Edward F. McQuarrie

Santa Clara University - Leavey School of Business

Professor of Marketing

500 El Camino Real

Santa Clara, CA California 95053

United States

  • Santa Clara University - Leavey School of Business

SCHOLARLY PAPERS

26

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Top 39,465

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25

Scholarly Papers (26)

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1.

Stock Market Charts You Never Saw

Number of pages: 54 Posted: 11 Oct 2017 Last Revised: 17 Mar 2021
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 40,011 (89)
Citation 1

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Historical Stock Market Returns, Equity Premium, 19th Century, stocks for the long run

2.

When and for Whom are Roth Conversions Most Beneficial? A New Set of Guidelines, Cautions and Caveats

Number of pages: 43 Posted: 08 Jun 2021 Last Revised: 06 May 2022
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 9,528 (1,244)

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Roth conversion, Roth versus tax-deductible retirement accounts, Required Minimum Distributions, retirement savings, affluent professionals

3.

Where Siegel Went Awry: Outdated Sources & Incomplete Data

Number of pages: 44 Posted: 26 Mar 2021 Last Revised: 14 Nov 2023
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 7,929 (1,690)

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stock returns, bond returns,19th century financial markets, equity premium, asset allocation, portfolio management, World ex-USA

4.

The US Bond Market Before 1926: Investor Total Return from 1793, Comparing Federal, Municipal, and Corporate Bonds Part I: 1793 to 1857

Number of pages: 72 Posted: 19 Oct 2018 Last Revised: 19 Mar 2021
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 2,014 (16,218)

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bond market, 19th century US securities markets, Hamilton refunding, history of interest rates, long-term return on bonds

5.

The US Bond Market before 1926: Investor Total Return from 1793, Comparing Federal, Municipal and Corporate Bonds Part II: 1857 to 1926

Number of pages: 136 Posted: 18 Sep 2019 Last Revised: 19 Mar 2021
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 1,632 (22,549)
Citation 4

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historical bond returns, 19th century US markets, greenback era, corporate bonds, municipal bonds, National Banking Acts

6.

The Annuity Wager: Can Bonds Outperform a Life Annuity?

Number of pages: 65 Posted: 22 Jul 2022
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 1,044 (43,490)

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life annuity, single premium immediate annuity, historical bond market returns, mortality credits, corporate bond premium, life expectancy, required minimum distributions

7.

Will Required Minimum Distributions Exhaust My Savings and Leave Me in Penury?

Number of pages: 67 Posted: 21 Jan 2022
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 1,038 (43,821)

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retirement plans, sustainable withdrawal, RMD, historical asset returns, constant dollar income

8.

The Widow Tax Hit: Much Ado About Nothing?

Number of pages: 13 Posted: 02 Aug 2021 Last Revised: 12 Aug 2021
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 791 (63,691)

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widow tax, tax planning, behavioral finance, IRMAA, tax torpedo

9.

The First 50 Years of the US Stock Market: New Evidence on Investor Total Return Including Dividends, 1793-1843

Number of pages: 142 Posted: 19 Jul 2018 Last Revised: 17 Mar 2021
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 749 (68,396)
Citation 5

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stocks for the long run, stock market history, stock market in the 19th century, stock market returns, bank stocks, turnpikes, canals, railroads

10.

Visual and Verbal Rhetorical Figures Under Directed Processing Versus Incidental Exposure to Advertising

Journal of Consumer Research, March 2003
Number of pages: 32 Posted: 14 Oct 2003
Edward F. McQuarrie and David Glen Mick
Santa Clara University - Leavey School of Business and University of Virginia - McIntire School of Commerce
Downloads 640 (83,769)
Citation 3

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11.

What Motivates Consumers to Produce Online Reviews? Solidarity, Status, and the Soapbox Effect

Number of pages: 66 Posted: 03 Feb 2013
Edward F. McQuarrie, Shelby H. McIntyre and Ravi Shanmugam
Santa Clara University - Leavey School of Business, Santa Clara University and Santa Clara University - Marketing
Downloads 523 (107,856)
Citation 1

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online reviews, eWOM, solidarity, intrinsic motivation

12.

