Wealthmate

Research

Jarrod's selected publications

2009 - “A Discretionary Wealth Approach for Investment Policy”, Journal of Portfolio Management, Fall 2009, pp. 46-59, with Frank J. Fabozzi.

2008 - “The Impact of Uncertain Commitments”, Journal of Wealth Management, Winter 2008, pp. 40-47

2006 - Investment Management for Taxable Private Investors, Research Foundation of CFA Institute, with Jeffrey Horvitz and Dan diBartolomeo.

2005 - “A Better Paradigm for Finance”, Finance Letters, vol. 3, 2005, pp. 5-11.

2005 - “PB-ROE Revisited”, Journal of Portfolio Management, Summer 2005, with Thomas Philips.

2005 - “Tax Management of Stock Portfolios”, Journal of Investing, Spring 2005, with Jeffrey Horvitz.

2004 - “Risk Management: Survival of the Fittest”, Journal of Asset Management, vol 5, June 2004, pp. 13-24.

2003 - “Know When to Hold 'Em and When to Fold 'Em: The Value of Effective Taxable Investment Management", Journal of Wealth Management, Fall 2003, pp. 35-59, with Jeffrey Horvitz

2003 - “Harry Markowitz and the Discretionary Wealth Hypothesis”, Journal of Portfolio Management, Spring 2003, pp. 58-65

2001 - “Risk and Benchmarks”, Indexes: the Journal of Index Issues, 3rd Qtr, 2001, pp. 54-62.

2001 - “Better Dynamic Hedging”, Journal of Risk Finance, Summer 2001, pp. 5-15.

2000 - “Better Risk Management”, Journal of Portfolio Management, Summer 2000, pp. 53-64.

1999 - “An Investor’s Perspective on the Asian Crisis”, in Financial Markets and Development:The Crisis in Emerging Markets, edited by A.Harwood, R. Litan and M. Pomerleano, Brookings Institution Press.

1999 - Investing By The Numbers, Frank Fabozzi Associates.

1998 - “Investing at the Edge”, Journal of Portfolio Management, Spring 1998, pp. 9-21.

1997 - “Better Emerging Market Portfolios”, Emerging Markets Quarterly, Summer 1997, pp. 5-16.

1994 - "Selling Bottlenecks: Causes and Treatments", Financial Analysts Journal, March/April 1994, pp 49-54.