Swarn Chatterjee

University of Georgia

Athens, GA 30602-3622

United States

  • University of Georgia

SCHOLARLY PAPERS

27

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4,664

TOTAL CITATIONS

10

Scholarly Papers (27)

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1.

Risk Tolerance and Goals-Based Savings Behavior of Households: The Role of Financial Literacy

Journal of Personal Finance, Forthcoming
Number of pages: 28 Posted: 16 Feb 2017
Swarn Chatterjee, Lu Fan, Ben Jacobs and Robin Haas
University of Georgia, University of Georgia - Department of Housing & Consumer Economics, University of Georgia - Department of Housing & Consumer Economics and University of Georgia
Downloads 1,339 (31,699)

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Risk tolerance, financial literacy, savings behavior, financial decision making, household finance, financial capability

2.

Determinants of Risk Tolerance in the Baby Boomer Cohort

Downloads 399 (138,587)

Determinants of Risk Tolerance in the Baby Boomer Cohort

Journal of Business & Economics Research, Vol. 8, No. 5, 2010
Number of pages: 8 Posted: 12 Mar 2010 Last Revised: 23 Mar 2010
John Gilliam, Swarn Chatterjee and DanDan Zhu
Texas Tech University, University of Georgia and Macquarie Group
Downloads 399 (153,936)

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Financial Risk Tolerance, Perceived Risk Tolerance, Baby Boomers

3.

Retirement Planning of Younger Baby-Boomers: Who Wants Financial Advice?

Financial Decisions, 22(2), 1-12
Number of pages: 12 Posted: 12 Feb 2015
Swarn Chatterjee and Velma Zahirovic-Herbert
University of Georgia and University of Georgia
Downloads 353 (178,130)

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Financial Planning, Financial Advice, Retirement Planning, Wealth Management, Baby-boomers

4.

Borrowing Decisions of Credit Constrained Consumers and the Role of Financial Literacy

Economics Bulletin, Vol. 33, No. 1, pp. 179-191, 2013
Number of pages: 13 Posted: 18 Feb 2015
Swarn Chatterjee
University of Georgia
Downloads 344 (183,223)

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Credit, Great Recession, Financial Literacy, Gender, Household Finance

5.

The Utilization of Robo-Advisors by Individual Investors: An Analysis Using Diffusion of Innovation and Information Search Frameworks

Journal of Financial Counseling and Planning, Volume 31, Number 1, 2020, 130-145, http://dx.doi.org/10.1891/JFCP-18-00078
Number of pages: 17 Posted: 28 Jan 2022
Lu Fan and Swarn Chatterjee
University of Georgia - Department of Housing & Consumer Economics and University of Georgia
Downloads 304 (209,224)
Citation 3

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financial literacy, fintech, financial planning, information search, investment knowledge, robo-advisor

6.

False Confidence, Stock Market Participation, and Wealth Accumulation of Households: An Examination

Number of pages: 13 Posted: 21 Feb 2015 Last Revised: 29 Apr 2015
Swarn Chatterjee
University of Georgia
Downloads 281 (227,906)
Citation 1

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Household Finance, Investing, Retirement, Frequent Trading, Overconfidence, Wealth

7.

Household Demand for Private Long Term Care Insurance: An Exploratory Note

Economics Bulletin, Forthcoming
Number of pages: 12 Posted: 21 Sep 2017 Last Revised: 19 Jan 2018
Swarn Chatterjee and Lu Fan
University of Georgia and University of Georgia - Department of Housing & Consumer Economics
Downloads 226 (282,060)
Citation 1

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LTCI, Long Term Care, Insurance, Risk, Gerontology, Aging in Place, Risk, Retirement, Financial Planning

8.

Social Security: Who Wants Private Accounts?

Number of pages: 31 Posted: 13 Oct 2008
Michael S. Finke and Swarn Chatterjee
The American College and University of Georgia
Downloads 214 (297,091)

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social security, portfolio choice, private accounts, privatization

9.

Do Immigrants Have Lower Participation Rates in U.S. Financial Markets?

The International Journal of Business and Finance Research, Vol. 3, No. 2, pp. 1-13, 2009
Number of pages: 13 Posted: 05 Jul 2010 Last Revised: 30 Jun 2011
Swarn Chatterjee
University of Georgia
Downloads 145 (418,962)

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Immigrants, Household finance, Investor behavior, Stock market participation

10.

