Julie R. Agnew

College of William and Mary - Mason School of Business

P.O. Box 8795

Williamsburg, VA 23187-8795

United States

  • College of William and Mary - Mason School of Business

SCHOLARLY PAPERS

16

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Top 6,597

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212

CROSSREF CITATIONS

27

Scholarly Papers (16)

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1.

Financial Literacy and Retirement Planning in Australian

UNSW Australian School of Business Research Paper No. 2012ACTL16
Number of pages: 23 Posted: 17 Jan 2013
Julie R. Agnew, Hazel Bateman and Susan Thorp
College of William and Mary - Mason School of Business, UNSW Sydney, CEPAR and The University of Sydney Business School
Downloads 1,431 (22,826)
Citation 6

Abstract:

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financial literacy, retirement planning

2.

Literacy, Trust and 401(K) Savings Behavior

Number of pages: 33 Posted: 11 Nov 2008
Julie R. Agnew, Lisa Szykman, Stephen P. Utkus and Jean A. Young
College of William and Mary - Mason School of Business, affiliation not provided to SSRN, University of Pennsylvania and The Vanguard Group, Inc. - Center for Retirement Research
Downloads 434 (112,494)
Citation 11

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3.

Individual Judgment and Trust Formation: An Experimental Investigation of Online Financial Advice

UNSW Australian School of Business Research Paper No. 2013ACTL21
Number of pages: 38 Posted: 20 Dec 2013 Last Revised: 15 Sep 2014
Julie R. Agnew, Hazel Bateman, Christine Eckert, Fedor Iskhakov, Jordan J. Louviere and Susan Thorp
College of William and Mary - Mason School of Business, UNSW Sydney, CEPAR, University of Technology Sydney (UTS) - School of Marketing, University of New South Wales (UNSW) - ARC Centre of Excellence in Population Ageing Research (CEPAR), University of South Australia - Institute for Choice and The University of Sydney Business School
Downloads 397 (124,763)
Citation 4

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Individual judgement, Trust formation, Experimental investigation, Online, Financial advice

4.

Portfolio Choice, Trading, and Returns in a Large 401(K) Plan

Center for Retirement Research Working Paper No. 2000-06
Number of pages: 49 Posted: 29 Nov 2000
Pierluigi Balduzzi, Julie R. Agnew and Annika E. Sundén
Boston College - Carroll School of Management, College of William and Mary - Mason School of Business and Stockholm University - Swedish Institute for Social Research (SOFI)
Downloads 380 (131,137)
Citation 85

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Social Security, Retirement, 401(k), Portfolio

5.

Asset Allocation and Information Overload: The Influence of Information Display, Asset Choice and Investor Experience

Number of pages: 44 Posted: 13 Jun 2008
Julie R. Agnew and Lisa Szykman
College of William and Mary - Mason School of Business and affiliation not provided to SSRN
Downloads 365 (137,125)
Citation 115

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401(k), investments, information overload, financial knowledge

6.

Annuities, Financial Literacy and Information Overload

Pension Research Council WP 2010-33
Number of pages: 41 Posted: 13 Nov 2010
Julie R. Agnew and Lisa Szykman
College of William and Mary - Mason School of Business and affiliation not provided to SSRN
Downloads 335 (150,499)
Citation 4

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annuity, financial literacy, investment, education, retirement, market, annuitiy, annuitize

7.

Learning and Confirmation Bias: Measuring the Impact of First Impressions and Ambiguous Signals

UNSW Business School Research Paper, Wharton Pension Research Council Working Paper No. 2018-08
Number of pages: 51 Posted: 20 Aug 2018
Julie R. Agnew, Hazel Bateman, Christine Eckert, Fedor Iskhakov, Jordan J. Louviere and Susan Thorp
College of William and Mary - Mason School of Business, UNSW Sydney, CEPAR, University of Technology Sydney (UTS) - School of Marketing, University of New South Wales (UNSW) - ARC Centre of Excellence in Population Ageing Research (CEPAR), University of South Australia - Institute for Choice and The University of Sydney Business School
Downloads 223 (227,350)

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8.

Superannuation Knowledge and Plan Behaviour

UNSW Australian School of Business Research Paper No. 2012ACTL14
Number of pages: 15 Posted: 17 Jan 2013
Julie R. Agnew, Hazel Bateman and Susan Thorp
College of William and Mary - Mason School of Business, UNSW Sydney, CEPAR and The University of Sydney Business School
Downloads 173 (285,951)
Citation 3

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Superannuation, Plan Behaviour

9.

Work, Money, Lifestyle: Plans of Australian Retirees

UNSW Australian School of Business Research Paper No. 2012ACTL15
Number of pages: 13 Posted: 17 Jan 2013
Julie R. Agnew, Hazel Bateman and Susan Thorp
College of William and Mary - Mason School of Business, UNSW Sydney, CEPAR and The University of Sydney Business School
Downloads 169 (291,689)
Citation 2

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Australian retirees

10.

The Reluctant Retirement Trader: Do Asset Returns Overcome Inertia?

Networks Financial Institute: Working Paper Series: 2012-WP-01
Number of pages: 36 Posted: 21 Jun 2012
Julie R. Agnew and Pierluigi Balduzzi
College of William and Mary - Mason School of Business and Boston College - Carroll School of Management
Downloads 87 (476,668)

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11.

Financial Education and Choice in State Public Pension Systems

NBER Working Paper No. w18907
Number of pages: 57 Posted: 22 Mar 2013 Last Revised: 01 Mar 2023
Julie R. Agnew and Joshua Hurwitz
College of William and Mary - Mason School of Business and Boston College - Center for Retirement Research
Downloads 22 (832,520)

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12.

What People Know About Target-Date Funds: Survey and Focus Group Evidence

Posted: 28 Aug 2013 Last Revised: 29 Aug 2013
Julie R. Agnew, Lisa R. Szykman, Stephen P. Utkus and Jean A. Young
College of William and Mary - Mason School of Business, College of William and Mary - Mason School of Business, University of Pennsylvania and The Vanguard Group, Inc. - Center for Retirement Research

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13.

Temporal Distance to Retirement and Communication Framing: Enhancing Retirement Financial Decision Making

Posted: 28 Aug 2013 Last Revised: 29 Aug 2013
Nicole Votolato Montgomery, Lisa R. Szykman and Julie R. Agnew
University of Virginia - McIntire School of Commerce, College of William and Mary - Mason School of Business and College of William and Mary - Mason School of Business

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14.

Do Financial Literacy and Mistrust Affect 401(K) Participation?

Posted: 08 Mar 2010
Julie R. Agnew, Stephen P. Utkus and Jean A. Young
College of William and Mary - Mason School of Business, University of Pennsylvania and The Vanguard Group, Inc. - Center for Retirement Research

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15.

An Analysis of How Individuals React to Market Returns in One 401(K) Plan

Posted: 11 Jun 2008
Julie R. Agnew
College of William and Mary - Mason School of Business

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16.

Transfer Activity in 401(K) Plans

AFA 2003 Washington, DC Meetings
Posted: 26 Nov 2002
Julie R. Agnew and Pierluigi Balduzzi
College of William and Mary - Mason School of Business and Boston College - Carroll School of Management

Abstract:

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401(k) plans