Stephen Horan

CFP Board of Standards

Executive Editor

1425 K Street NW #800

Washington, DC 20005

United States

University of North Carolina Wilmington

601 South College Road

Wilmington, NC 28403

United States

  • CFP Board of Standards

  • University of North Carolina Wilmington

    • Email
    • Tel: 4342272281
    • Fax: 28405
SCHOLARLY PAPERS

8

DOWNLOADS

1,148

TOTAL CITATIONS

6

Scholarly Papers (8)

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1.

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

Number of pages: 41 Posted: 30 Sep 1998
Stephen Horan and D. Bruce Johnsen
CFP Board of Standards and Independent
Downloads 511 (119,776)
Citation 3

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2.

ESG Investment Outcomes, Performance Evaluation, and Attribution

CFA Institute Research Foundation Briefs, October 2022, https://doi.org/10.56227/22.1.14
Number of pages: 34 Posted: 21 Oct 2022
Stephen Horan, Elroy Dimson, Kenneth Blay, Glen K. Yelton and Ankit Agarwal
CFP Board of Standards, University of Cambridge - Judge Business School, INVESCO Global Asset Management, N.A., INVESCO Global Asset Management, N.A. and INVESCO Global Asset Management, N.A.
Downloads 280 (235,419)

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3.

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

Number of pages: 37 Posted: 15 Nov 2004
Stephen Horan and D. Bruce Johnsen
CFP Board of Standards and Independent
Downloads 273 (241,647)
Citation 3

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Portfolio choice, Investment Decisions

4.

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 Horan, Ashraf Al Zaman and Ashraf Al Zaman
CFP Board of Standards and Sobey School of Business, St. Mary's University, CanadaSaint Mary's University, Canada - Sobey School of Business
Downloads 84 (644,071)

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

5.

Perspectives: Two Key Concepts for Wealth Management and Beyond

Financial Analysts Journal, Vol. 68, No. 1, 2012
Posted: 24 Jan 2012
William Reichenstein, William W. Jennings and Stephen Horan
Baylor University - Department of Finance, Insurance & Real Estate, U.S. Air Force Academy - Department of Management and CFP Board of Standards

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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

6.

Withdrawal Location with Progressive Tax Rates

Financial Analysts Journal, Vol. 62, No. 6, pp. 77-87, November/December 2006
Posted: 21 Dec 2006
Stephen Horan
CFP Board of Standards

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Private Wealth Management, Tax-Efficient Investing

7.

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

Posted: 16 Jun 1998
Stephen Horan
CFP Board of Standards

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8.

An Analysis of Nondeductible Ira Contributions and Roth Ira Conversions

Posted: 16 Jun 1998
Stephen Horan, Jeffery H. Peterson and Robert W. McLeod
CFP Board of Standards, Saint Bonaventure University and University of Alabama

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