Conference 2018

A - Session Title: Investments

Tuesday, October 2, 2018 at 8:00 AM–8:50 AM CDT

1 Acapulco

Lead & Corresponding Author

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Additional Authors

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A1a - Do Equal-Weighted Index Funds Outperform Market Cap-Weighted Index Funds?

Tuesday, October 2, 2018 at 8:00 AM–8:50 AM CDT

1 Acapulco

Lead & Corresponding Author

S. Gowri Shankar, Ph.D, CFA, University of Washington Bothell

Additional Authors

James M. Miller, Ph.D., University of Washington Bothell

A1b - Risk and Reward of Fractionally-Leveraged ETFs in a Stock/Bond Portfolio

Tuesday, October 2, 2018 at 8:00 AM–8:50 AM CDT

1 Acapulco

Lead & Corresponding Author

James DiLellio, PhD, Pepperdine University

Additional Authors

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A2a - How to Position a Retirement Investor’s Bond Portfolio in a Rising/Inverting Rate Environment (Work in progress)

Tuesday, October 2, 2018 at 8:00 AM–8:50 AM CDT

2 Hong Kong

Lead & Corresponding Author

Robert Dubil, University of Utah

Additional Authors

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A2b - Post-Earnings-Announcement Drift: The Role of Investment Surprises

Tuesday, October 2, 2018 at 8:00 AM–8:50 AM CDT

2 Hong Kong

Lead & Corresponding Author

Aaron Lin, Western Connecticut State University

Additional Authors

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A3a - Access to Finance for SMEs: Which Firms are Discouraged?

Tuesday, October 2, 2018 at 8:00 AM–8:50 AM CDT

3 Toronto

Lead & Corresponding Author

Andreas Dietrich, Lucerne University of Applied Sciences

Additional Authors

Reto Wernli

A3b - Diversity and Firm Performance

Tuesday, October 2, 2018 at 8:00 AM–8:50 AM CDT

3 Toronto

Lead & Corresponding Author

Makeen Huda, University of New Orleans

Additional Authors

Jennifer Brodmann, University of New Orleans

Dr. M. Kabir Hassan, University of New Orleans

B - Session Title: Risk Assessment

Tuesday, October 2, 2018 at 9:00 AM–9:50 AM CDT

1 Acapulco

Lead & Corresponding Author

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Additional Authors

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B1a - Measuring Relative Risk Tolerance: A Cautionary Tale

Tuesday, October 2, 2018 at 9:00 AM–9:50 AM CDT

1 Acapulco

Lead & Corresponding Author

John Grable, University of Georgia

Additional Authors

Narang Park, University of Georgia

B1b - Profile to Portfolio - Where is the Missing Link?

Tuesday, October 2, 2018 at 9:00 AM–9:50 AM CDT

1 Acapulco

Lead & Corresponding Author

Mr. Shawn Brayman, PlanPlus Global Inc.

Additional Authors

Ms Kira Elan Brayman, PlanPlus Inc.

Mrs Nicki Potts, PlanPlus Global

B2a - Perceived versus Actual Investor Sophistication; A Behavioral Study

Tuesday, October 2, 2018 at 9:00 AM–9:50 AM CDT

2 Hong Kong

Lead & Corresponding Author

Dr. Stuart Michelson, Stetson University

Additional Authors

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B2b - Do As I Tell You, Not As I Do

Tuesday, October 2, 2018 at 9:00 AM–9:50 AM CDT

2 Hong Kong

Lead & Corresponding Author

Inga Chira, California State University-Northridge

Additional Authors

Kristine Beck, California State University Northridge

Negin Azamian, California State University Northridge

Hsinhui Chiu, Ph.D., California State University Northridge

B3a - Do the Product Markets Matter? The Case of Innovation

Tuesday, October 2, 2018 at 9:00 AM–9:50 AM CDT

3 Toronto

Lead & Corresponding Author

Lai Van Vo, Western Connecticut State University

Additional Authors

Huong T.T. Le, Northeastern Illinois University

Danh Vinh Le, Ton Duc Thang University

B3b - Trust and Financial Inclusion

Tuesday, October 2, 2018 at 9:00 AM–9:50 AM CDT

3 Toronto

Lead & Corresponding Author

Xiaoyan Xu, 1975

Additional Authors

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C - Session Title: Risk Preference-Nature or Nurture

Tuesday, October 2, 2018 at 10:30 AM–11:20 AM CDT

1 Acapulco

Lead & Corresponding Author

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Additional Authors

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C1a - The Effect of Behavior Problems on Unsecured Debt Use

