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Professional financial advice and investor behavior during the COVID‐19 pandemic.
- Published in:
- Financial Planning Review, 2024, v. 7, n. 1, p. 1, doi. 10.1002/cfp2.1172
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- Article
Women and Finance-Specific Human Capital: Impact of Gender Role Attitudes.
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- Journal of Accounting & Finance (2158-3625), 2023, v. 23, n. 6, p. 144, doi. 10.33423/jaf.v23i6.6744
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- Article
Cognitive ability impact on life insurance lapsation.
- Published in:
- Financial Services Review, 2023, v. 31, n. 1, p. 73, doi. 10.61190/fsr.v31i1.3196
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- Article
Save more with less: The impact of employer defaults and match rates on retirement saving.
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- Financial Planning Review, 2022, v. 5, n. 4, p. 1, doi. 10.1002/cfp2.1152
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- Publication type:
- Article
Defaults and Consumer Response to Rainy-Day Funds: Evidence from 401(k) Participants during the COVID-19 Pandemic.
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- Journal of Retirement, 2022, v. 10, n. 2, p. 8, doi. 10.3905/jor.2022.1.123
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- Article
Does Advisor Channel Influence Passive Fund Choice?
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- Journal of Financial Planning, 2022, v. 35, n. 4, p. 68
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- Publication type:
- Article
Employee Opinions about Partial Annuitization in a Retirement Plan.
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- Journal of Retirement, 2022, v. 9, n. 3, p. 9, doi. 10.3905/jor.2021.1.095
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- Publication type:
- Article
The Value of Delayed Social Security Claiming for Higher-Earning Women.
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- Journal of Financial Service Professionals, 2021, v. 75, n. 5, p. 37
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- Article
The unsophisticated "sophisticated": Old age and the accredited investors definition.
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- Financial Planning Review, 2021, v. 4, n. 2, p. 1, doi. 10.1002/cfp2.1114
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- Publication type:
- Article
How competitive are income annuity providers over time?
- Published in:
- Risk Management & Insurance Review, 2021, v. 24, n. 2, p. 207, doi. 10.1111/rmir.12182
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- Publication type:
- Article
Segmented Standard Taxi Routes—A New Way to Integrate Remotely Piloted Aircraft into Airport Surface Traffic.
- Published in:
- Aerospace (MDPI Publishing), 2020, v. 7, n. 6, p. 83, doi. 10.3390/aerospace7060083
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- Publication type:
- Article
Should Annuities Be Purchased from Tax-Sheltered Assets?
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- Journal of Financial Service Professionals, 2019, v. 73, n. 6, p. 41
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- Publication type:
- Article
Integrating ontologies of human diseases, phenotypes, and radiological diagnosis.
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- 2019
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- Publication type:
- journal article
Annuitized Income and Optimal Equity Allocation.
- Published in:
- Journal of Financial Planning, 2018, v. 31, n. 11, p. 48
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- Publication type:
- Article
Are Defined Contribution Plans a Commitment Device?
- Published in:
- Journal of Financial Counseling & Planning, 2018, v. 29, n. 2, p. 234, doi. 10.1891/1052-3073.29.2.234
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- Publication type:
- Article
Redemption Fees: Reward for Punishment.
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- Journal of Financial Service Professionals, 2018, v. 72, n. 2, p. 49
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- Publication type:
- Article
The Impact of Product Knowledge and Quality of Care on Long-term Care Insurance Demand: Evidence from the HRS.
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- Journal of Personal Finance, 2017, v. 16, n. 2, p. 48
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- Publication type:
- Article
Planning for a More Expensive Retirement.
- Published in:
- Journal of Financial Planning, 2017, v. 30, n. 3, p. 42
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- Publication type:
- Article
Financial Software Use and Retirement Savings.
- Published in:
- Journal of Financial Counseling & Planning, 2017, v. 28, n. 1, p. 107, doi. 10.1891/1052-3073.28.1.107
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- Publication type:
- Article
Assessing a Client's Risk Profile: A Review of Solution Providers.
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- Journal of Financial Service Professionals, 2017, v. 71, n. 1, p. 71
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- Publication type:
- Article
Old Age and the Decline in Financial Literacy.
- Published in:
- Management Science, 2017, v. 63, n. 1, p. 213, doi. 10.1287/mnsc.2015.2293
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- Publication type:
- Article
Understanding the Shift in Demand for Cash Value Life Insurance.
- Published in:
- Risk Management & Insurance Review, 2016, v. 19, n. 1, p. 7, doi. 10.1111/rmir.12031
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- Publication type:
- Article
Spending in Retirement: Determining the Consumption Gap.
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- Journal of Financial Planning, 2016, v. 29, n. 2, p. 42
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- Publication type:
- Article
Measuring Risk Tolerance: A Review of Literature.
