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Combining investment and tax strategies for optimizing lifetime solvency under uncertain returns and mortality

Das, Sanjiv R.; Ostrov, Daniel; Casanova, Aviva; … - In: Journal of risk and financial management : JRFM 14 (2021) 7, pp. 1-25

This paper considers investors who are looking to maximize their probability of remaining solvent throughout their lifetime by using an algorithm that aims to optimize their investment allocation strategy and optimize their tax strategy for withdrawal allocations between tax deferred accounts...

Persistent link: https://www.econbiz.de/10012622415

Optimal goals-based investment strategies for switching between bull and bear markets

Das, Sanjiv R.; Ostrov, Daniel; Casanova, Aviva; … - In: The journal of wealth management : JWM 24 (2022) 4, pp. 8-36

Persistent link: https://www.econbiz.de/10013177114

Dynamic portfolio allocation in goals-based wealth management

Das, Sanjiv R.; Ostrov, Daniel; Radhakrishnan, Anand; … - In: Computational management science 17 (2020) 4, pp. 613-640

Persistent link: https://www.econbiz.de/10012487038

A new approach to goals-based wealth management

Das, Sanjiv R.; Ostrov, Daniel; Radhakrishnan, Anand; … - In: Journal of investment management : JOIM 16 (2018) 3, pp. 4-30

Persistent link: https://www.econbiz.de/10011923021

Unrealistic expectations: the futility of precisely estimating a stock's expected return

Das, Sanjiv R.; Ostrov, Daniel - In: Journal of investment management : JOIM 22 (2024) 1, pp. 58-64

Persistent link: https://www.econbiz.de/10014546370

Dynamic optimization for multi-goals wealth management

Das, Sanjiv R.; Ostrov, Daniel; Radhakrishnan, Anand; … - In: Journal of banking & finance 140 (2022), pp. 1-24

Persistent link: https://www.econbiz.de/10013463132

Efficient goal probabilities : a new frontier

Das, Sanjiv R.; Ostrov, Daniel; Radhakrishnan, Anand; … - In: Journal of investment management : JOIM 21 (2023) 3, pp. 4-28

Persistent link: https://www.econbiz.de/10014390435