Lifestyle, Wealth Transfer and Asset Classes


This is 2007 CFA Level 3 LOS 21
Total Page: 28
Excerpts from “Lifestyle, Wealth Transfer and Asset Classes,” Ch. 4, and “Techniques for Improving After-Tax Investment Performance,” Ch. 6,
Investment Management for Taxable Private Investors, Jarrod Wilcox, Jeffrey E. Horvitz, and Dan diBartolomeo (The Research Foundation of CFA Institute, 2006)