Tuesday, October 2, 2018 at 10:30 AM–11:20 AM CDT

1 Acapulco

Lead & Corresponding Author

Anca Traian, Ph.D, East Tennessee State University

Additional Authors

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C1b - The Effect of Genetics on Risk Preferences and Household Financial Decisions

Tuesday, October 2, 2018 at 10:30 AM–11:20 AM CDT

1 Acapulco

Lead & Corresponding Author

Vickie Bajtelsmit, Colorado State University

Additional Authors

Lisa Posey, Ph.D., Pennsylvania State University

C2a - More than 12b-1 Fees: The Impact of Method of Sales on Return Salience Through Brokerage Channel

Tuesday, October 2, 2018 at 10:30 AM–11:20 AM CDT

2 Hong Kong

Lead & Corresponding Author

Philip Gibson, PhD, Winthrop University

Additional Authors

Yuanshan Cheng, Ph.D., Winthrop University

Tao Guo, William Paterson University

C2b - Relative Performance of Real Estate Exchange Traded Funds

Tuesday, October 2, 2018 at 10:30 AM–11:20 AM CDT

2 Hong Kong

Lead & Corresponding Author

Robert McLeod, University of Alabama

Additional Authors

Dr. Srinidhi Kanuri, Ph.D., University of Southern Mississippi

C3a - Financial Literacy and Aging

Tuesday, October 2, 2018 at 10:30 AM–11:20 AM CDT

3 Toronto

Lead & Corresponding Author

Muna Alabed, Texas Tech University

Additional Authors

Muna Alabed, MA., Texas Tech University

Dr. Charlene Marie Kalenkoski, Ph.D., Texas Tech University

C3b - What Are the Determinants of Purchasing Long-Term-Care Insurance by Older Americans?

Tuesday, October 2, 2018 at 10:30 AM–11:20 AM CDT

3 Toronto

Lead & Corresponding Author

Hossein Salehi, Texas Tech University

Additional Authors

Charlene Kalenkoski, Ph.D., CFP(R) , Texas Tech University

D - Session Title: ETFs

Tuesday, October 2, 2018 at 11:30 AM–12:20 PM CDT

1 Acapulco

Lead & Corresponding Author

—

Additional Authors

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D1a - What Matters in ETF Selection?

Tuesday, October 2, 2018 at 11:30 AM–12:20 PM CDT

1 Acapulco

Lead & Corresponding Author

David Nanigian, Ph.D., CFP(R), The Mihaylo College of Business and Economics at California State University, Fullerton

Additional Authors

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D1b - Why Do People Invest in Overpriced ETFs, Can Behavioral Nudges Help? Results from a Nationally Representative Experiment

Tuesday, October 2, 2018 at 11:30 AM–12:20 PM CDT

1 Acapulco

Lead & Corresponding Author

Ray Sin, Morningstar, Inc

Additional Authors

Ryan O. Murphy, Morningstar, Inc

Angela Fontes, PhD, NORC

Mark Lush, NORC

D2a - Confidence, Overconfidence and Investor Decisions: Are You Your Own Worst Enemy?

Tuesday, October 2, 2018 at 11:30 AM–12:20 PM CDT

2 Hong Kong

Lead & Corresponding Author

Colleen Tokar Asaad, PhD, Baldwin Wallace University

Additional Authors

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D2b - Peer Effects, Personal Characteristics and Asset Allocation

Tuesday, October 2, 2018 at 11:30 AM–12:20 PM CDT

2 Hong Kong

Lead & Corresponding Author

Dr Jasmine Fang, PhD, Massey University

Additional Authors

Dr Annie Zhang, PhD, KPMG New Zealand

Prof Ben Jacobsen, PhD, TIAS School for Business and Society

Prof Ben Marshall, PhD, Massey University

D3a - Disability Type, Financial Capability, and Risky Asset Holding

Tuesday, October 2, 2018 at 11:30 AM–12:20 PM CDT

3 Toronto

Lead & Corresponding Author

JingJian Xiao, University of Rhode Island

Additional Authors

Barbara O'Neill, Rutgers University

D3b - The Affordable Care Act (Obamacare): Did it Really Accomplish What it Intended?

