Financial Knowledge Overconfidence, Hardship Withdrawals, and Plan loans
Wednesday, September 30, 2020 at 7:00 AM–8:00 AM PDT
Online
Lead & Corresponding Author
Sunwoo T. Lee, The Ohio State University
Email Address
hidden
Annual Meeting 2020
September 29–30, 2020
Academy of Financial Sevices 2020 Schedule
Foreign Revenue Exposure: A New World of Diversification
Wednesday, September 30, 2020 at 7:00 AM–8:00 AM PDT
Online
Lead & Corresponding Author
David Blanchett, Morningstar Investment Management
Email Address
hidden
Additional Authors
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Lead & Corresponding Author
Inga Timmerman, California State University Northridge
Email Address
hidden
Additional Authors
Dr Nikanor Volkov, Mercer University
An Empirical Examination of U.S. based Japanese Mutual Funds
Wednesday, September 30, 2020 at 8:00 AM–9:00 AM PDT
Online
Lead & Corresponding Author
Dr. Srinidhi Kanuri, Ph.D., University of Southern Mississippi
Email Address
hidden
Additional Authors
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How People Pay Attention to ESG Information When Making Long-Term Investment Decisions
Wednesday, September 30, 2020 at 8:00 AM–9:00 AM PDT
Online
Lead & Corresponding Author
Samantha Lamas, Morningstar
Email Address
hidden
Additional Authors
Ryan Murphy, Morningstar
Using Investor Utility to Determine Portfolio Choice with REITs
Wednesday, September 30, 2020 at 8:00 AM–9:00 AM PDT
Online
Lead & Corresponding Author
Travis Jones, Florida Gulf Coast University
Email Address
hidden
Additional Authors
Wei Feng, Lynn University
Marcus T. Allen
Keynote speaker: Annamaria Lusardi and Awards Presentation
Wednesday, September 30, 2020 at 10:00 AM–Tuesday, August 18, 2020 at 11:00 AM PDT
Online
Lead & Corresponding Author
—
Additional Authors
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Assessing the Value of Financial Risk Tolerance as a Predictor of Monthly S&P 500 Values: A Comparison of Artificial Intelligence Deep Learning and Traditional Regression Methodologies
Wednesday, September 30, 2020 at 11:15 AM–12:30 PM PDT
Online
Lead & Corresponding Author
Wookjae Heo, South Dakota State University
Email Address
hidden
Additional Authors
Dr John Grable, University of Georgia
Eun Jin Kwak, University of Georgia
Faith-Based Investment Performance: An Analysis of 'Hall of Shame' Firms and their 'Clean' Alternatives
Wednesday, September 30, 2020 at 11:15 AM–12:30 PM PDT
Online
Lead & Corresponding Author
Brett Cotten, Columbus State University
Email Address
hidden
Additional Authors
O. Alan Tidwell, University of Alabama
Financial Advice, Investment Knowledge, and Portfolio Diversification
Wednesday, September 30, 2020 at 11:15 AM–12:30 PM PDT
Online
Lead & Corresponding Author
Tiffany Murray, Texas Tech University
Email Address
hidden
Additional Authors
Johnson Antwi
Michael A Guillemette, Ph.D., CFP®, Texas Tech University
A Proxy for the Complexity of Household Financial Situations: Implications for Financial Education and for the Endogeneity of Financial Knowledge
Wednesday, September 30, 2020 at 12:45 PM–1:45 PM PDT
Online
Lead & Corresponding Author
Dongyue Ying, The Ohio State University
Email Address
hidden
Additional Authors
Sherman D Hanna, PhD, The Ohio State University
Collegiate Financial Wellness: The Role of Financial Literacy
Wednesday, September 30, 2020 at 12:45 PM–1:45 PM PDT
Online
Lead & Corresponding Author
Tiffany Murray, Texas Tech University
Email Address
hidden
Additional Authors
Charlene Kalenkoski, PhD, Texas Tech University
Dorothy B Durband, Ph.D., Texas Tech University
Catherine P Montalto, PhD, The Ohio State University
Increasing Financial Literacy Among Undergraduate Students
Wednesday, September 30, 2020 at 12:45 PM–1:45 PM PDT
Online
Lead & Corresponding Author
Professor Keith Jacks Gamble, PhD, Middle Tennessee State University (MTSU)
Email Address
hidden
Additional Authors
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Lead & Corresponding Author
