Academy of Financial Services Proceedings

                        Anaheim, CA

                        October, 2009

Click here to view the entire 2009 Program

(1A) An Intergenerational Solution to Shortfalls in Retirement Savings

Robert Moreschi, Virginia Military Institute

(1C) The Influence of Birth Order on Financial Risk Tolerance

John Gilliam, Texas Tech University

Swarn Chatterjee, University of Georgia

Chris Browning, Texas Tech University 

(1C) Risk Tolerance: Cause or Effect?

Sherman D. Hanna, Ohio State University

Suzanne Lindamood, Legislative Service Commission

(1D) Long-Horizon Stock Predictability: Evidence and Applications

Dale Domian, York University

William Reichenstein, Baylor University

(2A) Glidepath Strategies for Retirement Funds: Boon or Boondoggle?

Rosita Chang, University of Hawaii at Manoa

Jack De Jong, University of Hawaii at Manoa

Qianqiu Liu, University of Hawaii at Manoa

John Robinson, Hawaii Wealth Management 

(2A) The Accumulation Efficiency of Life Cycle Funds

John Spitzer, College at Brockport State University of New York

Sandeep Singh, College at Brockport State University of New York

(2B) Educating Widows in Personal Financial Planning

Brian Korb, Texas Tech University 

(2C) Reverse Mortgage, Refinancing and Home Equity Line of Credit

V. Sivarama Krishnan, University of Central Oklahoma

Allen Arnold, University of Central Oklahoma 

(2E) Special Session-- - National Household Datasets for Financial Research:  Health and Retirement Study

Swarn Chatterjee, University of Georgia

Sandra Huston, Texas Tech University 

(2E) Special Session-- - National Household Datasets for Financial Research:  National Longitudinal Survey of Youth

Michael Finke, Texas Tech University

Sandra Huston, Texas Tech University

(2E) Special Session-- - National Household Datasets for Financial Research:  Survey of Consumer Finances

Sherman D. Hanna, Ohio State University

Suzanne Lindamood, Ohio Legislative Service Commission

Sandra Huston, Texas Tech University

(3A) Racial-Ethnic Patterns in Being Credit Constrained: A Decomposition Analysis

Yoonkyung Yuh, Ewha Womans University, Korea

Sherman Hanna, Ohio State University 

(3B) Optimal Tax-efficient Planning of Withdrawals from Retirement Accounts

Lewis Coopersmith, Rider University

Alan Sumutka, Rider University

James Arvesen, Strategic Solutions and Services, Inc.

(3B) In Search of the Numbers. A Practical Application of Withdrawal Rate Research for Preretirees and Its Possible Implications

Larry R. Frank, Better Financial Education

(3B) Withdrawal Rate Strategies for Retirement Portfolios: Preventive Reductions and Risk Management

John Mitchell, Central Michigan University

(3C) Determinants of ETF Liquidity in the Secondary Market: A Five Factor Ranking Algorithm

Pankaj Agrrawal , University of Maine

John Clark, University of Missouri - Kansas City

(3C) The Financial Planner, Exchange Traded Funds, and ETF Trading Strategies to Enhance Client Wealth Maximization

James DiLellio, Pepperdine University

Darrol Stanley, Pepperdine University

(3D) Risk Tolerance and Liquidity Preferences of the Self-employed

Tim Griesdorn, Texas Tech University

(4A) Liquidity Planning for the Closely- Held Business Owner: A Case Study

Keith R. Fevurly, Metropolitan State College of Denver

(4A) Measuring the Actuarial and Financial Effects on Life Settlements

David Lange, Auburn University Montgomery

Joseph Newman, Auburn University Montgomery

(4B) Contributing Success Factors Within The Financial Planning Profession: Objective and Subjective Factors

De’Arno De’Armond, West Texas A&M University

Dorothy Durband, Texas Tech University

(4B) Transpersonal Practices for Certified Financial Planners

Renee M. Snow, Institute of Transpersonal Psychology

(4C) Quantifying the Economic Benefits of Personal Financial Planning

Sherman D. Hanna, Ohio State University

Suzanne Lindamood, Legislative Service Commission

(4C) What will they do now? A Look at Perceptions and Expectations of Some Future Financial Planners

Roger Severns, Minnesota State University

(4D) Debt-Equity Investment Swapping Strategies

Christopher L. Cain, Augusta State University

Peter M. Basciano, Augusta State University

James Grayson, Augusta State University

(4D) Pricing Interest Rate Derivatives under Stochastic Volatility

Nabil Tahani, York University

Xiaofei Li, York University

(5B) The Total Family Benefits Impact on The Social Security Early Retirement Decision

Rich Fortin, New Mexico State University

Stuart Michelson, Stetson University

(5B) Social Security, Guaranteed Retirement Accounts, and Roth-style Savings Accounts

Francis Laatsch, University of Southern Mississippi

Danniel Klein, Bowling Green State University

(5B) Who Own IRAs? Evidence from the 2004 Survey of Consumer Finances

Hyrum Smith, Texas Tech University

(5C) The Family Life Cycle and Banking Relationships

Claire Matthews, Massey University

(5D) Benjamin Graham Revisited

Robert Balik, Western Michigan University

Jamshid Mehran, Indiana University South Bend

(6A) Sustaining Income Through Retirement: Four Strategies for Retiring Clients

Noelle Fox, Principal Financial Group

(6B) Excel Chart Best Practices

Robert Balik, Western Michigan University

(6C) Making More Cents for 401(k) Plans: Value-Averaging vs. Constant Proportional Rebalancing

Haiwei Chen, California State University, San Bernardino

Jim Estes, California State University, San Bernardino

(6C) The Myth of Dollar Cost Averaging

William Chittenden, Texas State University

Kenneth Moon, Texas State University

Holland Toles, Texas State University

(6D) The Role of Contingent Contracts in Pricing Assets for the Troubled Assets Relief Program (TARP)

Francis Laatsch, University of Southern Mississippi

(6D) Highlights of Selected Tax provisions Included with the Emergency Economic Stabilization Act of 2008 and Selected IRS Cost of Living Adjustments

James Trebby, Marquette University