AFS 2013 Proceedings


A1 Asset Allocation in Tax-Deferred Pensions and the Role of Employer Matches
Li, Zhe

A3 The Impact of Age Differences and Race on the Social Security Early Retirement Decision for Married Couples
Docking, Diane
Fortin, Rich
Michelson, Stuart

A3 An Indirect Approach to Improving Credit Scores: A Search for Influential Demographics in Metropolitan Areas
Newman, Anna
Newman, Joseph A

B1 Does Cognitive Ability Affect the Stock Reallocation Decisions of Older Investors Following the Great Recession?
Browning, Chris
Finke, Michael

B2 The Effect of Financial Literacy on Retirement Planning
Andrade, Cristina
Bazelais, Wesner
Das, Nandita

B3 Do U.S. Households Perceive Their Retirement Preparedness ‘Rationally’?
Kim, Kyoung Tae
Hanna, Sherman

C1 Assessing Economic Security of Low Income Households in the United States
Lee, Jae Min
Kim, Kyoung Tae

C1 Which Household Have Adequate Emergency Funds After the Great Recession? Estimates Based on an Income Measure and a Spending Measure
Hong, Eunice
Hanna, Sherman
Kim, Kyoung Tae

C2 Financial Literacy of U.S. Households: Knowledge vs. Long-Term Financial Planning
Alhenawi, Yasser
Elkhal, Khaled

C4 Self-Assessment of Risk Tolerance
Moreschi, Robert W.
Cobb, Barry R.

C4 From Saving to Investing: An Examination of Risk in Companies with Direct Stock Purchase Plans that Pay Dividends
Johnson, Raymond M.
Newman, Joseph A.

D1 The Relationship between Investor Risk Tolerance and Personality Assessment Measures
Michelson, Stuart
Mottarella, Karen

D1 Stock Market Expectations and Risk Aversion of Individual Investors
Lee, Boram
Rosenthal, Leonard
Veld, Chris
Veld-Merkoulova, Yulia

D1 Risk Tolerance: By Habit or Loss Averse, Sentiment-Driven Investor?
Guillemette, Michael
Nanigian, David

D3 The LSI or DCA Decision: Investing Strategies for the Lump-Sum Averse
Payne, Lt Col Brian C.
Bredthauer, Jeff

E1 Investment versus Investor Returns: Evidence from Defined Contribution Plans
Lach, Patrick A.
Root, Kevin C.

E1 Issues with Choosing the Right Target Date Funds for your 401K Plan: Considerations for Investment Committees
Lach, Patrick A.
Root, Kevin C.

E1 Long-Run Returns for Retirement Portfolios: New Evidence
Rayhorn, Charles R.
Janson, Kenneth

E2 Commission-Free Exchange-Traded Funds – Are Individual Investors Always Better Off?
DiLellio, James
Goldfeder, Philip M.

F1 Money Market Mutual Funds: Investment Implications to Individual Investors in High Systematic Risk Periods
Zhao, Aiwu
Zeidan, Jonathan

F1 Mutual Fund’s R2 and the Benefits of Multiple-fund Portfolios
Domian, Dale
Nanigian, David

F2 What Homebuyers Need to Know about the Differential Risk of Mortgages
Prather, Larry J.
Lin, Che-Chun
Chu, Ting-Heng

F4 An Examination of U.S. Institutional Investor Sentiment Effect on the Turkish Stock Market
Sayim, Mustafa
Rahman, Hamid

F4 How to Evaluate the Share Price Performance during CEO Tenure: The Case of Josef Ackermann’s Stewardship at Deutsche Bank
Späthe, Stepha

G1 The Cost of Guaranteed Income: A Consumer-oriented Approach to Considering the Value proposition of Variable Annuities with Guaranteed Lifetime Withdrawal Benefit Riders
Chang, Rosia P.
DeJong, Jr., Jack C.
Liq, Qianqin
Robinson, John H.
Suyderboud, Jack

G1 Worker Expectations of Never Being Able to Retire
Hanna, Sherman
Zhang, Lishu

G1 Employee Benefit and Retirement Planning – A Learner-Centered Teaching Approach
Lange, David
Simkins, Betty J.

G2 Establishing Financial Leadership Lab/Trading Room with Limited Resources
Norton, Kenneth
Kim, Jaehoon

G2 How Young New Zealanders Learn About Personal Finance: A Longitudinal Study
Stangl, Jeffrey
Matthews, Claire

G3 Lifetime Expected Income Comparison between SPIAs and an Age-Based, Three-Dimensional, Universal Distribution Model.
Frank Sr., Larry R.
Mitchell, John B.
Pfau, Wade

G4 The Increasing Problem of Household Debt Payment Delinquency of Hispanic Households
Lee, Johghee
Hanna, Sherman
Lindamood, Suzanne

G4 Racial/Ethnic Difference in Risky Assets Ownership after the Financial Crisis
Shin, Su Hyun
Hanna, Sherman

H1 Why Buy Accident Forgiveness Policies? An Experiment
Liu, Fan

H1 The Extent of Underinsurance: New Zealand evidence
Naylor, Michael J.
Matthews, Claire
Birks, Stuart


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