Tuesday, October 2, 2018 at 11:30 AM–12:20 PM CDT

3 Toronto

Lead & Corresponding Author

Lance Lance Hocutt, B.S., M.S., Lance Hocutt Financial Group

Additional Authors

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E - Session Title: End-of-Life Issues

Tuesday, October 2, 2018 at 2:30 PM–3:20 PM CDT

1 Acapulco

Lead & Corresponding Author

—

Additional Authors

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E1a - Risky Retirement: The Impact of Retirement on Physical Health

Tuesday, October 2, 2018 at 2:30 PM–3:20 PM CDT

1 Acapulco

Lead & Corresponding Author

Christopher Edwin Crouch, Texas Tech University

Additional Authors

Charlene Kalenkoski, PhD, Texas Tech University

E1b - The Importance of Planning Horizon in End-of-Life Financial and Health Planning

Tuesday, October 2, 2018 at 2:30 PM–3:20 PM CDT

1 Acapulco

Lead & Corresponding Author

Reem Hussein, Texas Tech University

Additional Authors

Dr. Russell N James, III, JD., Ph.D., Texas Tech University

E2a - Testing a Pecking Order Model of Household Capital Structure

Tuesday, October 2, 2018 at 2:30 PM–3:20 PM CDT

2 Hong Kong

Lead & Corresponding Author

David Allen Ammerman, West Texas A&M University

Additional Authors

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E2b - Two-Factor Risk Preference and Credit Card Risk

Tuesday, October 2, 2018 at 2:30 PM–3:20 PM CDT

2 Hong Kong

Lead & Corresponding Author

Patrick Payne, Western Carolina University

Additional Authors

Sarah Asebedo, Ph.D., Texas Tech University

E3a - Can Behavioral Nudges Help Overcome Thinking Blind-Spots on Investment Goals?: Results from Two Studies

Tuesday, October 2, 2018 at 2:30 PM–3:20 PM CDT

3 Toronto

Lead & Corresponding Author

Ray Sin, Morningstar

Additional Authors

Ryan O. Murphy, Morningstar

Samantha Lamas

Susan Sullivan, Morningstar

E3b - Variance in Client’s EEG Responses When Using Different Communication Methods: Ways to Ask Questions to Obtain More Accurate Answers

Tuesday, October 2, 2018 at 2:30 PM–3:20 PM CDT

3 Toronto

Lead & Corresponding Author

Wookjae Heo, Ph.D., South Dakota State University

Additional Authors

Anne-Marie Junker, MS, South Dakota State University

Youngdeok Lee, South Dakota State University

F - Session Title: Estate Planning

Tuesday, October 2, 2018 at 3:30 PM–4:20 PM CDT

1 Acapulco

Lead & Corresponding Author

—

Additional Authors

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F1a - Charitable Estate Planning Among Donors to Different Types of Charities

Tuesday, October 2, 2018 at 3:30 PM–4:20 PM CDT

1 Acapulco

Lead & Corresponding Author

Jennifer Lehman, J.D., CFP(r)

Additional Authors

Dr. Russell N James, III, JD., Ph.D., Texas Tech University

F1b - Finding the Next Major Donor: The Relationship between Financial Planning Horizon and Charitable Giving

Tuesday, October 2, 2018 at 3:30 PM–4:20 PM CDT

1 Acapulco

Lead & Corresponding Author

Zhikun Liu, Texas Tech University

Additional Authors

Dr. Russell N James, III, JD., Ph.D., Texas Tech University

F2a - Constructing Tax Efficient Withdrawal Strategies for Retirees with Traditional 401(k)/IRAs, Roth 401(k)/IRAs, and Taxable Accounts

Tuesday, October 2, 2018 at 3:30 PM–4:20 PM CDT

2 Hong Kong

Lead & Corresponding Author

James DiLellio, PhD, Pepperdine University

Additional Authors

Daniel Ostrov, PhD, Santa Clara University

F2b - Practical Strategies to Enhance Retirement Success Rates in the United States (Base Model)

Tuesday, October 2, 2018 at 3:30 PM–4:20 PM CDT

2 Hong Kong

Lead & Corresponding Author

Chia-Li Chien, PhD candidate, CFP®, PMP®, Value Growth Institute

Additional Authors

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F3a - The Role of Materialism in Perceiving Financial Stress

Tuesday, October 2, 2018 at 3:30 PM–4:20 PM CDT

3 Toronto

Lead & Corresponding Author

Narang Park, University of Georgia

Additional Authors

Dr John Grable, University of Georgia

F3b - The Effect of Alimony on Savings Behavior

Tuesday, October 2, 2018 at 3:30 PM–4:20 PM CDT

3 Toronto

Lead & Corresponding Author

Mr. Michael Kothakota, MS, CFP(R), Kansas State University

Additional Authors

Stuart J Heckman, Ph.D., CFP®, Kansas State University

P100 - Poster Session

Tuesday, October 2, 2018 at 4:30 PM–6:00 PM CDT

4 Regency D

Lead & Corresponding Author

—

Additional Authors

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P101 - A Comparison of Credit Unions and Subchapter S Banks: Who Shares Higher Tax Benefits with Customers?

