The Journal of Wealth Management (1520-4154) | AMiner期刊详情 | AMiner

The Journal of Wealth Management (1520-4154) | AMiner期刊详情 | AMiner

年发文量

研究主题

论文（989）

排序

时间引用

1A Framework for Managing Concentrated Wealth

Stuart E. Lucas

2026

引用

2The Concentrated Stock Conundrum

Paul Bouchey, Ramesh Poola, Mahesh Pritamani

2026

引用

3Tax-Efficient Investing in Private Markets: A New Framework for Standardized Tax-Adjusted Performance and Tax Alpha

William Lesik, Tom Bratkovich

2026

引用

4The Dollar’s Reign: How America’s Currency Conquered and Rules the World

Edward N.W. Aw

2026

引用

5Scenario-Based Forecasts: Using Narratives and Human Judgment to Derive Expected Return, Volatility, Asymmetry, and Fat Tails

Bill Wynne

2026

引用

6Interpreting Omega Ratio for Goals-Based Wealth Management

Harshad Khadilkar, Sukrit Mittal, Sirisha Gorjala, Hungjen Wang, Anand Radhakrishnan, Deep Srivastav

2026

引用

7Concentrated Wealth in Behavioral Portfolios

2026

引用

8Optimizing Asset Disposition for Inheritance: A Quantitative Analysis of the Critical Loss Rate and Stepped-Up Basis

Charles A. Stone,Anne Zissu

2026

引用

9Managing Concentrated Positions Through a Goals-Based Framework

Claire Lampazzi

2026

引用

10Prepaid Variable Forward Contracts: McKelvey Postmortem, Common Misunderstandings, and Guidelines for Avoiding Issues

Mark Fichtenbaum, Roy Haya

2026

引用

11The Evolving Family Office Landscape: Our Five Predictions and Two New Challenges

Kirby Rosplock, Barbara R. Hauser

2026

引用

12Rethinking Office REITs: Risk and Return after COVID

Davinder Malhotra

2026

引用

13Listed Option Collars with Margin Loans Are Structurally Inferior to Variable Prepaid Forwards: Character Degradation and Phantom Income

Brent Sullivan, Roy Haya, Ralph Drybrough

2026

引用

14After-Tax Benchmarking: Developing an Industry Standard to Level the Playing Field

Jonathan Boersma, Brad Waitsman, Eric Linker

2026

引用

15Legacy at Risk: Weighing and Responding to Concentrated Equity’s Vulnerability to Drawdowns

Steve Edwards, Spencer J. Cavallo

2026

引用

16Combining Charitable Remainder Unitrusts and Tax-Aware Strategies to Diversify Low-Basis Stock

Joseph Liberman,Nathan Sosner, Jonathan Maron

2026

引用

17A Brief Guide to the Mathematics and Taxation of Charitable Remainder Unitrusts

Nathan Sosner, Catherine Chen, Roxana Steblea-Lora

2026

引用

18The Role of Money Origins in Shaping Private Investors’ Risk-Taking Propensity

Sonia Mair, Nadine Kammerlander

2025

引用

19Art on the Blockchain: from Artist to Investment Portfolio

Fidelio Tata

2025

引用

20Facilitating Portfolio Construction Using Ex-Ante Information Ratios and Maximum Sharpe Ratios

Tom Arnold, Joseph Farizo,David S. North

2025

引用

高被引作者

作者	引用	发文
Greg N Gregoriou	514	19
Charles P Jones	357	7
Leonard L. Lundstrum	324	3
Jean L.P. Brunel	290	26
Jean-Pierre Gueyie	202	2
David M. Stein	168	9
Mebane T Faber	160	1
Ashvin B Chhabra	140	6
William Reichenstein	139	14
Harry M. Kat	130	7

高产作者

作者	引用	发文
Jean L.P. Brunel	290	26
Greg N Gregoriou	514	19
John A. Haslem	48	15
Nathan Sosner	29	15
William Reichenstein	139	14
D.K. Malhotra	104	14
James Chong	120	13
G.Michael Phillips	120	13
Tom Arnold	12	13
Paul W Bouchey	94	12

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