AFS 2015 Proceedings

A1 The Stickiness Of Cash Inflow Timing: How Do Source Of Inflow And Timing Affect Spending V. Saving?
Valrie Chambers, Stetson University
Marilyn Spencer, Texas A&M University – Corpus Christi
Eugene Bland, Texas A&M University – Corpus Christi

A3 Management fees and portfolio performance: Who can charge higher Portfolio Management Fees and Why?
Russell B. Gregory-Allen, Massey University
Hany A. Shawky, Albany University

A3 The Impact of Age Differences and Race on the Social Security Early Retirement Decision for Married Same Sex Couples
Diane Scott Docking, Northern Illinois University
Rich Fortin, New Mexico State University
Stuart Michelson, Stetson University

A4 Impact Of Ted Spread, Bond Spread, And Vix On Stock Market Returns, Oil Prices, Home Prices And Exchange Rates
Akash Dania, Alcorn State University
D.K. Malhotra, Philadelphia University

B1 Risk Profiling Approaches Used By CanadianInvestment Firms
Shawn Brayman, PlanPlus Inc

B1 Household Ratio Guidelines for the Amount of Investments
Sherman D. Hanna, Ohio State University
KyoungTae Kim, University of Alabama

B1 Children’s College as a Saving Goal
Congrong Ouyang, Ohio State University
Sherman D. Hanna, Ohio State University

B2 Implied Volatility Factors
Timothy Krause, Penn State Behrend
Donald Lien, University of Texas at San Antonio

B2 Building Optimal Risky And Utility Maximizing TIAA/CRE Portfolios
Larry J. Prather, Southeastern Oklahoma State University
Han-Sheng Chen, Southeastern Oklahoma State University
Ying-Chou Lin, Southeastern Oklahoma State University

B3 Money: Worries And The Feeling Of Financial Preparedness During College Years
Inga Chira, California State University – Northridge
Bret Scott, Oregon State University
Amy Bourne, Oregon State University
Jenna Wiegand, Oregon State University

C1 Determinates of Long-Term Care Insurance Purchase
Mary E. Dorn, University of Missouri-Columbia
Dalisha Herring, University of Missouri-Columbia
Geri Dickey, LCSW Park University

C2 Assessing Performance of Morningstar’s Star Rating System for Stocks
Paul Bolster, Northeastern University
Emery Trahan, Northeastern University
Pinshuo Wang, Northeastern University

C2 Risk-shifting, Equity Risk, and the Distress Puzzle
Keming Li, University of Minnesota – Duluth
Jimmy Lockwood, Colorado State University
Hong Miao, Colorado State University

D1 Efficacy of Publically-Available Retirement Planning Tools
Taft Dorman, Texas Tech University
Harold Evensky, Evensky & Katz
Barry Mulholland, Texas Tech University
Qianwen Bi, Utah Valley University

D1 To Roth or Not: A Review and Analysis of Retirement Plan and Conversion Options
V. Sivarama Krishnan, University of Central Oklahoma
Julie Cumbie, University of Central Oklahoma

D2 Corporate Governance in Mutual Funds The Impact of Holdings Disclosure
Russell Gregory-Allen, Massey University
Kathleen Thompson, Bancorp Treasury

D3 Personal finance education and subsequent financial decision-making
Philip Gibson, Winthrop University
Janine K. Scott, Massey University

D3 Women and Money
Sherman Hanna, Ohio State University
Suzanne Lindamood, Columbus, Ohio

D3 How Young New Zealanders Perceive Political & Financial Wellbeing: A Longitudinal Study Election Year Update
Jeffrey Stangl, Massey University
Claire Matthews, Massey University

D4 Do Finances Influence the Decision to Divorce or Reconcile?
Hannah Plauche, Louisiana State University
Frances Lawrence, Louisiana State University
Loren Marks, Louisiana State University

E2 A New Multi-Band Approach For Optimizing Taxes Based On Order Of Depletion Of Accounts
Shawn Brayman, PlanPlus
Kira Brayman, Oxford University

E2 How Risky Is Your Retirement Income Risk Model?
Patrick Collin, University of San Francisco
Huy Lam, Schultz Collins, Inc
Josh Stampfli

E3 The Relationship Between Personality Type and Investor Risk Preferences
Stuart Michelson, Stetson University
Andrew Williams, Stetson University

E3 Information Disclosure, Product Market Competition, and Firm Value
Kung-Cheng Ho, Yuan Ze University
Shih-Cheng Lee, Yuan Ze University
Chien-Ting Lin, Deakin University
Lee-Hsien Pan, Keuka College

F1 A Life Cycle Model with Joint Decisions for Household Life Insurance Demand
Ning Wang, Valdosta State University

F2 An Exact, Optimal Strategy for Traditional vs. Roth IRA/401(k) Consumption During Retirement
James DiLellio, Pepperdine University
Daniel Ostrov, Santa Clara University

F2 Usage of Financial Planning Advice and Financial Satisfaction: Implications for Financial Planners
Jing Jian Xiao, University of Rhode Island

F3 Which Households Could Have Expected a Substantial Income Drop During the Great Recession?
Eunice Hong, Sung Shin Women’s University
Sherman Hanna, Ohio State University

Poster: Does financial literacy increase demand for financial planners
Lua Augustin, Texas Tech University
Michael Finke, Texas Tech University
Terrance Martin, University of Texas – Rio Grande Valley

Poster: Treatment of Inflation in Retirement Planning
Sherman Hanna, Ohio State University

Poster: the Influence of Mental Health on Portfolio Choice of Elderly Households
Cheuk Hee Cheung, Ohio State University

Poster: The Ability to Hedge House Price Risk: Are we there yet? Should we be?
Dag Einar Sommervoll, Norwegian University of Life Sciences
Steve Swidler, Auburn University

Poster: Migrating with Black Swans: Climate Change and Retirement Planning
John Mitchell, Central Michigan University

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