July/August 2017—Advanced Wealth Management

Year Published: 


Investments & Wealth Monitor

As a membership benefit, IMCA members receive free access to the Investments & Wealth Monitor article archives. Nonmembers may view articles from the current issue only. Nonmembers interested in joining IMCA to access the complimentary Investments & Wealth Monitor subscription and other IMCA membership benefits should visit the Join IMCA page for more information.

Current Issue: July/August 2017—Advanced Wealth Management

Click cover image to view the digital version:

Feature 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, James Moore, PhD, and Helen Guo, PhD
Impact of Women in Corporate Leadership: The Relative Stock Performance of Gender Diverse Boards, Suzanne Mestayer, CIMA®, and Blair duQuesnay, CFA®, CFP®
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®, and 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? Patrick Collins, PhD, CFA®, CLU, and François Gadenne, CFA®, RMA®
Family Office and Wealth Management Industry Trends, Pat Soldano and Jan Vega, CFP®, PFP, CTFA
Using Rising Interest Rates and Deferred Tax Assets to Enhance Tax-Efficiency, Thomas J. Boczar, Esq., LL.M., CFA®, CPWA®, and Elizabeth Ostrander, CFA®
Working with Corporate Executives, Aaron Petersen, CFP®, and Michelle J. Black, CIMA®, CPWA®

Inside IMCA
Editor’s Note
New Initiatives: IMCA Transforms Knowledge into Value
Help Define the Future of an Evolving Industry and Help Protect Investors

Recent CIMA® and CPWA® Certificants