IMCA | November/December—Wealth Management/Retirement Planning

Feature Articles
"Building Wealth and Maintaining Wealth—They're Not the Same," Stephen P. Wood, Ph.D.
"The Case for a High and Growing Dividend Stock Strategy in Retirement Portfolios," Jack Gardner, CIMA^©, AIFA^©
"Tax-Efficient Asset Allocation and Location Decisions," Don Mulvihill
"Is a Multifamily Office the Right Choice?" Marianne W. Young and Beth A. Landin
"Evaluating Target-Date Lifecycle Funds," Ron Surz, CIMA^©, and Craig L. Israelsen, Ph.D.
"Custom vs. Off-the-Shelf Lifecycle Funds," Michael Kaplan
"The Long-Term Case for TIPS: Inflation Protection and Diversification for Multi-Asset Portfolios," Allison Moran
"Grantor Retained Annuity Trusts: Investments for Uncertain Economic Times," Ian J. Redpath, J.D., LL.M.; Michael J. Tucker, Ph.D., J.D., LL.M., CPA; Thomas J. Vogel, Ph.D., CPA; Eric M. Redpath, J.D.
"Social Security and Medicare," David E. Hulstrom, M.B.A., CFA^©, CFP^©
"Planning Ahead Using LTC Insurance," Allen Hamm
"Clients Working After Retirement," Susan P. Ascher

Book Review
Fooled by Randomness: The Hidden Role of Chance in the Markets and in Life, Nassim Nicholas Taleb

The Evolution of Fund Analysis
May 17, 2012 | 4:15 PM ET

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