Nabil Tahani, Chris Robinson

Freedon at 55 or drudgery till 70?

Finance

The classic preretirement problem for the financial planner is to advise a client how much to save, how much must be saved each year to rea...

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Joseph Friedman, Herbert E. Phillips

The downside risk of postponing Social Security benefits

Economics

The point that only life participants may initiate or receive Social Security benefits is typically overlooked. Thus, a postponement of ben...

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Zugang Liu, Jia Wang

Time, risk, and investment styles

Finance

This paper investigates the changing nature of equity investment risk across time horizon, an important issue in asset allocation decisions...

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Elisabeth Sinnewe

Financial Services Review Masthead (2026) Volume 34 Issue 1

Finance

Review:

The submission titled "Financial Services Review Masthead (2026) Volume 34 Issue 1" clearly identifies itself as the masthead for the specified journa...

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Elisabeth Sinnewe

Household Financial Decision-Making: Miscalibration, Mortality, Emotion, and Culture

Finance

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Meir Statman

Great Financial Advisers Are Well-Being Advisers

Finance

Great financial advisers are well-being advisers, offering holistic advice that builds clients’ life well-being on the foundation of financ...

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William J. Trainor, Jr., Indudeep Chhachhi, Christopher L. Brown

A portfolio of leveraged exchange traded funds

Finance

This study demonstrates how a portfolio of leveraged exchange traded funds (LETFs) targeting a unit exposure to their underlying indexes ou...

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Isha Chawla, Mia B. Russell, Kenneth J. White, Sharon A. DeVaney

Fear and trust in financial institutions

Finance

Financial institutions are pillars of the economy and play an important role in consumers’ daily lives. As such, trust between financial in...

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D. W. Richards, E. F. Morton

Conceptualizing financial advice in Australia

Finance

Many individuals entrust financial advisors to navigate through important financial decisions, yet extant research and persistent scandals...

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Gizelle D. Willows

Develop a retirement plan and stick to it

Finance

This study explores the relationship between financial literacy, behavior and attitude, and retire- ment savings decisions. Members of a...

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