1.
Chapter 1: Investor Behavior: An Overview
Investor Behavior: The Psychology of Financial Planning and Investing. H. Kent Baker and Victor Ricciardi, editors, 3-24. Hoboken, NJ: John Wiley & Sons, Inc., 2014.
Number of pages: 24
Posted: 27 Jan 2014
Last Revised: 11 Feb 2014
Accepted Paper Series
American University - Kogod School of Business and Washington and Lee University
Downloads
4,860
2.
Investment Opportunities and Strategies in an Era of Coronavirus Pandemic
Number of pages: 25
Posted: 03 Apr 2020
Last Revised: 03 Jun 2020
Working Paper Series
University of Illinois at Urbana-Champaign - College of Business, University of Illinois at Urbana-Champaign - Department of Finance, University of Illinois at Urbana-Champaign, University of Illinois at Urbana-Champaign, University of Illinois at Urbana-Champaign and University of Illinois Urbana Champaign
Downloads
2,853
3.
Rules of Thumb in Household Savings Decisions: Estimation Using Threshold Regression
Number of pages: 47
Posted: 06 Nov 2019
Working Paper Series
Universidad Diego Portales and University of Colorado at Boulder - Department of Finance
Downloads
1,385
4.
The Psychology of Financial Professionals and Their Clients
Investments & Wealth Monitor, September-October 2019, pp. 15-20
Number of pages: 8
Posted: 18 Oct 2019
Accepted Paper Series
American University - Kogod School of Business, Pennsylvania State University and Washington and Lee University
Downloads
1,247
5.
The Promises and Pitfalls of Robo-Advising
8th Miami Behavioral Finance Conference 2017
Number of pages: 44
Posted: 22 Feb 2018
Working Paper Series
Boston College, The Johns Hopkins Carey Business School and Georgetown University
There are 2 versions of this paper
The Promises and Pitfalls of Robo-Advising
8th Miami Behavioral Finance Conference 2017
Number of pages: 44
Posted: 22 Feb 2018
Downloads
1,203
The Promises and Pitfalls of Robo-Advising
CESifo Working Paper Series No. 6907
Number of pages: 46
Posted: 20 Apr 2018
Downloads
222
Downloads
1,203
6.
Fintech in Financial Inclusion: Machine Learning Applications in Assessing Credit Risk
IMF Working Paper No. 19/109
Number of pages: 35
Posted: 06 Nov 2019
Working Paper Series
IMF
Downloads
816
7.
How Will Retirement Saving Change By 2050? Prospects for the Millennial Generation
Number of pages: 51
Posted: 07 Jul 2019
Working Paper Series
Brookings Institution, Harvard Kennedy School (HKS), Students and Johns Hopkins University - SAIS
Downloads
720
8.
Factors Affecting Buying Behaviour in the Purchase of Residential Property: A Factor Analysis Approach
Number of pages: 6
Posted: 18 Nov 2019
Working Paper Series
GLA University and IBM GLA University
Downloads
589
9.
Sequence Risk: Is It Really a Big Deal?
Number of pages: 28
Posted: 22 Oct 2020
Working Paper Series
IESE Business School
Downloads
509
10.
Declining Labor and Capital Shares
Journal of Finance, Forthcoming
Number of pages: 59
Posted: 05 Dec 2019
Working Paper Series
London Business School
Downloads
496
11.
The Demand for Financial Planning Services
Journal of Personal Finance, Vol. 10, No. 1, pp. 36-62, 2011
Number of pages: 27
Posted: 10 Nov 2011
Accepted Paper Series
Ohio State University (OSU)
Downloads
493
12.
The Effects of the Tax Cuts & Jobs Act of 2017 on Defined Benefit Pension Contributions
Number of pages: 51
Posted: 07 Nov 2019
Last Revised: 07 Feb 2020
Working Paper Series
University of Wisconsin - Madison - Department of Accounting and Information Systems, University of Wisconsin - Madison - Department of Accounting and Information Systems and University of Wisconsin - Madison
There are 2 versions of this paper
The Effects of the Tax Cuts & Jobs Act of 2017 on Defined Benefit Pension Contributions
Number of pages: 51
Posted: 07 Nov 2019
Last Revised: 07 Feb 2020
Downloads
469
The Effects of the Tax Cuts & Jobs Act of 2017 on Defined Benefit Pension Contributions
Contemporary Accounting Research, Forthcoming
Posted: 31 Mar 2020
Downloads
469
13.
