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Wealth Management (Editor's Choice) eJournal

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Viewing: 1 - 27 of 27 papers

1.

Explaining the Recent Failure of Value Investing

NYU Stern School of Business
Number of pages: 29 Posted: 28 Aug 2019 Last Revised: 31 Mar 2020
Working Paper Series
New York University - Stern School of Business and University of Calgary - Haskayne School of Business
Downloads 5,596
2.

Do Global Stocks Outperform US Treasury Bills?

Number of pages: 85 Posted: 09 Jul 2019
Working Paper Series
Arizona State University, Hong Kong Polytechnic University, Arizona State University (ASU) - Finance Department and Hong Kong Polytechnic University
Downloads 4,134
3.

The US Bond Market before 1926: Investor Total Return from 1793, Comparing Federal, Municipal and Corporate Bonds Part II: 1857 to 1926

Number of pages: 135 Posted: 18 Sep 2019
Working Paper Series
Santa Clara University - Leavey School of Business
Downloads 1,040
4.

The Performance of Exchange-Traded Funds

Number of pages: 21 Posted: 06 Oct 2019
Working Paper Series
Robeco Quantitative Investments and VU University Amsterdam - Finance
Downloads 803
5.

Wealth Taxes

Fama-Miller Working Paper
Number of pages: 4 Posted: 14 Jun 2019 Last Revised: 07 Feb 2020
Working Paper Series
University of Chicago - Finance
Downloads 314
6.

Should Taxable Investors Shun Dividends?

The Journal of Wealth Management, Winter 2019, 22 (3) 49-69; DOI: org/10.3905/jwm.2019.1.080
Number of pages: 42 Posted: 24 Jun 2019 Last Revised: 07 Nov 2019
Accepted Paper Series
AQR Capital Management, LLC, AQR Capital Management, LLC, AQR Capital Management, LLC and AQR Capital Management, LLC
Downloads 281
7.

Compound Returns

Proceedings of Paris December 2019 Finance Meeting EUROFIDAI - ESSEC
Number of pages: 81 Posted: 15 Jun 2019 Last Revised: 01 Oct 2019
Working Paper Series
University of Gothenburg - Centre for Finance and University of Gothenburg - Centre for Finance
Downloads 272
8.

Robo-Advisors: A Substitute for Human Financial Advice?

Number of pages: 14 Posted: 05 Jul 2019 Last Revised: 10 Jul 2019
Working Paper Series
University of Marburg | Institute of Accounting and Finance and University of Giessen - Department of Financial Services
Downloads 251
9.

Five Facts About Beliefs and Portfolios

Yale ICF Working Paper No. 2019-05, Wharton Pension Research Council Working Paper No. 2019-07, NYU Stern School of Business
Number of pages: 76 Posted: 08 Mar 2019 Last Revised: 31 Mar 2020
Working Paper Series
Yale School of Management, Harvard University, New York University (NYU) - Leonard N. Stern School of Business and Vanguard

Multiple version iconThere are 4 versions of this paper

Downloads 229
10.

Active Investing as a Negative Sum Game: A Critical Review

Journal of Investment Management, Forthcoming
Number of pages: 20 Posted: 23 Aug 2019 Last Revised: 22 Jan 2020
Working Paper Series
Australian National University (ANU) - Research School of Finance, Actuarial Studies and Statistics
Downloads 183
11.

Managing to Target (II): Dynamic Adjustments for Retirement Strategies

Number of pages: 16 Posted: 12 Sep 2019
Working Paper Series
IESE Business School
Downloads 180
12.

Wealth Tax Design: Lessons from Estate Tax Avoidance

UCLA School of Law, Law-Econ Research Paper No. 20-01
Number of pages: 29 Posted: 29 Jan 2020
Working Paper Series
University of California, Los Angeles (UCLA) - School of Law and University of California, Los Angeles (UCLA) - School of Law
Downloads 157
13.

Financial Literacy and Attitudes to Cryptocurrencies

Number of pages: 81 Posted: 15 Nov 2019
Working Paper Series
University of Glasgow - Adam Smith Business School and University of Glasgow
Downloads 151
14.

