Stephen M. Horan

CFA Institute

Head, University Relations

915 East High Street

Charlottesville, VA 22902

United States

SCHOLARLY PAPERS

7

DOWNLOADS

746

CITATIONS

2

Scholarly Papers (7)

1.

Portfolio Management, Private Information, and Soft Dollar Brokerage: Agency Theory and Evidence

George Mason Law & Economics Working Paper No. 00-15
Number of pages: 41 Posted: 30 Sep 1998
Stephen M. Horan and D. Bruce Johnsen
CFA Institute and George Mason University - School of Law
Downloads 482 (57,220)
Citation 1

Abstract:

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2.

Does Soft Dollar Brokerage Benefit Portfolio Investors: Agency Problem or Solution?

George Mason Law & Economics Research Paper No. 04-50
Number of pages: 37 Posted: 15 Nov 2004
Stephen M. Horan and D. Bruce Johnsen
CFA Institute and George Mason University - School of Law
Downloads 238 (126,798)
Citation 1

Abstract:

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Portfolio choice, Investment Decisions

3.

Risk-Sharing Implications for Roth IRA Conversions: Fact and Fiction

Financial Services Review, Forthcoming
Number of pages: 35 Posted: 04 Feb 2013 Last Revised: 13 Jul 2013
Stephen M. Horan and Ashraf Al Zaman
CFA Institute and Saint Mary's University
Downloads 26 (481,278)

Abstract:

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IRA, Roth IRA, IRA Conversion option, Recharacterization, Risk-return profile

4.

Perspectives: Two Key Concepts for Wealth Management and Beyond

Financial Analysts Journal, Vol. 68, No. 1, 2012
Posted: 24 Jan 2012
Baylor University - Department of Finance, Insurance & Real Estate, U.S. Air Force Academy - Department of Management and CFA Institute

Abstract:

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Portfolio Management, Tax Efficiency, Private Wealth Management, Investment Strategy and Asset Allocation, Tax-Aware Investment Strategies, Investment Vehicles and Asset Class Exposures, Tax-Deferred or Tax-Exempt Savings Vehicles

5.

Withdrawal Location with Progressive Tax Rates

Financial Analysts Journal, Vol. 62, No. 6, pp. 77-87, November/December 2006
Posted: 21 Dec 2006
Stephen M. Horan
CFA Institute

Abstract:

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Private Wealth Management, Tax-Efficient Investing

6.

A Comparison of Indexing and Beta Among Pension and Non-Pension Assets

The Journal of Financial Research, Fall 1998
Posted: 16 Jun 1998
Stephen M. Horan
CFA Institute

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7.

An Analysis of Nondeductible Ira Contributions and Roth Ira Conversions

Financial Services Review, Vol. 6 No. 4
Posted: 16 Jun 1998
Stephen M. Horan, Jeffery H. Peterson and Robert W. McLeod
CFA Institute, Saint Bonaventure University and University of Alabama

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