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This trend is growing more noticeable over time and is consistent with arguments that the goal of these smaller fund families is to focus on security selection and outsource servicing. ” The traditional asset location for a mutual fund was an ordinary, after-tax account. In that type of account, interest and dividends paid by the mutual fund and passed through pro rata to its investors trigger ordinary income for current-year tax purposes. At present, qualified dividends receive special tax treatment, but this is not guaranteed to continue.

To complete this introductory chapter, consider these attributes within the framework of an investor choosing a vehicle to accumulate wealth for some specified goal. Suppose that we have a young investor beginning her first job and wanting to begin saving for retirement. What choices does that investor have? Employer-Sponsored Retirement Plans First, let us discuss the context of an employer-sponsored retirement plan account, such as a 401(k), then move on to discussing the choices the investor might have in other types of accounts, such as an IRA or an ordinary after-tax brokerage account.

Asset Allocation and Location Decisions: Evidence from the Survey of Consumer Finances,” Journal of Public Economics 88: 1893–1915. , C. Ciccotello, and H. Skipper. 2002. “Issues in Comprehensive Personal Financial Planning,” Financial Services Review 11: 1–9. Bogle, J. C. 2005. ” Financial Analysts Journal 61: 1 (January/February): 15–24. , S. Kandel, and A. Wohl. 2005. ” Working Paper, Tel Aviv University. Carhart, M. 1997. “On Persistence in Mutual Fund Performance, Journal of Finance 52: 57–82.

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Asset Valuation Allocation Models


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