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Finance Planning Fundamentals eJournal

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Viewing: 1 - 50 of 409 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 5,131
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 5,082
3.

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 1,886
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 1,849
5.

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 1,681
6.

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 1,628
7.

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 1,360
8.

Money Market: A Study with Reference to India

Number of pages: 9 Posted: 18 Sep 2020
Working Paper Series
Galgotias University, School of Law and Galgotias University, School of Law
Downloads 1,047
9.

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 940
10.

Sequence Risk: Is It Really a Big Deal?

Number of pages: 28 Posted: 22 Oct 2020
Working Paper Series
IESE Business School
Downloads 933
11.

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 860
12.

Asset Allocation with Crypto: Application of Preferences for Positive Skewness

Number of pages: 43 Posted: 02 Apr 2022
Working Paper Series
BlackRock, Inc, BlackRock, Inc and BlackRock, Inc
Downloads 695
13.

Declining Labor and Capital Shares

Journal of Finance, Forthcoming
Number of pages: 59 Posted: 05 Dec 2019
Working Paper Series
Boston College
Downloads 676
14.

May the Executive Branch Forgive Student Loan Debt Without Further Congressional Action?

Journal of the National Association of Administrative Law Judiciary, Spring 2022 (Forthcoming)
Number of pages: 71 Posted: 06 Apr 2021 Last Revised: 07 Mar 2022
Accepted Paper Series
Harvard Law School
Downloads 667
15.

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 650
16.

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 644
17.

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 542
18.

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
Questis, Inc.Embr Labs
Downloads 540
19.

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 533
20.

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 Management studies and L J Institute of Management Studies (LJIM)
Downloads 523
21.

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 Connecticut

Multiple version iconThere are 2 versions of this paper

Downloads 515
22.

Refinancing Inequality During the COVID-19 Pandemic

Number of pages: 73 Posted: 16 Dec 2020 Last Revised: 19 Oct 2021
Working Paper Series
National University of Singapore, Office of the Comptroller of the Currency (OCC), FDIC, Federal Home Loan Mortgage Corporation (FHLMC) and Texas A&M University

Multiple version iconThere are 2 versions of this paper

Downloads 509
23.

Market Microstructure of Non Fungible Tokens

Five Shades of Emerging Business Cases, Eliva Press (Nov 2021), ISBN: 978-1-63648-395-5
Number of pages: 10 Posted: 14 Nov 2021 Last Revised: 22 Nov 2021
Accepted Paper Series
Indian Institute of Technology (IIT), Kharagpur - Vinod Gupta School of Management and Vinod Gupta School of Management, IIT Kharagpur
Downloads 508
24.

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 498
25.

ESG Investing in Corporate Bonds: Mind the Gap

Number of pages: 61 Posted: 22 Sep 2020
Working Paper Series
Amundi Institute, CREST - ENSAE, Amundi Asset Management and Amundi Institute
Downloads 493
26.

ESG Investing in Fixed Income: It's Time to Cross the Rubicon

Number of pages: 23 Posted: 22 Sep 2020
Working Paper Series
Amundi Institute, Amundi Asset Management, CREST - ENSAE, Amundi Asset Management and Amundi Institute
Downloads 474
27.

Go Big or Buy a Home: The Impact of Student Debt on Career and Housing Choices

Number of pages: 51 Posted: 22 Mar 2021 Last Revised: 17 Mar 2022
Working Paper Series
University of Chicago and International Monetary Fund (IMF)
Downloads 473
28.

Digital Asset Valuation

U of St. Thomas (Minnesota) Legal Studies Research Paper No. 22-10
Number of pages: 35 Posted: 19 Feb 2022
Working Paper Series
University of St. Thomas, Minnesota - School of Law, PriceWaterhouseCoopers LLP and Emerging Technology Association
Downloads 456
29.

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 429
30.

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 394
31.

