Bridge over ocean
1 January 2006 Research Foundation

Investment Management for Taxable Private Investors (corrected)

  1. Jarrod W. Wilcox
  2. Jeffrey E. Horvitz
  3. Dan DiBartolomeo
Investment Management for Taxable Private Investors (corrected) View the full book (PDF)

Private investors are more diverse than institutional investors and subject to complex tax laws. This handbook provides vital information—with a minimum of mathematics—on customizing applications of investment theory for a "market of one." Among the topics covered are the benefits of viewing private portfolio management as a manufacturing process.

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