Tuesday, October 2, 2018 at 4:30 PM–6:00 PM CDT

4 Regency D

Lead & Corresponding Author

Ajeet Jain, Alabama A & M University

Additional Authors

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P102 - Access to Financial Education in High School and Its Effect on an Individual’s Preferences towards Debt at the Time of a Home Purchase.

Tuesday, October 2, 2018 at 4:30 PM–6:00 PM CDT

4 Regency D

Lead & Corresponding Author

Leobardo Diosdado, Texas Tech University

Additional Authors

Charlene Kalenkoski, PhD, Texas Tech University

P103 - Customer Satisfaction and Investment Portfolios

Tuesday, October 2, 2018 at 4:30 PM–6:00 PM CDT

4 Regency D

Lead & Corresponding Author

Kristine Beck, California State University Northridge

Additional Authors

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P104 - Do Sources of Financial Education Affect Financial Knowledge and Financial Confidence?

Tuesday, October 2, 2018 at 4:30 PM–6:00 PM CDT

4 Regency D

Lead & Corresponding Author

Lu Fan, University of Missouri - Columbia

Additional Authors

Lini Zhang, Ohio State University

P105 - Financial Advice and Futures Investor Trading: Does Advisor Big Five Personality Matter?

Tuesday, October 2, 2018 at 4:30 PM–6:00 PM CDT

4 Regency D

Lead & Corresponding Author

Prof. Muhammad Zubair Tauni, PhD (Finance), Zhejiang Gongshang Univeristy

Additional Authors

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P106 - How Intention and the Antecedent Effect Investment Decision

Tuesday, October 2, 2018 at 4:30 PM–6:00 PM CDT

4 Regency D

Lead & Corresponding Author

Kemal Budi Mulyono, M.Pd, Universitas Negeri Semarang

Additional Authors

Kemal Budi Mulyono, M.Pd

ita nuryana, M.Pd, Universitas Negeri Semarang

P107 - The Association between Expectations of Public Transfers and Individual Consumption Decisions: Findings from a Panel Study

Tuesday, October 2, 2018 at 4:30 PM–6:00 PM CDT

4 Regency D

Lead & Corresponding Author

Dr. Swarn Chatterjee, PhD, University of Georgia

Additional Authors

Young Joo Choung, University of Georgia

P108 - Professional Judgement or Just Another Opinion?

Tuesday, October 2, 2018 at 4:30 PM–6:00 PM CDT

4 Regency D

Lead & Corresponding Author

Shawn Brayman, PlanPlus Global Inc.

Additional Authors

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P109 - Risk Tolerance Profile of Cash Value Life Insurance Owners

Tuesday, October 2, 2018 at 4:30 PM–6:00 PM CDT

4 Regency D

Lead & Corresponding Author

Zheying Yao, University of Missouri

Additional Authors

Abed Rabbani, University of Missouri

Dalisha Herring, University of Missouri

P110 - Signaling Effect of Socially Conscious Mandate of Mutual Funds

Tuesday, October 2, 2018 at 4:30 PM–6:00 PM CDT

4 Regency D

Lead & Corresponding Author

Aman Sunder, College for Financial Planning

Additional Authors

Ms. Jennifer N Coombs, CRPC, College for Financial Planning

Ms. Dakota Moran, College for Financial Planning

Dr. Nandita Das, PhD, Delaware State University

Dr. Bernadette Ruf, Ph.D., Delaware State University

P111 - The Effects of Tax Incentives on Educational, Religious, and Political Charitable Giving

Tuesday, October 2, 2018 at 4:30 PM–6:00 PM CDT

4 Regency D

Lead & Corresponding Author

Dava Dorjsuren, Texas Tech University

Additional Authors

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P112 - The Impact of Mortality Salience on Asset Decumulation Decision

Tuesday, October 2, 2018 at 4:30 PM–6:00 PM CDT

4 Regency D

Lead & Corresponding Author

Yi Liu, Texas Tech University

Additional Authors

Dr. Russell N James, III, JD., Ph.D., Texas Tech University

P113 - Time Will Tell: Determinants and Significance of Financial Planning Horizon Changes

Tuesday, October 2, 2018 at 4:30 PM–6:00 PM CDT

4 Regency D

Lead & Corresponding Author

Zhikun Liu, Texas Tech University

Additional Authors

Dr. Russell N James, III, JD., Ph.D., Texas Tech University

P114 - What Happens with Sustainable Development Actions in Developing Countries of Non-industrial Sectors?

