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Acknowledgments ix
Foreword xi
Preface xiii
CHAPTER 1 The Wealth Management Process 1
CHAPTER 2 Fiduciary and Professional Standards 13
CHAPTER 3 Client Goals and Constraints 33
CHAPTER 4 Risk Is a Four-Letter Word 55
CHAPTER 5 Data Gathering and Analysis 75
CHAPTER 6 Client Education 103
CHAPTER 7 Mathematics of Investing 121
CHAPTER 8 Investment Theory 149
CHAPTER 9 Asset Allocation 179
CHAPTER 10 Portfolio Optimization 193
CHAPTER 11 Taxes 233
CHAPTER 12 Retirement Planning 267
CHAPTER 13 Investment Policy Statement 313
CHAPTER 14 Portfolio Management 341
CHAPTER 15 Performance Appraisal and Evaluation 373
CHAPTER 16 Selecting Investment Managers 393
CHAPTER 17 Philosophy, Process, and People 421
About the Authors 439
About the CFA Institute Investment Series 441
About the CFA Program 445
Index 447
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