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Additional Authors
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Program Directors Panel Discussion - "FinTech in the Classroom" led by Barry Mulholland
Wednesday, September 30, 2020 at 3:00 PM–4:00 PM PDT
Online
Lead & Corresponding Author
Barry Mulholland, University of Akron
Email Address
hidden
Additional Authors
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Determinants of Retiree Subjective Well-being, an International Perspective
Wednesday, September 30, 2020 at 4:00 PM–5:00 PM PDT
Online
Lead & Corresponding Author
Tao Guo, William Paterson University
Email Address
hidden
Additional Authors
Yi Liu, Texas Tech University
Yuanshan Cheng, Winthrop University
Michael Finke, The American College of Financial Services
The Association of Post-Retirement Labor and Non-Retirement Risky Asset Allocation
Wednesday, September 30, 2020 at 4:00 PM–5:00 PM PDT
Online
Lead & Corresponding Author
Gary M. Curnutt, Texas Tech University
Email Address
hidden
Additional Authors
Qi Sun, Texas Tech University
The SECURE Act and your retirement objectives
Wednesday, September 30, 2020 at 4:00 PM–5:00 PM PDT
Online
Lead & Corresponding Author
James DiLellio, Pepperdine Graziadio Business School
Email Address
hidden
Additional Authors
Michael Kinsman, Pepperdine Graziadio School of Business and Capata CPAs
Comparative Advantage in the Household: Should One Person Specialize in a Household’s Financial Matters?
Wednesday, September 30, 2020 at 5:00 PM–6:00 PM PDT
Online
Lead & Corresponding Author
Blain Pearson, Texas Tech University
Email Address
hidden
Additional Authors
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Lead & Corresponding Author
David Blanchett, Morningstar Investment Management
Email Address
hidden
Additional Authors
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The Association of Working Conditions & Continued Post-Retirement Labor
Wednesday, September 30, 2020 at 5:00 PM–6:00 PM PDT
Online
Lead & Corresponding Author
Gary M. Curnutt, Texas Tech University
Email Address
hidden
Additional Authors
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Consistency of Financial Risk Aversion Estimates
Wednesday, September 30, 2020 at 6:00 PM–7:00 PM PDT
Online
Lead & Corresponding Author
Dr John Grable, University of Georgia
Email Address
hidden
Additional Authors
Eun Jin Kwak, University of Georgia
Momentum Returns of U.S. Equities. Diversification, Idiosyncratic Volatility, and Momentum Prediction of Industry Portfolio.
Wednesday, September 30, 2020 at 6:00 PM–7:00 PM PDT
Online
Lead & Corresponding Author
Phuvadon Wuthisatian, Hastings College
Email Address
hidden
Additional Authors
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Private Equity (PE) Performance around the World
Wednesday, September 30, 2020 at 6:00 PM–7:00 PM PDT
Online
Lead & Corresponding Author
Martin Hanby, Texas A&M University - Central Texas
Email Address
hidden
Additional Authors
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Debt Behavior and Financial Self-Efficacy: Differences Between Men and Women
Thursday, October 1, 2020 at 6:00 AM–7:00 AM PDT
Online
Lead & Corresponding Author
Olamide Olajide, Texas Tech University
Email Address
hidden
Additional Authors
Qi Sun, Texas Tech University
Sarah Asebedo, Ph.D., Texas Tech University
Natural Language Processing Application in Financial Planning – Case studies
Thursday, October 1, 2020 at 6:00 AM–7:00 AM PDT
Online
Lead & Corresponding Author
Yuanshan Cheng, Ph.D., Winthrop University
Email Address
hidden
Additional Authors
Philip Gibson, PhD, Winthrop University
Tao Guo, William Paterson University
Unexciting and Under Examined: Outperformance in Mid-cap Stock Returns
Thursday, October 1, 2020 at 6:00 AM–7:00 AM PDT
Online
Lead & Corresponding Author
Margarita Kaprielyan, Elon University
Email Address
hidden
Additional Authors
Benjamin Jansen, Middle Tennessee State University
Financial planning attitudes and intentions of the middleclass in Bangladesh.