Tuesday, October 2, 2018 at 4:30 PM–6:00 PM CDT

4 Regency D

Lead & Corresponding Author

Edmundo Lizarzaburu, Universidad ESAN

Additional Authors

Mr Jesus del Brio, PhD., Universidad de Oviedo

G1a - Age Differences in Risk Tolerance and Risk Domains

Wednesday, October 3, 2018 at 10:45 AM–11:45 AM CDT

Michigan 1A

Lead & Corresponding Author

Muna Alabed, Texas Tech University

Additional Authors

Dr. Charlene Marie Kalenkoski, Ph.D., Texas Tech University

G1b - Financial Self-Assessment and Households’ Well-Being in an Emerging Market

Wednesday, October 3, 2018 at 10:45 AM–11:45 AM CDT

Michigan 1A

Lead & Corresponding Author

Halil Kiymaz, Rollins College

Additional Authors

Belma Ozturkkal, Kadir Has University

G2a - Cost Efficiencies in the Management of Commodity Mutual Funds

Wednesday, October 3, 2018 at 10:45 AM–11:45 AM CDT

Michigan 1B

Lead & Corresponding Author

Tim Mooney, Thomas Jefferson University

Additional Authors

Dr. D K Malhotra, Philadelphia University

Raymond Poteau, Thomas Jefferson University

G2b - The Willingness of Allocating Funds to Longevity Income: A Comparison by Age.

Wednesday, October 3, 2018 at 10:45 AM–11:45 AM CDT

Michigan 1B

Lead & Corresponding Author

Zunaira Khalid, M.Sc., Texas Tech University

Additional Authors

Michael A Guillemette, Ph.D., Texas Tech University

Dr. Chris Browning, Ph.D., Texas Tech University

G3a - Are ‘Adult’ Sources of Windfalls Destined to be Spent ‘Responsibly’? (And Are Other Windfalls Spent Hedonistically?)

Wednesday, October 3, 2018 at 10:45 AM–11:45 AM CDT

Michigan 1C

Lead & Corresponding Author

Eugene Bland, Ph.D.. CFA, CTP, Texas A&M University - Corpus Christi

Additional Authors

Valrie Chambers, PhD, Stetson University

G3b - Gender Bias and the Selection of a Financial Advisor

Wednesday, October 3, 2018 at 10:45 AM–11:45 AM CDT

Michigan 1C

Lead & Corresponding Author

matthew sommer, Kansas State University

Additional Authors

HanNa Lim, PhD

Maurice MacDonald, PhD, Kansas State University

G4a - Does Accessibility to Financial Advisers Matter to Household Financial Security? A Spatial Mapping Analysis

Wednesday, October 3, 2018 at 10:45 AM–11:45 AM CDT

Michigan 3

Lead & Corresponding Author

Dr. Angela C. Lyons, University of Illinois at Urbana-Champaign

Additional Authors

Dr. Andrew Greenlee, University of Illinois at Urbana-Champaign

Dr John Grable, University of Georgia

G4b - Social Isolation in Retirement and the Role of Financial Advisors

Wednesday, October 3, 2018 at 10:45 AM–11:45 AM CDT

Michigan 3

Lead & Corresponding Author

Yuanshan Cheng, Ph.D., Winthrop University

Additional Authors

Philip Gibson, Winthrop University

Tao Guo, William Paterson University

H1a - Perceptions of Career-Preparedness among Financial Planning and Finance Students

Wednesday, October 3, 2018 at 1:30 PM–2:30 PM CDT

Michigan 1A

Lead & Corresponding Author

Laura Mattia, University of South Florida

Additional Authors

Dr. Nandita Das, PhD, Delaware State University

Janine K. Scott, PhD, Shepherd University

H1b - Student Loans and Financial Satisfaction: The Moderating Role of Financial Education

