AFS 2009 Proceedings

(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 Eegichenstein, 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

(2B) Job Analysis for Entry-Level Financial Planning Graduates: Implications for Academic Programs
Vickie Hampton, Texas Tech University
John Salter, Texas Tech University
Deena Katz, Texas Tech University
Harold Evensky, Texas Tech University
Danielle Winchester, 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

(3D) Series I Savings Bonds Announcement Effects on Treasury Inflation-Protected Securities
Don Taylor, Penn State University Brandywine

(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

(4C) Special Needs Financial Planning: Assessing Community Awareness
Mitzi Lauderdale, Texas Tech University
Rich Stebbins, Texas Tech 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

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