Thursday, October 1, 2020 at 7:00 AM–8:00 AM PDT
Online
Lead & Corresponding Author
Arif H Mazumder, School of Business, Western Sydney University, Australia
Email Address
hidden
Additional Authors
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Gratitude, Money, and Generosity: When Naming Good Things Leads to Doing Good
Thursday, October 1, 2020 at 7:00 AM–8:00 AM PDT
Online
Lead & Corresponding Author
Yi Liu, Texas Tech University
Email Address
hidden
Additional Authors
Dr. Russell N James, III, JD., Ph.D., Texas Tech University
Sarah Asebedo, Ph.D., Texas Tech University
Too much month at the end of the money: The role of acute scarcity in financial goals
Thursday, October 1, 2020 at 7:00 AM–8:00 AM PDT
Online
Lead & Corresponding Author
Pan-Ju Chen, University of Georgia
Email Address
hidden
Additional Authors
Dee Warmath, University of Georgia
Mentorship Programs to Address the Underrepresentation of Women in Finance
Thursday, October 1, 2020 at 9:00 AM–10:15 AM PDT
Online
Lead & Corresponding Author
Jennifer Brodmann, California State University Dominguez Hills
Email Address
hidden
Additional Authors
Kirti Celly, California State University Dominguez Hills
Meghna Singhvi, California State University Dominguez Hills
Racial & Gender Preferences When Hiring A Financial Planner: An Experimental Design on Diversity in Financial Planning
Thursday, October 1, 2020 at 9:00 AM–10:15 AM PDT
Online
Lead & Corresponding Author
Miranda Reiter, Texas Tech University
Email Address
hidden
Additional Authors
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The Impact of Gender on Financial Goal Setting and Planning
Thursday, October 1, 2020 at 9:00 AM–10:15 AM PDT
Online
Lead & Corresponding Author
FAN LIU, Shippensburg University
Email Address
hidden
Additional Authors
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Challenges and Opportunities for Young People of Disruptive FinTech
Thursday, October 1, 2020 at 10:30 AM–11:45 AM PDT
Online
Lead & Corresponding Author
—
Additional Authors
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Fintech Influences on Financial Planning: A Global Perspective
Thursday, October 1, 2020 at 10:30 AM–11:45 AM PDT
Online
Lead & Corresponding Author
Dr. Cora Lynne Pettipas, CFP, FCSI, PhD, HSBC
Email Address
hidden
Additional Authors
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Robo financial advisers: risk, information, decision style and initial trust.
