" William Reichenstein, " After-Tax Wealth and Returns Across Savings Vehicles Journal of Private Portfolio free android slot games keks Management, Spring 2000 (90kb).
Actually, that's not completely true they are the preferred choice for Variable Annuity salespeople (who make large commissions on each sale).
" The Efficient Market Hypothesis and Random Walk Theory Investor Home, 1999.A decision tree which helps walk an individual through their options in dealing with a highly appreciated security. .This is in addition, of course, to the benefit of the tax-deduction you get for charitable gifts of any kind.For any loss, or by reason of any breach, which results." This paper confirmed the existence of a value premium.This paper shows that there is good reason to believe that equity returns outside the US in the near future may be somewhat higher than domestic returns." Twenty years or less from now the challenge will be not 'the case for global investing' but 'why deviate from a globally diversified equity portfolio.' " Claude.Note that equal weighting is perhaps the simplest of the infinitely many possible alternative (i.e., non-market-cap) weighting schemes.We can beat any car glass, windscreen repair or windscreen replacement" and save you money.Athavale and Terry.Peterson, " A Reexamination of Tax-Deductible IRAs, Roth IRAs and 401(k) Investments Financial Services Review, Volume 10 N1-4, 2001 (142kb).This paper studies the factors which influence the difference between returns on corporate bonds and government bonds. .A plausible and reasonable theory why the strategy works is far more important than simply knowing that it did work. .Franco Modigliani and Leah Modigliani, "Risk-Adjusted Performance Journal of Portfolio Management, Winter 1997,.Investors were not rewarded for international diversification.
Roger Clarke, Harindra de Silva, and Steven Thorley, " Fundamentals of Efficient Factor Investing Financial Analysts Journal, November/December 2016,.Utkus, " Lessons from Behavioral Finance for Retirement Plan Design Pension Research Council Working Paper 2003-6, 2003 (357kb).Life Insurance Robert.It also points out two troubling biases which tend to be present in the data. .While we generally recommend reits be used only in tax-exempt portfolios, this article describes a little-known tax benefit of having them in taxable accounts: a portion of reit dividends is considered a "return of capital" and is not taxed the same as other dividends.A good summary of the major issues and the major alternatives surrounding the problem of concentrated portfolios.Journal of Financial Planning, April 2002,.Gerasimowicz, " Diversification from.S.This paper examines the source of risk mille lacs casino jobs premiums for commodities futures and distinguishes it from the theory of normal "backwardation." Robert.
A similar article, "Rethinking the Family's Asset Allocation appeared in Journal of Financial Planning, May 2001,.
This seminal paper laid out clearly some of the principal phenomena affecting bond pricing.
Riepe and Matthew.