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Issue

Jul/Aug 2017: Advanced Wealth Management

Articles

A New Six-Step Retirement-Advice Process

Mark Chamberlain

Bonds Are Different: Active versus Passive Management in 12 Points

Jamil Baz, PhD
Ravi Mattu, PhD
Helen Guo, PhD
James Moore

Family Office and Wealth Management Industry Trends

Jan Vega
Pat Soldano, CFP®

Impact of Women in Corporate Leadership: The Relative Stock Performance of Gender-Diverse Boards

Blair duQuesnay, CFA®, CFP®
Suzanne Mestayer, CIMA®

Learning to Govern: The Role of Lifelong Learning in Family Leadership and Managing Family Wealth

Barton Parrott

Private Equity for Individual Investors: Historical Impediments and New Opportunities

Bob Rice

Rethinking Alternative Investments: Natural Event Risk Is a Strong Fundamental Diversifier

Peter J. DiFiore, PhD, CAIA®
Cedric Drui, CFA®, CAIA®
Charles Mixon

The Only Certainty is Uncertainty: Proven Risk Management Strategies That Can Help

Mitchell H. Caplan

The Secret Sauce of Exchange-Traded Funds

Robert N. Gordon

The Shapes of Retirement Planning: Are You a Curve, a Triangle, or a Rectangle?

Francois Gadenne, RMA®
Patrick J. Collins, PhD, CFA®, RMA®

Using Rising Interest Rates and Deferred Tax Assets to Enhance Tax-Efficiency

Elizabeth Ostrander, CPWA®
Thomas J. Boczar, JD, CPWA®, CFA®

Working with Corporate Executives

Aaron Petersen, CFP®
Michelle J. Black, CIMA®, CPWA®