When Do Corporate Bond Investors Earn a Premium for Bearing Risk? A Test Spanning the Great Depression of the 1930s

Number of pages: 213 Posted: 11 Dec 2020
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 521 (108,375)
Citation 2

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Risk Premium, Corporate Bonds, Government Bonds, Historical Asset Returns, Moody’s Rating Grades, Bond Returns Over the Long Run

13.

Before Index Funds: How Much of the Market Return Could Investors Have Got?

Number of pages: 55 Posted: 25 May 2023
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 396 (149,850)

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mutual fund performance, sustainable withdrawal rate, cost matters hypothesis, 60/40 allocation

14.

Introducing a New Database of 19th Century Railroads Before Cowles and Macaulay

Number of pages: 68 Posted: 02 Aug 2017 Last Revised: 16 Mar 2021
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 357 (168,025)
Citation 5

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Historical Stock Prices, Railroads, 19th Century

15.

The U.S. Bond Market Before 1926, Part III: Total Return Versus Basic Yield, 1897 - 1926

Number of pages: 86 Posted: 08 Jul 2020 Last Revised: 19 Mar 2021
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 293 (207,553)
Citation 1

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bond returns, corporate bonds, asset pricing, financial markets before 1926

16.

What Factors Sustain the Production of Online Reviews? Role of Community Feedback and Differences in Individual Motivation

Number of pages: 63 Posted: 29 Nov 2013 Last Revised: 18 May 2014
Edward F. McQuarrie, Shelby H. McIntyre and Ravi Shanmugam
Santa Clara University - Leavey School of Business, Santa Clara University and Santa Clara University - Marketing
Downloads 227 (267,614)

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online reviews, motivation, feedback, self-determination theory, Yelp

17.

Market Returns Are Estimated with Error. How Much Error?

Number of pages: 33 Posted: 24 Jul 2023
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 194 (309,901)

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S&P 90,S&P 500,CRSP,Wilshire 5000,Russell 3000,total market index,small stock outperformance

18.

IRMAA: Resistance is Futile

Number of pages: 25 Posted: 07 Feb 2024
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 189 (317,406)

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IRMAA, retirement income, tax torpedo, Roth conversions, QCD

19.

A Re-Examination of Stock Market Returns from 1871-1897: Did Cowles Get It Right?

Number of pages: 128 Posted: 14 Apr 2020 Last Revised: 18 Mar 2021
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 189 (317,406)
Citation 1

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19th century stock returns, stock and bond comparison, railroads, panic of 1873, panic of 1893

20.

New Bank and Transportation Stock Indexes from 1793 to 1871, with Comparisons Across Region and Sector, and Against Prior Indexes

Number of pages: 140 Posted: 12 Nov 2019 Last Revised: 18 Mar 2021
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 152 (383,315)
Citation 2

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historical stock returns, banks, railroads, canals, turnpikes, panic of 1819, panic of 1837, panic of 1857

21.

Extending the Barcap Back to 1900: Introducing a New Total Bond Index

Number of pages: 29 Posted: 25 Oct 2021
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 151 (385,409)

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total bond index, intermediate bonds, duration, long bonds versus short bonds

22.

Appendix A to Introducing a New Database of 19th Century US Stocks

Number of pages: 17 Posted: 26 Sep 2017
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 126 (444,516)

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19th century stock markets, capitalization, dividends

23.

Introducing a New Monthly Series of U.S. Government Bond Returns 1793 -2023

Number of pages: 58 Posted: 24 Jul 2024
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 102 (530,666)

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long run asset returns, 19th century bond returns, equity premium

24.

Appendix B to Introducing a New Database of 19th Century US Stocks

Number of pages: 18 Posted: 26 Sep 2017
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 100 (527,056)

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19th century stock markets, index construction, railroad stocks

25.

Appendix C to Introducing a New Database of 19th Century US Stocks

Number of pages: 10 Posted: 26 Sep 2017
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 84 (588,022)

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19th century stock markets, stock dividends, rights issues, merger premia

26.

Developing Scales to Measure Consumer Dispositions: A New Approach Based on Predictive Validity

Number of pages: 40 Posted: 28 Aug 2013
Edward F. McQuarrie
Santa Clara University - Leavey School of Business
Downloads 78 (613,970)

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scale development, scale reduction, dispositions, predictive validity, single-item vs. multi-item measures