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The Journal of Wealth Management

Portfolio Management Research

Finance & Accounting
AJG 1ABDC B
Abstract coverage—see Methodology
Recent paperssorted by most recent
PaperYearCitations
After-Tax Benchmarking: Developing an Industry Standard to Level the Playing Field
Jonathan Boersma et al.
20260 citations
Editor’s Letter
Paul Bouchey
20260 citations
Rethinking Office REITs: Risk and Return after COVID
D.K. Malhotra
20260 citations
The Evolving Family Office Landscape: Our Five Predictions and Two New Challenges
Kirby Rosplock & Barbara R. Hauser
20260 citations
The Dollar’s Reign: How America’s Currency Conquered and Rules the World
Edward N.W Aw
20260 citations
Tax-Efficient Investing in Private Markets: A New Framework for Standardized Tax-Adjusted Performance and Tax Alpha
William Lesik & Tom Bratkovich
20260 citations
Interpreting Omega Ratio for Goals-Based Wealth Management
Harshad Khadilkar et al.
20260 citations
Facilitating Portfolio Construction Using Ex-Ante Information Ratios and Maximum Sharpe Ratios
Tom Arnold et al.
20251 citations
Editor’s Letter
Jean Brunel & Paul Bouchey
20250 citations
The Interplay of Risk Divergence, Economic Pressure, and Financial Stress in Investment Decision-Making
Heena Joshi & Sweety Shah
20250 citations
Flight to Quality and Return to Risk: Foreign Investment Patterns in US Securities Amidst COVID-19
Srinivas Nippani et al.
20250 citations
Daniel Kahneman’s Contributions to Well-Being
Meir Statman
20250 citations
Cryptocurrency and Innovation: The Relationship with Technology in Light of Risk Aversion and Market Sentiment
Angelo Corelli et al.
20250 citations
Pros and Cons of Retirement: Financial Literacy and Its Implications for Wealth Management
David Spohn et al.
20250 citations
The Impact of Subjective Financial Knowledge on Perceived Retirement Adequacy for US Working Adults
Congrong Ouyang et al.
20250 citations
Blinded by Bias: The Effects of Hindsight and Survivorship Bias in Managed Futures
Joel Handy & Lorent Meksi
20250 citations
The Detriments of Detachment: Consequences for Customer-Wealth Manager Relationships
Falkor Eckardt & Hester Spies
20250 citations
The Dividend Reinvestment Puzzle: Solution by a Survey
Meir Statman et al.
20250 citations
Editor’s Letter
Jean Brunel & Paul Bouchey
20250 citations
Structured Estate Planning: A Model for Reducing Taxable Value through Optimized Withdrawals under Current US Tax Laws
Charles A. Stone & Anne Zissu
20250 citations

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