This monograph explores central issues surrounding the use of tax-deferred investment accounts as a means of accumulating wealth and presents a useful framework, grounded in basic time-value-of-money concepts, that can be readily implemented by investment professionals (U.S. as well as non-U.S. based) in various tax environments (current as well as future).

Tax-Advantaged Savings Accounts and Tax-Efficient Wealth Accumulation

Stephen M. Horan

Research Foundation of CFA Institute

Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book <ul> <li>Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition Â- endorsed by investment luminaries Charles Schwab and John Bogle</li> <li>Presents an approach that places achieving client objectives ahead of investment vehicles</li> <li>Applicable for self-study or classroom use</li> </ul> Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever.

The New Wealth Management: The Financial Advisors Guide to Managing and Investing Client Assets (CFA Institute Investment Series)

Thomas R. Robinson

Roger G. Ibbotson

Harold R. Evensky

wiley

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Books by Stephen M. Horan