Finding the Planning in Financial Planning
The Journal of Financial Planning, p. 40, September 2010
Number of pages: 13
Posted: 23 May 2010
Last Revised: 22 Jan 2012
Accepted Paper Series
Golden Gate University - Ageno School of Business
Downloads
462
14.
So Many Courses, So Little Progress: Why Financial Education Doesn't Work - And What Does
Number of pages: 22
Posted: 07 Nov 2019
Working Paper Series
Embr Labs
Downloads
369
15.
Education Planning and the SECURE Act: Creating a Tax Law Paradox
Tax Notes, Vol. 164, No. 10, 1600-1605, 2019
Number of pages: 5
Posted: 06 Nov 2019
Last Revised: 06 Nov 2019
Accepted Paper Series
The American College of Financial Services
Downloads
366
16.
Banking Goes Digital: The Adoption of FinTech Services by German Households
Number of pages: 13
Posted: 07 May 2019
Working Paper Series
Zeppelin University and Leipzig University of Applied Sciences - HTWK Leipzig
Downloads
350
17.
Higher Education Savings and Planning: Tax and Nontax Considerations
5 Texas A&M L. Rev. 343 (2018)
Number of pages: 48
Posted: 06 Nov 2019
Accepted Paper Series
Liberty University - School of Law and Liberty University School of Law
Downloads
333
18.
Early Effects of the COVID-19 Pandemic on Housing Market in the United States
Number of pages: 28
Posted: 27 May 2020
Working Paper Series
SUNY University at Albany
Downloads
328
19.
Tax Deductions v. Tax-Free Growth: A Closer Look at 529 College Savings Plans Under the TCJA
Journal of Multistate Taxation and Incentives (Thomson Reuters/Tax & Accounting) Volume 29, Number 6, September 2019
Number of pages: 8
Posted: 06 Nov 2019
Accepted Paper Series
The American College of Financial Services
Downloads
319
20.
The Market Value of Equity-to-Gross Domestic Product Ratio as a Predictor of Long-term Equity Returns: Evidence from the U.S. Market, 1951-2019
Number of pages: 20
Posted: 01 Apr 2020
Last Revised: 24 Apr 2020
Working Paper Series
University of Vienna
Downloads
311
21.
Understanding Practices of Personal Financial Planning (PFP)
International conference on “Role of Financial Industry in Accelerating Economic Growth” organised by Gujarat Technological University (GTU) - Centre for Financial Services, Ahmedabad, (September, 2014)
Number of pages: 19
Posted: 25 Jul 2016
Accepted Paper Series
L.J. Institute of Computer Applications - LJ Institute of Management Studies (LJIM) and L J Institute of Management Studies (LJIM)
Downloads
304
22.
Can Making Family Salient Increase Retirement Savings? Evidence from a Large-Scale Field Experiment
Number of pages: 56
Posted: 04 Oct 2019
Last Revised: 12 Nov 2020
Working Paper Series
University of Toronto at Scarborough - Division of Management, University of Toronto at Mississauga - Department of Management, ideas42, ideas42 and University of Toronto - Behavioural Economics in Action at Rotman (BEAR)
Downloads
295
23.
Do Self-Control Measures Affect Saving Behavior?
Kim, G. J. & Hanna, S. D. (2017). Do self-control measures affect saving behavior? Journal of Personal Finance, Forthcoming
Number of pages: 20
Posted: 17 Jul 2017
Accepted Paper Series
Ohio State University (OSU) - College of Education and Human Ecology and Ohio State University (OSU)
Downloads
291
24.
The Debt Collection Pandemic
California Law Review Online (2020 Forthcoming), U Iowa Legal Studies Research Paper No. 2020-22
Number of pages: 20
Posted: 09 Sep 2020
Last Revised: 28 Sep 2020
Accepted Paper Series
Indiana University Maurer School of Law, University of California, Irvine School of Law and University of Iowa - College of Law
Downloads
288
25.
Active versus Index Equity Investing - Early Evidence from India
Number of pages: 22
Posted: 29 May 2020
Working Paper Series
Invespar Pte Ltd and Invespar Pte Ltd
Downloads
263
26.
Relaxing Household Liquidity Constraints through Social Security
Number of pages: 40
Posted: 05 May 2020
Last Revised: 21 Jul 2020
Working Paper Series
University of Pennsylvania - Finance Department, University of Pennsylvania, The Wharton School, Finance Department and University of Pennsylvania Carey Law School
Downloads
258
27.
Retirement Savings Adequacy in U.S. Defined Contribution Plans
Number of pages: 89
Posted: 19 Dec 2018
Last Revised: 06 Feb 2020
Working Paper Series
London Business School, Financial Engines, Inc., Financial Engines, Inc. and Federal Reserve Bank of Chicago
Downloads
244
28.
