Zobrazeno 1 - 10
of 149
pro vyhledávání: '"Stephen M. Horan"'
Autor:
Donald R. Chambers, Stephen M. Horan
Publikováno v:
The Journal of Alternative Investments. 25:93-117
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::91a80daa227e7f48c29ccc24e6c8129e
https://doi.org/10.3905/jai.2022.1.179
https://doi.org/10.3905/jai.2022.1.179
Autor:
Stephen M. Horan
Publikováno v:
FINANCIAL PLANNING REVIEW. 5
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::4b2d826f3ad23e295c7df395ca6fd06f
https://doi.org/10.1002/cfp2.1153
https://doi.org/10.1002/cfp2.1153
Autor:
Stephen M. Horan
Publikováno v:
FINANCIAL PLANNING REVIEW. 5
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_dedup___::c6ea6c810b41515c480acf9fe2ac0683
https://doi.org/10.1002/cfp2.1150
https://doi.org/10.1002/cfp2.1150
Publikováno v:
Practical Applications. :pa.2022.pa521
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::5e1d65de88894e201e4cab77f47c30fc
https://doi.org/10.3905/pa.2022.pa521
https://doi.org/10.3905/pa.2022.pa521
Publikováno v:
Financial Analysts Journal. 71:70-77
Asset allocation is profoundly influenced by at least two underappreciated concepts. First, tax-deferred accounts—for example, 401(k)s—are like partnerships in which the investor owns (1 – tn) of the partnership principal and the government own
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::686f4e989ffc189b169f80f479f53f19
https://doi.org/10.2469/faj.v71.n1.10
https://doi.org/10.2469/faj.v71.n1.10
Autor:
Robert R. Johnson, Stephen M. Horan
Publikováno v:
The Journal of Wealth Management. 17:14-30
Human capital represents a large proportion of the assets on almost all investors’ life balance sheets and varies considerably in magnitude and character, which we show profoundly influences optimal asset allocation of a family’s financial assets
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::faff48dd2809ab9d6f4880f8ad08bc9c
https://doi.org/10.3905/jwm.2014.17.1.014
https://doi.org/10.3905/jwm.2014.17.1.014
Publikováno v:
The Journal of Wealth Management. 16:99-111
Finding effective technology solutions to meet on-going analysis and reporting requirements is critically important for wealth management professionals. This article will help family offices improve the management of their operations by offering a st
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::9e6409985e98f950734aa7731afb0db2
https://doi.org/10.3905/jwm.2013.16.2.099
https://doi.org/10.3905/jwm.2013.16.2.099
Autor:
Stephen M. Horan, Robert R. Johnson
Publikováno v:
The Journal of Wealth Management. 16:9-21
An often-ignored component of an individual’s wealth, but one that can dominate one’s portfolio, is human capital. More often than not, individuals don’t take their biggest asset—human capital—into account when making portfolio decisions. I
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::0ca2fdbeb4360679844810c00425d810
https://doi.org/10.3905/jwm.2013.16.1.009
https://doi.org/10.3905/jwm.2013.16.1.009
Publikováno v:
The Journal of Wealth Management. 14:8-40
Private wealth management is the investment management specialization focused on high-net-worth individuals and families. Portfolio design and investment solutions in private wealth management are customized to reflect the complexities of the investo
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::c28a6b53a7ee95ed3050882de7aed4a3
https://doi.org/10.3905/jwm.2011.14.1.008
https://doi.org/10.3905/jwm.2011.14.1.008
Autor:
Stephen M. Horan
Publikováno v:
The Journal of Wealth Management. 12:9-12
Atkins and Caliendo [2009] analyze the choice of when to optimally initiate the receipt of Social Security benefits. They assume an individual choosing to receive benefits early can invest the proceeds at a return greater than the risk-free rate. Thi
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::3d5d4bb177edf8071b83f2a963acee92
https://doi.org/10.3905/jwm.2009.12.3.009
https://doi.org/10.3905/jwm.2009.12.3.009