Investment Counseling for Private Clients II

Education & Teaching

Jean L.P. Brunel

James M. Poterba

Dorothy C. Kelly

Leslie S. Kiefer

David M. Stein

Ivan Rudolph-Shabinsky

Joel M. Dickson

Gregory R. Friedman

Karen W. Spero

Studying & Workbooks

AIMR (CFA Institute)

<p>Small is different from large. And the investment needs of private clients differ from those of institutional clients. These differences translate into specialized techniques for managing portfolios for private clients. This proceedings addresses the unique needs of private clients and the ensuing portfolio management approaches, approaches that range from diversification and asset allocation issues to estate planning and tax considerations.</p>

Investment Counseling for Private Clients III

Business & Money

Lee N. Price

Janet T. Miller

James E. Hughes Jr.

Darryl L. Meyers

Scott D. Welch

Robert N. Gordon

Lawrence J. Macklin

Patricia M. Thompson

David F. Lamere

Economics

Developments in Quantitative Investment Models

H. Russell Fogler

Ronald N. Kahn

R. Max Darnell

Paul C. Pfleiderer

Orhan Karaali

J. Doyne Farmer

Cfa Inst

<p>Nearly every investor's wealth has been negatively affected by the recent precipitous declines in the stock market. This development only adds to the challenges already facing private wealth managers, such as tax management, intergenerational wealth transfer, and business succession planning. Success depends on translating each client's specific goals and objectives into a focus on core investment objectives and on being able to maximize returns, reduce risk, and achieve adequate diversification. This proceedings brings together authors who are able to offer valuable insights on a wide array of topics associated with the unique demands of private wealth management.</p>

Investment Counseling for Private Clients IV

Meir Statman

Lori R. Runquist

Louisa W. Sellers

Andrew F. Siegel

Natalie B. Choate

Fredda Herz Brown

John Philip Coghlan

Ernest M. Ankrim

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Books by David M. Stein