Swarn Chatterjee

University of Georgia

Athens, GA 30602-3622

United States

SCHOLARLY PAPERS

28

DOWNLOADS

2,849

SSRN CITATIONS

8

CROSSREF CITATIONS

15

Scholarly Papers (28)

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 Missouri, University of Georgia - Department of Housing & Consumer Economics and University of Georgia
Downloads 883 (38,333)

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

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 303 (140,418)

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Financial Risk Tolerance, Perceived Risk Tolerance, Baby Boomers

3.

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 239 (179,018)
Citation 1

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

4.

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 208 (204,107)

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

5.

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 200 (211,543)

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

6.

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 176 (236,494)

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social security, portfolio choice, private accounts, privatization

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 Missouri
Downloads 172 (241,145)
Citation 1

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

8.

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 99 (364,883)

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Immigrants, Household finance, Investor behavior, Stock market participation

9.

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 84 (403,778)

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

10.

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 84 (403,778)

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Volatility, Zeta, Modigliani Ratio, Sharpe Ratio, Wealth

11.

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 81 (412,413)

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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

12.

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 74 (434,062)
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

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 72 (445,842)

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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

14.

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 62 (475,612)

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

15.

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 33 (611,452)

Abstract:

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Financial planners, CFP®, Great Recession, Financial Behavior

16.

Financial Literacy, Financial Stress, and Financial Wellbeing in the United States: Evidence from a National Study

Number of pages: 34 Posted: 16 Jul 2022
Yu Zhang and Swarn Chatterjee
University of Georgia and University of Georgia
Downloads 20 (701,977)

Abstract:

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Financial Capability, Financial Education, Financial Literacy, Financial Stress, Financial Wellbeing

17.

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 Missouri and University of Georgia
Downloads 18 (717,991)

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

18.

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 Missouri and University of Georgia
Downloads 18 (717,991)

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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

19.

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 18 (717,991)

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

20.

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
CNK Consulting Inc, Ohio State University (OSU), University of Georgia and Independent
Downloads 5 (840,749)
Citation 2

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Elderly, Stock ownership, Cognitive ability, Bequest motive

21.

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

Abstract:

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behavioral finance, decision-making, household finance

22.

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 Missouri and University of Georgia

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23.

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
Department of Consumer Sciences, University of Georgia, University of Georgia and University of Alabama

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24.

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

25.

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

26.

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

27.

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

28.

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

Other Papers (1)

Total Downloads: 18
1.

Investments in Socially Responsible Funds: Is Good Better than the Great?

2018 Academic Research Colloquium for Financial Planning and Related Disciplines
Number of pages: 10 Posted: 23 Sep 2017
Nandita Das, Bernadette Ruf, Aman Sunder and Swarn Chatterjee
Delaware State University - Accounting and Finance Department, Delaware State University - Accounting and Finance Department, College for Financial Planning and University of Georgia
Downloads 18

Abstract:

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SRI, Investing, Risk Adjusted Return, Wealth Management, Financial Planning, Sustainability, Portfolio Management