Thursday, October 1, 2020 at 10:30 AM–11:45 AM PDT
Online
Lead & Corresponding Author
Mustafa Nourallah, Mid Sweden University
Email Address
hidden
Additional Authors
Ho Ree Chan, Taylor's University
Muslim Amin, Taylor's University
Peter Öhman
Lead & Corresponding Author
William W Jennings, PhD CFA CGMA, USAF Academy
Email Address
hidden
Additional Authors
Brian C. Payne, University of Nebraska at Omaha
Market Volatility and the Value of Personalized Investment Solutions
Thursday, October 1, 2020 at 12:30 PM–1:45 PM PDT
Online
Lead & Corresponding Author
Dr. Zhikun Liu, Ph.D., CFP®, Empower Retiremnt™
Email Address
hidden
Additional Authors
David M. Blanchett, Ph.D., CFA, CFP®, Morningstar Investment Management LLC
Rational Agents in an Irrational World: The Effect of Fraud Shocks on Retirement Portfolio Success Rates
Thursday, October 1, 2020 at 12:30 PM–1:45 PM PDT
Online
Lead & Corresponding Author
Steven James Lee, The American College of Financial Services
Email Address
hidden
Additional Authors
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Panel: Structuring and Teaching the Capstone Course Virtually
Thursday, October 1, 2020 at 2:00 PM–3:00 PM PDT
Online
Lead & Corresponding Author
Shannon Mahoney, Dalton education
Email Address
hidden
Additional Authors
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A Dynamic Analysis of Life Insurance Ownership during the 2008 Financial Crisis
Thursday, October 1, 2020 at 3:00 PM–4:00 PM PDT
Online
Lead & Corresponding Author
Dr. Ning Wang, University of North Georgia
Email Address
hidden
Additional Authors
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Effect of Self-Discipline on Cash Value Life Insurance Ownership among Young Adults
Thursday, October 1, 2020 at 3:00 PM–4:00 PM PDT
Online
Lead & Corresponding Author
Abed Rabbani, University of Missouri
Email Address
hidden
Additional Authors
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Analyzing Retirement Savings of Households with Student Loans
Thursday, October 1, 2020 at 4:00 PM–5:00 PM PDT
Online
Lead & Corresponding Author
Brian Walsh, SoFi
Email Address
hidden
Additional Authors
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Lead & Corresponding Author
Adam Metzler, Wilfrid Laurier University
Email Address
hidden
Additional Authors
Yuhao Zhou
Chuck Grace, Ivey Business School
The Role of Financial Security in Life Satisfaction
Thursday, October 1, 2020 at 4:00 PM–5:00 PM PDT
Online
Lead & Corresponding Author
Jordan Bell, University of Georgia
Email Address
hidden
Additional Authors
Dee Warmath, University of Georgia
A Linear Algebra Model for the Development of Financial Plans
Thursday, October 1, 2020 at 5:00 PM–6:00 PM PDT
Online
Lead & Corresponding Author
David D. Hu, Charlesworth & Rugg
Email Address
hidden
Additional Authors
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Portfolio delegation and 401(k) plan participant responses to COVID-19
Thursday, October 1, 2020 at 5:00 PM–6:00 PM PDT
Online
Lead & Corresponding Author
David Blanchett, Morningstar Investment Management
Email Address
hidden
Additional Authors
Michael Finke
Jonathan Reuter
THE IMPACT OF MID-LATE CAREER HEALTH SHOCKS ON RETIREMENT WEALTH
Thursday, October 1, 2020 at 5:00 PM–6:00 PM PDT
Online
Lead & Corresponding Author
Chia-Li Chien, PhD, CFP, PMP, Value Growth Institute and California Lutheran University
Email Address
hidden
Additional Authors
Kimberly Turner, PhD, CFP®,MSFS, AEP®, ChFC®, CLU®,CRPS®, CAP®, Prosperity Doctors LLC
Financially FMC for the Long-Term? A Strategic Look at Military Retirement
Thursday, October 1, 2020 at 6:00 PM–7:00 PM PDT
Online
Lead & Corresponding Author
Brian C. Payne, University of Nebraska at Omaha
Email Address
hidden
Additional Authors
Jeff S. Bredthauer, University of Nebraska at Omaha
William W Jennings, PhD CFA CGMA, USAF Academy
Thomas C O'Malley, Jr, PhD, USAF Academy Department of Management
Improving Collegiate Financial Literacy via Financial Education Seminars
Thursday, October 1, 2020 at 6:00 PM–7:00 PM PDT
Online
Lead & Corresponding Author
Thomas I Smythe, Florida Gulf Coast University
Email Address
hidden
Additional Authors
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Motivating households to save for college education: How valuable is financial advice?
Thursday, October 1, 2020 at 6:00 PM–7:00 PM PDT
Online
Lead & Corresponding Author
THOMAS KORANKYE, MS, CFP®, Texas Tech University and Kumasi Technical University, Ghana
Email Address
hidden
Additional Authors
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