Leveraging Overconfidence

Number of pages: 56 Posted: 07 Sep 2019 Last Revised: 26 Dec 2019
Working Paper Series
University of California, Davis, Washington University in St. Louis - Olin Business School, Securities and Exchange Commission and University of California, Berkeley - Haas School of Business
Downloads 145
15.

Know Thyself Financially: How Financial Self-awareness Can Benefit Consumers and Financial Advisors

Number of pages: 37 Posted: 02 Nov 2019
Working Paper Series
Rice University - Jesse H. Jones Graduate School of Business and Rice University - Jesse H. Jones Graduate School of Business
Downloads 89
16.

Social Security Benefit Valuation, Risk, and Optimal Retirement

Number of pages: 29 Posted: 16 Aug 2019 Last Revised: 02 Sep 2019
Working Paper Series
New Jersey Institute of Technology - Martin Tuchman School of Management, New Jersey Institute of Technology - Martin Tuchman School of Management, New Jersey Institute of Technology, New Jersey Institute of Technology and New Jersey Institute of Technology - Martin Tuchman School of Management
Downloads 67
17.

Barking Up The Wrong Tree: Return-chasing in Mutual Funds

Number of pages: 47 Posted: 05 Jan 2020 Last Revised: 11 Jan 2020
Working Paper Series
University of Connecticut and University of Rochester, Simon Business School
Downloads 63
18.

When Mutual Fund Managers Write Confidently

Number of pages: 83 Posted: 16 Jan 2020
Working Paper Series
Nanjing University, University of California, Riverside, Virginia Tech and University of Iowa
Downloads 54
19.

Over the Top: Why an Annual Wealth Tax for Canada is Unnecessary

C.D. Howe Institute Commentary 546, 2019, isbn 978-1-989483-07-7
Number of pages: 20 Posted: 25 Jun 2019
Working Paper Series
Queen's University and University of Liege - Research Center on Public and Population Economics
Downloads 53
20.

How Best to Annuitize Defined Contribution Assets?

Number of pages: 40 Posted: 10 Nov 2019
Working Paper Series
Boston College - Center for Retirement Research, Boston College - Center for Retirement Research and Boston College - Center for Retirement Research
Downloads 46
21.

Trends in Household Portfolio Composition

FEDS Working Paper No. 2019-069
Number of pages: 51 Posted: 22 Oct 2019
Working Paper Series
Board of Governors of the Federal Reserve System, Board of Governors of the Federal Reserve System and New England Public Policy Institute, Federal Reserve Bank of Boston

Multiple version iconThere are 2 versions of this paper

Downloads 43
22.

When Saving Is Not Enough – The Wealth Decumulation Decision in Retirement

CFS Working Paper, No. 634, 2019
Number of pages: 42 Posted: 11 Nov 2019
Working Paper Series
University of Mannheim and University of Mannheim - Department of Banking and Finance

Multiple version iconThere are 2 versions of this paper

Downloads 43
23.

Buy-and-Hold and Constant-Mix May Be Better Allocation Strategies than You Think

Number of pages: 20 Posted: 17 Dec 2019 Last Revised: 13 Feb 2020
Working Paper Series
University of Connecticut - Department of Finance
Downloads 41
24.

Stopping the Clock On Retirement: Target Wealth Stopping Time Problems

Number of pages: 36 Posted: 06 Nov 2019 Last Revised: 26 Dec 2019
Working Paper Series
affiliation not provided to SSRN and Bloomberg L.P.
Downloads 34
25.

Unfinished Business: A Multicommodity Intertemporal Planner-Doer Framework

Review of Behavioral Finance, Forthcoming
Number of pages: 59 Posted: 08 Nov 2019
Accepted Paper Series
Santa Clara University - Leavey School of Business
Downloads 19
26.

Characteristics and Motives of Roth Converters: Evidence from the 2010 Repeal of Income Limits

Number of pages: 56 Posted: 12 Jul 2019
Working Paper Series
U.S. Department of the Treasury and Joint Committee on Taxation, U.S. Congress
Downloads 14
27.

Tax-Sheltered Retirement Accounts: Can Financial Education Improve Decisions?

NBER Working Paper No. w26128
Number of pages: 77 Posted: 07 Aug 2019 Last Revised: 07 Aug 2019
Working Paper Series
HEC Montreal - Department of Finance, HEC Montreal - Department of Finance and HEC Montreal
Downloads 2