The Promises and Pitfalls of Robo-Advising
CESifo Working Paper Series No. 6907
Number of pages: 46
Posted: 20 Apr 2018
Working Paper Series
Boston College, The Johns Hopkins Carey Business School and Georgetown University
There are 2 versions of this paper
The Promises and Pitfalls of Robo-Advising
8th Miami Behavioral Finance Conference 2017
Number of pages: 44
Posted: 22 Feb 2018
Downloads
1,203
The Promises and Pitfalls of Robo-Advising
CESifo Working Paper Series No. 6907
Number of pages: 46
Posted: 20 Apr 2018
Downloads
222
Downloads
222
29.
The 2017 Retirement Confidence Survey: Many Workers Lack Retirement Confidence and Feel Stressed about Retirement Preparations
EBRI Issue Brief, Number 431 (March 21, 2017)
Number of pages: 32
Posted: 28 Mar 2017
Accepted Paper Series
Greenwald & Associates, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads
214
30.
ESG Investing in Fixed Income: It's Time to Cross the Rubicon
Number of pages: 23
Posted: 22 Sep 2020
Working Paper Series
Amundi Asset Management, Amundi Asset Management, CREST - ENSAE, Amundi Asset Management and Amundi Asset Management
Downloads
210
31.
Targeting Retirement Security with a Dynamic Asset Allocation Strategy
Kóbor, Ádám and Muralidhar, Arun, Targeting Retirement Security with a Dynamic Asset Allocation Strategy (May 7, 2019). Financial Analysts Journal, 23 June 2020, 76(3): 38–55.
Number of pages: 38
Posted: 30 May 2019
Last Revised: 17 Aug 2020
Accepted Paper Series
New York University (NYU) and AlphaEngine Global Investment Solutions
Downloads
179
32.
ESG Investing in Corporate Bonds: Mind the Gap
Number of pages: 61
Posted: 22 Sep 2020
Working Paper Series
Amundi Asset Management, CREST - ENSAE, Amundi Asset Management and Amundi Asset Management
Downloads
174
33.
How a New Bond Can Greatly Improve Retirement Security
Forthcoming, The Retirement Management Journal, Investments and Wealth Institute
Number of pages: 32
Posted: 26 Mar 2018
Last Revised: 02 Sep 2018
Accepted Paper Series
New York University (NYU) and AlphaEngine Global Investment Solutions
Downloads
174
34.
Careers in Finance
Number of pages: 39
Posted: 01 Jun 2020
Working Paper Series
Indiana University - Kelley School of Business - Department of Finance, University of Naples Federico II - Department of Economics and Statistics and CSEF
There are 2 versions of this paper
Downloads
164
35.
Saving Regret
NBER Working Paper No. w25238
Number of pages: 56
Posted: 13 Nov 2018
Last Revised: 13 Nov 2018
Working Paper Series
Max Planck Society for the Advancement of the Sciences - Munich Center for the Economics of Aging (MEA), ZEW – Leibniz Centre for European Economic Research, RAND Corporation and RAND Corporation
Downloads
164
36.
Driving Up Repayment: The Impact of the Gig-Economy on Student Debt
Number of pages: 59
Posted: 27 Jan 2021
Working Paper Series
Washington University in St. Louis - John M. Olin Business School
Downloads
162
37.
Section 529 Plan Distributions and College Refunds for COVID-19
Tax Notes, Vol. 169, No. 10, 1595-1598, 2020
Number of pages: 5
Posted: 04 Jan 2021
Last Revised: 05 Jan 2021
Accepted Paper Series
The American College of Financial Services
Downloads
160
38.
Costs, Conflicts, and College Savings: Evaluating Section 529 Savings Plans
Virginia Law and Economics Research Paper No. 2019-04
Number of pages: 47
Posted: 06 Nov 2019
Last Revised: 06 Nov 2019
Accepted Paper Series
University of Virginia School of Law
Downloads
154
39.
How Savings and Retirement Benefit Distributions May Prudently Be Used to Make Charitable Gifts
53 No. 1 NYSBA TR. & EST. L. SEC. J. 7 (Spring/Summer 2019).
Number of pages: 7
Posted: 07 Nov 2019
Accepted Paper Series
Law Offices of Albert Feuer
Downloads
147
40.