Expanding Financial Education and Planning Opportunities Through Service-Learning

Financial Services Review, 18(3), 157-175, 2009
Number of pages: 20 Posted: 29 Mar 2015
Lance Palmer, Joseph W. Goetz and Swarn Chatterjee
University of Georgia, University of Georgia and University of Georgia
Downloads 143 (423,633)

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Financial Education, Pro bono Financial Planning, Finance Pedagogy, Service Learning, Experiential Learning, Pro Social Motivation, Public Service Motivation, Tax Planning, Income Tax Filing, VITA

11.

Borrowing Decisions of Households: An Examination of the Information Search Process

Journal of Financial Counseling and Planning, Forthcoming
Number of pages: 26 Posted: 07 Aug 2017
Lu Fan and Swarn Chatterjee
University of Georgia - Department of Housing & Consumer Economics and University of Georgia
Downloads 137 (438,263)
Citation 2

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Financial Literacy, Financial Capability, Risk Tolerance, Information Search, Consumer Behavior, Credit Cards, Financial Economics, Household Finance, Behavioral Economics, Financial Decision Making

12.

How Retirees Prioritize Socializing, Leisure and Religiosity - A Research Based Study for Planners

Academy of Economics and Finance Journal, Volume 7, 2016
Number of pages: 7 Posted: 09 Feb 2017 Last Revised: 07 Aug 2019
Aman Sunder, Swarn Chatterjee, Lance Palmer and Joseph W. Goetz
College for Financial Planning, University of Georgia, University of Georgia and University of Georgia
Downloads 121 (483,254)

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Retirement Planning, Financial Planning, ATUS, Gerontology, Leisure, Religiosity, Financial Well-being, Health Care Costs

13.

Individual Wealth Accumulation: Why Does Dining Together as a Family Matter?

Chatterjee, S., Palmer, L., & Goetz, J. (2012). Individual wealth accumulation: Why does dining together as a family matter? Applied Economics Research Bulletin, 8 (2), 1-22
Number of pages: 22 Posted: 21 Apr 2015
Swarn Chatterjee, Lance Palmer and Joseph W. Goetz
University of Georgia, University of Georgia and University of Georgia
Downloads 121 (483,254)
Citation 1

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Individual wealth, Financial behavior, Portfolio allocation, Self regulation, Financial Socialization, PSID, Intertemporal Financial Decisions, Investment, Portfolio Diversification, Financial Market Participation, Behavioral Finance, Household Finance

14.

Zeta Estimates of Wealth Volatility and Financial Planning Horizon

Ewha Journal of Social Sciences, Vol. 30, No. 2, 2014
Number of pages: 20 Posted: 16 Jan 2015
John Grable and Swarn Chatterjee
University of Georgia - Department of Housing & Consumer Economics and University of Georgia
Downloads 120 (486,351)

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Volatility, Zeta, Modigliani Ratio, Sharpe Ratio, Wealth

15.

Household Investment Asset Variation and Wealth

Downloads 105 (536,934)

Household Investment Asset Variation and Wealth

The International Journal of Business and Finance Research, Vol. 4, No. 2, pp. 1-11, 2010
Number of pages: 11 Posted: 09 Sep 2010
Nathaniel J. Harness, Michael S. Finke and Swarn Chatterjee
Texas A&M University - Department of Economics and Finance, The American College and University of Georgia
Downloads 105 (541,479)

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Investment variation, portfolio choice, capital accumulation

Household Investment Asset Variation and Wealth

International Journal of Management and Marketing Research, Vol. 3, No. 1, pp. 1-11, 2010
Posted: 09 Sep 2010
Nathaniel J. Harness, Michael S. Finke and Swarn Chatterjee
Texas A&M University - Department of Economics and Finance, The American College and University of Georgia

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Investment variation, portfolio choice, capital accumulation

16.

Annuitization Decisions of Retirees: The Role of Risk Aversion and Financial Advice

Review of Economic & Business Studies, p. 36, 2011
Number of pages: 17 Posted: 10 Feb 2015
Swarn Chatterjee, John Salter and Nathaniel J. Harness
University of Georgia, Texas Tech University and Texas A&M University - Department of Economics and Finance
Downloads 91 (590,588)

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Financial Planning, Financial Advice, Retirement, Risk Tolerance, Risk Aversion, Annuitization

17.

Were Consumer Mistakes Related to Changes in Financial Obligations Burdens?

