AFS 2012 Proceedings

(A1) A Test of a Composite Measure for Common Stock Momentum Investing
A. J. Senchack, Southwestern University

(A2) The Influence of Race on the Social Security Early Retirement Decision for Married Couples
Diane Docking, University of Northern Illinois
Rich Fortin, New Mexico State University
Stuart Michelson, Stetson University

(A3) Market Timing Risk in Laddering a CD Portfolio
Don Taylor, Penn State Brandywine

(A4) Charitable Estate Planning as Visualized Autobiography: An fMRI Study of its Neural Correlates
Russell James III, Texas Tech University
Michael W. O’Boyle, Texas Tech University

(B2) Investing in Morningstar Five-Star Stock Upgrades: Price and Style Effects
Paul J. Bolster, Northeastern University
Emery A. Trahan, Northeastern University

(B3) How Much Life Insurance Do You Need?
Chris Robinson, York University
Victoria Sarema, Office of the Attorney General of Ontario

(B4) Parameter Assumptions in Normative Analyses of Household Financial Decisions
Sherman D. Hanna, The Ohio State University
Kyoung Tae Kim, The Ohio State University
Fen Liu, The Ohio State University

(B4) Pure Time Preference or Situational? What Does the Survey of Consumer Finances Planning Horizon Variable Measure?
Eunice O. Hong, The Ohio State University
Sherman D. Hanna, The Ohio State University

(C1) Financial Knowledge and Student Loan Usage in College Students
Victoria Javine, University of South Alabama
Tajuana Williams, University of South Alabama

(C2) Using Trusts as a Means to Reduce Retirement Funding Shortfall
Robert Moreschi, Virginia Military Institute

(C4) Special Needs Caregivers: An Increased Need for Support and Professional Guidance
Mitzi Lauderdale, Texas Tech University
Sandra Huston, Texas Tech University

(D2) Portfolio Size: Revisited
James Chong, California State University – Northridge; MacroRisk Analytics
G. Michael Phillips, California State University – Northridge; MacroRisk Analytics

(D3) Optimizing Portfolio Liquidation Under Risk-Based Margin Requirements
Geng Deng, Securities Litigation and Consulting Group
Tim Dulaney, Securities Litigation and Consulting Group
Craig McCann, Securities Litigation and Consulting Group

(D4) Comparing Apples to Oranges: Lessons from Corporate Finance for Analyzing Mortgage Payments and Rent
Dale L. Domian, York University
Robert C. Wolf, University of Wisconsin – La Crosse

(E3) Retirement Distributions: Retiree Transition from Young, through Very Elderly Superannuated Ages. An Age Based, 3-D Dynamic Distribution Model
Larry Frank, Better Financial Education
John B. Mitchell, Central Michigan University
David M. Blanchett, Morningstar Investment Management

(E4) Intergenerational Transfer of Financial Literacy
Claire Matthews, Massey University
Bob Lissington, Massey University

(E4) What is Financial Literacy, and does Financial Literacy Education Achieve its Objectives? Evidence from Banks, Government Agencies and Financial Literacy Educators in England.
Normala Lee, London Metropolitan University

(F1) Why do Mutual Fund Expenses Matter?
David Nanigian, The American College

(F1) What Individual Investors should Know about Load Effects on Mutual Fund Risk
Larry Prather, Southeastern Oklahoma State University

(F2) Examining the Savings Habits of Individuals with Present-Fatalistic Time Perspectives using the Theory of Planned Behavior
Robert Rodermund, Lindenwood University

(F2) A Phenomenological Study of the Lived Experience of Individual Savings Rates and How They Impact Life Satisfaction
Jack Sterling, The Westminster Group

(F3) Competency Based Action Learning: A New Curriculum Synthesis for Financial Literacy Education
Nirmala Lee, London Metropolitan University

(F3) Understanding Minority Households as Consumers of Financial Service
Alicia Rodriguez de Rubio, University of the Incarnate Word

(G1) The Illusion that More Conservative Portfolios Address Risk Capacity Issues
Shawn Brayman, Plan Plus Inc.

(G2) Factors Related to Saving Behavior among Low-Income Households in the 1992-2007 Survey of Consumer Finances
Stuart Heckman, The Ohio State University
Sherman D. Hanna, The Ohio State University

(G2) The Influence of Saving Objectives on Saving: First Response Versus Any Response for Objectives
Jae Min Lee, The Ohio State University
Sherman D. Hanna, The Ohio State University

(G3) Perceptions of Financial Planners Regarding Factors that Affect the Development of Planning and Client Communication Techniques in Practice
Charles R. Chaffin, Certified Financial Planner Board of Standards Inc.
Benjamin F. Cummings, Saint Joseph’s University

(G3) Switching Financial Advisors: An fMRI Study of Its Neural Correlates
Russell James III, Texas Tech University

(G4) Is the Federal Debt Raising Corporate Profits and Reducing Labor’s Share of National Income?
John Golob, Retired, Federal Reserve Bank of Kansas City

(H1) Negative Net Worth and the Life Cycle Hypothesis
Travis P. Mountain, The Ohio State University
Sherman D. Hanna, The Ohio State University

(H1) Payday Loans: A Socially Responsible Industry?
Mark Schwartz, York University
Chris Robinson, York University

(H2) Community Service and Service Learning Among Accounting and Law Students
Cathy Bowen, Penn State
Keith Elkin, Penn State
Benjamin Lansford, Penn State

(H4) Capitalizing on the Greatest Anomaly in Finance with Mutual Funds
David Nanigian, The American College

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