Searching for Approval
Number of pages: 77
Posted: 30 Jun 2020
Working Paper Series
National University of Singapore, University of Chicago, University of Chicago, Northwestern University - Kellogg School of Management, Stanford University and Georgia State University - J. Mack Robinson College of Business
There are 2 versions of this paper
Downloads
8
Downloads
144
41.
New Frontiers of Robo-Advising: Consumption, Saving, Debt Management, and Taxes
Number of pages: 35
Posted: 02 Feb 2021
Working Paper Series
Boston College and Georgetown University
Downloads
130
42.
An Intertemporal Risk Factor Model
Kenan Institute of Private Enterprise Research Paper Forthcoming
Number of pages: 104
Posted: 01 Sep 2020
Last Revised: 02 Nov 2020
Working Paper Series
University of Massachusetts Amherst - Isenberg School of Management, University of North Carolina (UNC) at Chapel Hill - Finance Area and University of Notre Dame - Mendoza College of Business
Downloads
129
43.
Predicting Retirement Savings Using Survey Measures of Exponential-Growth Bias and Present Bias
IZA Discussion Paper No. 11762
Number of pages: 65
Posted: 17 Sep 2018
Working Paper Series
Stanford University, London School of Economics & Political Science (LSE) - Department of Economics, University of Minnesota, University of Minnesota and Claremont Colleges - Claremont Graduate University
There are 2 versions of this paper
Predicting Retirement Savings Using Survey Measures of Exponential-Growth Bias and Present Bias
IZA Discussion Paper No. 11762
Number of pages: 65
Posted: 17 Sep 2018
Downloads
127
Predicting Retirement Savings Using Survey Measures of Exponential‐Growth Bias and Present Bias
Economic Inquiry, Vol. 57, Issue 3, pp. 1636-1658, 2019
Number of pages: 23
Posted: 22 May 2019
Downloads
4
Downloads
127
44.
Rational Savings Account Models for Backward-Looking Interest Rate Benchmarks
Macrina, A.; Skovmand, D. Rational Savings Account Models for Backward-Looking Interest Rate Benchmarks. Risks 2020, 8, 23.
Number of pages: 18
Posted: 14 Feb 2020
Last Revised: 22 Apr 2020
Accepted Paper Series
University College London and University of Copenhagen
Downloads
119
45.
Understanding Debt in the Older Population
Wharton Pension Research Council Working Paper No. 2020-04
Number of pages: 32
Posted: 18 Feb 2020
Last Revised: 11 Dec 2020
Working Paper Series
George Washington University - Department of Accountancy, University of Pennsylvania - The Wharton School and University of Turin
There are 3 versions of this paper
Understanding Debt in the Older Population
Wharton Pension Research Council Working Paper No. 2020-04
Number of pages: 32
Posted: 18 Feb 2020
Last Revised: 11 Dec 2020
Downloads
116
Understanding Debt in the Older Population
NBER Working Paper No. w28236
Number of pages: 31
Last Revised: 25 Feb 2021
Downloads
2
Understanding Debt in the Older Population
CEPR Discussion Paper No. DP15568
Number of pages: 33
Posted: 23 Dec 2020
Downloads
1
Downloads
116
46.
Measuring Conspicuous Consumption
Number of pages: 8
Posted: 12 Jan 2019
Working Paper Series
Government of the United States of America, Social Security Administration, Office of Retirement Policy
Downloads
114
47.
Saving Preferences After Retirement
Number of pages: 70
Posted: 13 Jun 2018
Last Revised: 12 Dec 2018
Working Paper Series
Université Libre de Bruxelles (ULB) - Department of Mathematics, UNSW Sydney, CEPAR, Tilburg University - Department of Econometrics & Operations Research, Tilburg University and CPB Netherlands Bureau of Economic Policy Analysis
Downloads
113
48.
The Effect of Family Environment, Peers, Self-Control and Financial Literacy on Consumptive Behavior of Students
Number of pages: 17
Posted: 22 Jul 2020
Working Paper Series
State University of Jakarta - Faculty of Economics and State University of Jakarta, Faculty of Economics
Downloads
111
49.
COVID-19 et le Dynamique de la Dette dans la zone CEMAC (Corona Virus and Debt Dynamics in CEMAC region; Placing Debt on a Downward Trajectory)
Number of pages: 10
Posted: 22 May 2020
Working Paper Series
Nkafu Policy Institute
Downloads
109
50.
Local Experiences, Attention and Spillovers in the Housing Market
Number of pages: 68
Posted: 07 Feb 2020
Last Revised: 22 Oct 2020
Working Paper Series
University of Houston - C.T. Bauer College of Business, Marshall School of Business and The University of Sydney
Downloads
109
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