CRT with the Clientâ#x80;#x99;s Financial Plan -- The Charitable Lead Trust -- CHAPTER 11 Nonqualified Stock Options: Gifts to Charity -- The Charitable Gift -- Mismatches of Valuation and Timing -- Why Bother? …”
Full text (Wentworth users only)
Electronic eBook -
3
Digital wealth : an automatic way to invest successfully / Simon Moore.
Published 2016Table of Contents: “…Longer-Term Mean ReversionAssessing Tilts in a Portfolio Context; Notes; Chapter 15 Establishing a Tax-Efficient Portfolio; Tax Shelters; Tax Efficiency for Retirement; Tax Efficiency for College; Tax Efficiency for Giving; Tax-Efficient Asset Placement; Tax Loss Harvesting; Offsetting Gains with Losses; The Principal of Tax Deferral; How Tax Loss Harvesting Works; Challenges of Implementing Tax Loss Harvesting; Conclusion; Chapter 16 The Value of Rebalancing and Glidepaths; Rebalancing Keeps a Portfolio on Course; Tiered Rebalancing; Glidepaths; Notes; Chapter 17 How to Manage a Market Crash.…”
Full text (Wentworth users only)
Electronic eBook -
4
Digital wealth : an automatic way to invest successfully / Simon Moore.
Published 2016Table of Contents: “…Longer-Term Mean ReversionAssessing Tilts in a Portfolio Context; Notes; Chapter 15 Establishing a Tax-Efficient Portfolio; Tax Shelters; Tax Efficiency for Retirement; Tax Efficiency for College; Tax Efficiency for Giving; Tax-Efficient Asset Placement; Tax Loss Harvesting; Offsetting Gains with Losses; The Principal of Tax Deferral; How Tax Loss Harvesting Works; Challenges of Implementing Tax Loss Harvesting; Conclusion; Chapter 16 The Value of Rebalancing and Glidepaths; Rebalancing Keeps a Portfolio on Course; Tiered Rebalancing; Glidepaths; Notes; Chapter 17 How to Manage a Market Crash.…”
Full text (Wentworth users only)
Electronic eBook -
5
Financial Advice and Investment Decisions : a Manifesto for Change.
Published 2013Table of Contents: “…Resisting Forecasting OverconfidenceMaking Estimates More Robust to Extreme Observations; Taking Context into Account; Making Better Use of Information in Decisions; CHAPTER 7 Controlling Investing Behavioral Biases; Facing Up to Complexity; Promoting Independent Thinking; Controlling Organizational Biases; CHAPTER 8 Tax Efficient Investing; Context; Taxes that Affect Investment Returns; General Principles of After-Tax Investing; Measurement of After-Tax Performance and Benchmarks; CHAPTER 9 Matching Investment Vehicles to Needs; Revisiting Risk Aversion; Taxes Again; Diversification.…”
Full text (Wentworth users only)
Electronic eBook -
6
Financial Advice and Investment Decisions : a Manifesto for Change.
Published 2013Table of Contents: “…Resisting Forecasting OverconfidenceMaking Estimates More Robust to Extreme Observations; Taking Context into Account; Making Better Use of Information in Decisions; CHAPTER 7 Controlling Investing Behavioral Biases; Facing Up to Complexity; Promoting Independent Thinking; Controlling Organizational Biases; CHAPTER 8 Tax Efficient Investing; Context; Taxes that Affect Investment Returns; General Principles of After-Tax Investing; Measurement of After-Tax Performance and Benchmarks; CHAPTER 9 Matching Investment Vehicles to Needs; Revisiting Risk Aversion; Taxes Again; Diversification.…”
Full text (Wentworth users only)
Electronic eBook -
7
Handbook of investment administration / Kevin Rothwell.
Published 2007Full text (Wentworth users only)
Electronic eBook -
8
-
9
Effective Product Control : Controlling for Trading Desks.
Published 2017Full text (Wentworth users only)
Electronic eBook -
10
-
11
Effective Product Control : Controlling for Trading Desks.
Published 2017Full text (Wentworth users only)
Electronic eBook -
12
The quest for alpha : the holy grail of investing / Larry E. Swedroe.
Published 2011Full text (Wentworth users only)
Electronic eBook -
13
Portfolio construction and analytics / Frank J. Fabozzi, Dessislava Pachamanova.
Published 2016Full text (Wentworth users only)
Electronic eBook -
14
Portfolio construction and analytics / Frank J. Fabozzi, Dessislava Pachamanova.
Published 2016Full text (Wentworth users only)
Electronic eBook -
15
-
16
401(k) day trading : the art of cashing in on a shaky market in minutes a day / Richard Schmitt.
Published 2011Full text (Wentworth users only)
Electronic eBook -
17