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- Journal of Personal Finance, 2016, v. 15, n. 1, p. 63
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- Publication type:
- Article
Cognitive Ability and the Stock Reallocations of Retirees during the Great Recession.
- Published in:
- Journal of Consumer Affairs, 2015, v. 49, n. 2, p. 356, doi. 10.1111/joca.12065
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- Publication type:
- Article
Reduce Retirement Costs with Deferred Income Annuities Purchased before Retirement.
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- Journal of Financial Planning, 2015, v. 28, n. 7, p. 40
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- Publication type:
- Article
Advisor Beliefs Regarding Effective Life Insurance Disclosure.
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- Journal of Financial Service Professionals, 2015, v. 69, n. 3, p. 55
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- Publication type:
- Article
Trust: A Factor in Portfolio Composition.
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- Journal of Financial Planning, 2014, v. 27, n. 12, p. 54
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- Publication type:
- Article
A Comparison of Retirement Strategies and Financial Planner Value.
- Published in:
- Journal of Financial Planning, 2014, v. 27, n. 11, p. 46
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- Publication type:
- Article
Do Large Swings in Equity Values Change Risk Tolerance?
- Published in:
- Journal of Financial Planning, 2014, v. 27, n. 6, p. 44
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- Publication type:
- Article
Race, Trust, and Retirement Decisions.
- Published in:
- Journal of Personal Finance, 2014, v. 13, n. 2, p. 62
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- Publication type:
- Article
Investor preference for skewness and the incubation of mutual funds.
- Published in:
- Financial Services Review, 2014, v. 23, n. 1, p. 63, doi. 10.61190/fsr.v23i1.3186
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- Publication type:
- Article
EDITOR'S NOTES.
- Published in:
- Journal of Personal Finance, 2014, v. 13, n. 1, p. 7
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- Publication type:
- Article
Low Bond Yields and Safe Portfolio Withdrawal Rates.
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- Journal of Wealth Management, 2013, v. 16, n. 2, p. 55, doi. 10.3905/jwm.2013.16.2.055
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- Publication type:
- Article
The 4 Percent Rule Is Not Safe in a Low-Yield World.
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- Journal of Financial Planning, 2013, v. 26, n. 6, p. 46
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- Publication type:
- Article
The demand for disability insurance.
- Published in:
- Financial Services Review, 2013, v. 22, n. 1, p. 1
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- Publication type:
- Article
EDITOR'S NOTES.
- Published in:
- Journal of Personal Finance, 2013, v. 12, n. 1, p. 8
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- Publication type:
- Article
Rational Choice With Complex Products: Consumer Valuation of Annuities.
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- Journal of Financial Counseling & Planning, 2012, v. 23, n. 2, p. 32
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- Publication type:
- Article
The Influence of Financial Sophistication and Financial Planners on Roth IRA Ownership.
- Published in:
- Journal of Financial Service Professionals, 2012, v. 66, n. 6, p. 69
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- Publication type:
- Article
Does home equity explain the black wealth gap?
- Published in:
- Journal of Housing & the Built Environment, 2012, v. 27, n. 4, p. 427, doi. 10.1007/s10901-011-9256-3
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- Publication type:
- Article
The Impact of the Broker-Dealer Fiduciary Standard on Financial Advice.
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- Journal of Financial Planning, 2012, v. 25, n. 7, p. 28
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- Publication type:
- Article
EDITOR'S NOTES.
- Published in:
- Journal of Personal Finance, 2012, v. 11, n. 2, p. 8
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- Publication type:
- Article
Compensation and client wealth among U.S. investment advisors.
- Published in:
- Financial Services Review, 2012, v. 21, n. 2, p. 81
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- Publication type:
- Article
EDITOR'S NOTES.
- Published in:
- Journal of Personal Finance, 2012, v. 11, n. 2, p. 8
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- Publication type:
- Article
Risk Tolerance Questions to Best Determine Client Portfolio Allocation Preferences.
- Published in:
- Journal of Financial Planning, 2012, v. 25, n. 5, p. 36
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- Publication type:
- Article
Spending Flexibility and Safe Withdrawal Rates.
- Published in:
- Journal of Financial Planning, 2012, v. 25, n. 3, p. 44
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- Publication type:
- Article
EDITOR'S NOTES.
- Published in:
- Journal of Personal Finance, 2012, v. 11, n. 1, p. 8
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- Publication type:
- Article
The Impact of Financial Sophistication on Adjustable Rate Mortgage Ownership.
- Published in:
- Journal of Financial Counseling & Planning, 2011, v. 22, n. 2, p. 3
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- Publication type:
- Article
Financial Advice: Who Pays.
- Published in:
- Journal of Financial Counseling & Planning, 2011, v. 22, n. 1, p. 18
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- Publication type:
- Article
Investor Prudence and the Role of Financial Advice.
- Published in:
- Journal of Financial Service Professionals, 2011, v. 65, n. 4, p. 43
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- Publication type:
- Article