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Finance Planning Fundamentals eJournal

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Viewing: 1 - 50 of 179 papers

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

Multiple version iconThere are 2 versions of this paper

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

Multiple version iconThere are 2 versions of this paper

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

Multiple version iconThere are 2 versions of this paper

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

Multiple version iconThere 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

Multiple version iconThere are 2 versions of this paper

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

Multiple version iconThere are 2 versions of this paper

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

Multiple version iconThere are 3 versions of this paper

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.
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