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- W4366987590 abstract "We characterize the wealth management literature that <italic>The Journal of Wealth Management</italic> helped define over the last quarter century and then assess its impact. Eight key areas of emphasis include goals-based asset allocation, tax barriers, the extended portfolio, asset location, after-tax asset allocation, tax-loss harvesting, concentrated portfolios, and qualitative matters. <italic>The Journal of Wealth Management</italic> has contributed valuably in each of these areas and is increasingly well regarded among academic researchers. Some gaps in the literature, however, remain." @default.
- W4366987590 created "2023-04-27" @default.
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- W4366987590 date "2023-04-25" @default.
- W4366987590 modified "2023-09-29" @default.
- W4366987590 title "Toward a Literature of Wealth Management" @default.
- W4366987590 doi "https://doi.org/10.3905/jwm.2023.1.207" @default.
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