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Tax-Aware Investment Management
The Essential Guide
Hardcover | 1 January 2006 | Edition Number 1
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Hardcover
RRP $182.55
$133.95
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Industry Reviews
?Charlotte B. Beyer
Founder and CEO, Institute for Private Investors
"If you believe it's not what you make but what you keep, this is must-reading. Practical, pragmatic and professional, Doug Rogers brings a wealth of knowledge and common sense to tax-aware investment management. Planning, measuring and implementing, product and process?it's all here."
?Harold Evensky
Chairman, Evensky & Katz
Author, Wealth Management
"Finally! A to-do manual on how best to keep the money our investments make! Most investors?and most investment managers?invest as though taxes can?t be managed (or worse, don't exist). Doug Rogers has studied these issues as much as almost anyone in the finance world and has assembled a commonsense guide to help navigate our investment choices with an eye on the tax man's take."
?Robert D. Arnott
Chairman, Research Affiliates, LLC
Editor, Financial Analysts Journal
"Doug Rogers combines his many years of experience with a high degree of technical knowledge to create an innovative guide with a fresh perspective on tax-aware strategies. In my opinion, it is an essential tool for private investors and wealth management professionals to manage portfolios holistically and effectively."
?Ralph C. Rittenour Jr.
Chairman and Chief Executive Officer, CTC Consulting, Inc.
"This is the definitive work on this complex and rapidly evolving subject. Doug Rogers covers an array of topics?including security analysis, portfolio construction methodologies, the manager search process, asset allocation, and technology developments?in a way that everyone can immediately apply to more effectively manage wealth from an after-tax perspective. Whether you are an investor, portfolio manager, investment consultant, private banker, financial adviser, accountant, or estate attorney, Tax-Aware Investment Management will give you the knowledge to allow you to differentiate yourself in today's competitive environment."
?Thomas J. Boczar, CFA, Esq.
Chairman, Private Wealth Management Committee,
New York Society of Security Analysts (NYSSA)
ISBN: 9781576601808
ISBN-10: 1576601803
Series: Bloomberg Financial
Published: 1st January 2006
Format: Hardcover
Language: English
Number of Pages: 320
Audience: General Adult
Publisher: John Wiley & Sons Inc (US)
Country of Publication: US
Edition Number: 1
Dimensions (cm): 24.38 x 16.51 x 2.41
Weight (kg): 0.7
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