Walking the Walk? Bank ESG Disclosures and Home Mortgage Lending

Fox School of Business Research Paper Forthcoming, Review of Accounting Studies Forthcoming
Number of pages: 103 Posted: 14 Apr 2021 Last Revised: 17 May 2022
Working Paper Series
Temple University - Department of Accounting, Temple University - Department of Finance, Temple University - Department of Accounting and Sun Yat-sen University (SYSU) - Lingnan (University) College
Downloads 383
32.

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 380
33.

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 375
34.

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 375
35.

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 373
36.

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
Yeshiva University - Benjamin N. Cardozo School of Law, University of California, Irvine School of Law and University of Iowa - College of Law
Downloads 366
37.

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 358
38.

RIESGO FINANCIERO: UNA APROXIMACIÓN CUALITATIVA AL INTERIOR DE LAS MIPYMES EN COLOMBIA (Financial Risk: A Qualitative Approach to MSMEs in Colombia)

AGLALA ISNN 2215-7360, 2017; 8 (1): 139-160
Number of pages: 22 Posted: 14 Apr 2021
Accepted Paper Series
Universidad Externado de Colombia, Universidad Externado de Colombia and Universidad Externado de Colombia
Downloads 356
39.

Consumption Response to Credit Expansions: Evidence from Experimental Assignment of 45,307 Credit Lines

Number of pages: 36 Posted: 22 Mar 2021
Working Paper Series
Washington University in St. Louis - John M. Olin Business School
Downloads 354
40.

The Effect of COVID-19 on Family Budget

Number of pages: 23 Posted: 20 Jul 2021
Working Paper Series
Dr. Bhim Rao Ambedkar College, University of Delhi
Downloads 353
41.

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 342
42.

Explainable Machine Learning Models of Consumer Credit Risk

Number of pages: 48 Posted: 14 Jan 2022 Last Revised: 25 Apr 2022
Working Paper Series
Massachusetts Institute of Technology (MIT), Massachusetts Institute of Technology (MIT) - Laboratory for Financial Engineering, affiliation not provided to SSRN, affiliation not provided to SSRN, Massachusetts Institute of Technology (MIT) - Electrical Engineering and Computer Science, Massachusetts Institute of Technology (MIT) and Peking University
Downloads 340
43.

When Fortune Doesn’t Favor the Bold: Perils of Volatility for Wealth Growth and Preservation

Number of pages: 44 Posted: 11 May 2022
Working Paper Series
AQR Capital Management, LLC
Downloads 338
44.

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 336
45.

Behavioral Economics and Financial Decision Making

Number of pages: 17 Posted: 19 Jul 2021
Working Paper Series
University of Illinois at Urbana-Champaign - Department of Agricultural and Consumer Economics and University of Saint Joseph (Beirut) - Faculty of Business Administration and Management
Downloads 332
46.

Relaxing Household Liquidity Constraints through Social Security

Number of pages: 40 Posted: 05 May 2020 Last Revised: 27 Feb 2021
Working Paper Series
University of Pennsylvania - Finance Department, University of Pennsylvania, The Wharton School, Finance Department and University of Pennsylvania Carey Law School
Downloads 317
47.

Careers in Finance

Number of pages: 40 Posted: 01 Jun 2020 Last Revised: 07 Dec 2021
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 3 versions of this paper

Downloads 303
48.

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 Morningstar Center for Retirement and Policy Studies
Downloads 292
49.

Personal Communication in an Automated World: Evidence from Loan Repayments

Number of pages: 78 Posted: 16 Apr 2018 Last Revised: 19 Nov 2021
Working Paper Series
University of Bonn, ZEW – Leibniz Centre for European Economic Research and University of Washington - Michael G. Foster School of Business

Multiple version iconThere are 2 versions of this paper

Downloads 290
50.

Local Experiences, Search and Spillovers in the Housing Market

Journal of Finance, Forthcoming
Number of pages: 94 Posted: 07 Feb 2020 Last Revised: 28 Dec 2021
Accepted Paper Series
University of Houston - C.T. Bauer College of Business, Marshall School of Business and The University of Sydney
Downloads 282