Consumer Interests Annual, Vol. 58, 2012
Number of pages: 7 Posted: 20 Nov 2012
Sherman D. Hanna, Yoonkyung Yuh and Swarn Chatterjee
Ohio State University (OSU), Ewha Womans University and University of Georgia
Downloads 79 (642,152)

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borrowing decisions, household debt, financial obligations, education, expectations

18.

Who Among the Elderly Owns Stocks? The Role of Cognitive Ability and Bequest Motive

Journal of Family and Economic Issues, SpringerLink, 2012
Number of pages: 27 Posted: 20 Feb 2012 Last Revised: 08 Aug 2019
Eunjin Kim, Sherman D. Hanna, Swarn Chatterjee and Suzanne Lindamood
CNK Consulting Inc, Ohio State University (OSU), University of Georgia and Independent
Downloads 73 (670,540)
Citation 2

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Elderly, Stock ownership, Cognitive ability, Bequest motive

19.

Comprehensive Advisors vs. Modular Advisors: A Study of Household Financial Assets During the Great Recession

2019 Academic Research Colloquium for Financial Planning and Related Disciplines
Number of pages: 16 Posted: 20 Sep 2018
Aman Sunder, Lance Palmer, Joseph W. Goetz and Swarn Chatterjee
College for Financial Planning, University of Georgia, University of Georgia and University of Georgia
Downloads 69 (690,931)

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Financial planners, CFP®, Great Recession, Financial Behavior

20.

Emerging Adulthood Milestones, Perceived Capability, and Psychological Well‐being While Transitioning to Adulthood: Evidence from a National Study

Financial Planning Review, Vol. 4, No. 4, December 2021
Posted: 24 Jan 2022
Swarn Chatterjee, Jinhee Kim and Saerom Chung
University of Georgia, University of Maryland - Department of Family Science and University of Maryland - School of Public Health

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behavioral finance, decision-making, household finance

21.

Bequest Expectations Among the U.S. Older Adults: The Roles of Generational Differences and Personality Traits

Financial Planning Review, Vol. 2, Issue 3-4, September‐December 2019
Posted: 19 Aug 2020
Lu Fan and Swarn Chatterjee
University of Georgia - Department of Housing & Consumer Economics and University of Georgia

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22.

Supportive and Mitigating Factors Associated with Financial Resiliency and Distress

Financial Planning Review, Vol. 1, Issue 3-4, September-December 2018
Posted: 12 Nov 2019
Vibha Bhargava, Lance Palmer, Swarn Chatterjee and Richard Stebbins
Department of Consumer Sciences, University of Georgia, University of Georgia and University of Alabama

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23.

Sustainable Withdrawal Rates of Retirees: Is the Recent Economic Crisis a Cause for Concern?

International Journal of Economics and Finance, 3(1), 17-22
Posted: 12 Mar 2013
Swarn Chatterjee, Lance Palmer and Joseph W. Goetz
University of Georgia, University of Georgia and University of Georgia

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Financial Planning, Retirement Planning, Sustainable Withdrawal Rates, Wealth Management, Asset Allocation, Portfolio Management

24.

The Increasing Financial Obligations Burden of U.S. Households: Who is Affected?

International Journal of Consumer Studies, 2012, 36, 588–594
Posted: 20 May 2012 Last Revised: 25 Aug 2012
Sherman D. Hanna, Yoonkyung Yuh and Swarn Chatterjee
Ohio State University (OSU), Ewha Womans University and University of Georgia

Abstract:

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Borrowing Decisions, Household Debt, Financial obligations, Education, Expectations

25.

Retirement Savings of Private and Public Sector Employees: A Comparative Study

Journal of Applied Business Research, Vol. 26, No. 6, 2010
Posted: 25 Aug 2010
Swarn Chatterjee
University of Georgia

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Retirement savings, IRA, Plan Participation, Asset Allocation

26.

An Examination of Short-Term Borrowing in the United States

Global Journal of Business Research, Vol. 3, No. 2, pp. 1-8, 2009
Posted: 01 Jul 2010 Last Revised: 20 Feb 2012
Swarn Chatterjee, Joseph W. Goetz and Lance Palmer
University of Georgia, University of Georgia and University of Georgia

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Household Finance, Debt Management, Alternative Lending

27.

Retirement Plan Participation in the United States: Do Public Sector Employees Save More?

European Journal of Social Sciences, Vol. 7, No. 4, 2009
Posted: 20 Feb 2009
Swarn Chatterjee and Velma Zahirovic-Herbert
University of Georgia and University of Georgia

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Retirement saving, IRA, Plan Participation, Asset Allocation