Wednesday, October 3, 2018 at 1:30 PM–2:30 PM CDT

Michigan 1A

Lead & Corresponding Author

Kyoung Tae Kim, The University of Alabama

Additional Authors

Jae Min Lee, PhD, Minnesota State University, Mankato

Jonghee Lee, PhD, Keimyung University (South Korea)

H2a - An Examination of the Influence of Robo-Advisers, Online Financial Services, and Other Information Sources on Investment Styles

Wednesday, October 3, 2018 at 1:30 PM–2:30 PM CDT

Michigan 1B

Lead & Corresponding Author

Lu Fan, University of Missouri - Columbia

Additional Authors

Dr. Swarn Chatterjee, PhD, University of Georgia

H2b - Do Women Trust Financial Advisors?

Wednesday, October 3, 2018 at 1:30 PM–2:30 PM CDT

Michigan 1B

Lead & Corresponding Author

Dr. Cagla Yildirim, New Mexico State University

Additional Authors

Charlene Kalenkoski, PhD, Texas Tech University

H3a - A Place for Mom: Correlation Between Mandatory Reporting and Older Americans’ Participation in Financial Markets

Wednesday, October 3, 2018 at 1:30 PM–2:30 PM CDT

Michigan 1C

Lead & Corresponding Author

Benjamin Steele Campbell

Additional Authors

Charlene Kalenkoski, PhD, Texas Tech University

Mitzi K. Lauderdale, J.D.

H3b - Predicting REIT Factor Loadings and Structural Alphas from Capital Market Assumptions

Wednesday, October 3, 2018 at 1:30 PM–2:30 PM CDT

Michigan 1C

Lead & Corresponding Author

Brian C. Payne, University of Colorado-Colorado Springs

Additional Authors

William W Jennings, PhD CFA CGMA, USAF Academy

H4a - The Effect of Financial Literacy on Homeowners and Renters Having a Heavy Financial Obligations Burden

Wednesday, October 3, 2018 at 1:30 PM–2:30 PM CDT

Michigan 3

Lead & Corresponding Author

Ms Congrong Ouyang, BS, Ohio State University

Additional Authors

Sherman D Hanna, PhD, Ohio State University

H4b - The Relationship Between Well-Being and Financial Self-Efficacy for Older Adults

Wednesday, October 3, 2018 at 1:30 PM–2:30 PM CDT

Michigan 3

Lead & Corresponding Author

Sarah Asebedo, Ph.D., Texas Tech University

Additional Authors

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I1a - Age Related Differences in Financial Satisfaction

Wednesday, October 3, 2018 at 3:00 PM–4:00 PM CDT

Michigan 1A

Lead & Corresponding Author

Muna Alabed, Texas Tech University

Additional Authors

Charlene Kalenkoski, PhD, Texas Tech University

I1b - Exploring the Effect of Financial Literacy on Financial Risk Tolerance: Evidence from the 2016 Survey of Consumer Finances

Wednesday, October 3, 2018 at 3:00 PM–4:00 PM CDT

Michigan 1A

Lead & Corresponding Author

Kyoung Tae Kim, The University of Alabama

Additional Authors

Sherman D Hanna, PhD, Ohio State University

I2a - Understanding a Client’s Impulse to Help Others: How Self Efficacy Relates to Giving Money and Time Away

Wednesday, October 3, 2018 at 3:00 PM–4:00 PM CDT

Michigan 1B

Lead & Corresponding Author

Shane Enete, Biola University and Kansas State Univeristy

Additional Authors

Stuart J Heckman, Ph.D., CFP®, Kansas State University

I2b - Financial Knowledge and Financial Confidence as Mediators Between Gender and Positive Financial Behaviors

Wednesday, October 3, 2018 at 3:00 PM–4:00 PM CDT

Michigan 1B

Lead & Corresponding Author

Somer G. Anderson, CPA, M.Acc., Maryville University

Additional Authors

Camila Haselwood, Kansas State Univeristy

Martin Seay, Ph.D., CFP®, Kansas State University

I3a - The Sustainable Growth Rate, DuPont Analysis, and the Cross-Section of Returns

Wednesday, October 3, 2018 at 3:00 PM–4:00 PM CDT

Michigan 1C

Lead & Corresponding Author

Dr. Yuntaek Pae, Ph.D., Central Washington University

Additional Authors

Omid Sabbaghi, University of Detroit Mercy

Navid Sabbaghi, PhD, St. Mary College

I3b - Vulnerable to What?: A Measurement Model for Predicting Vulnerability to Financial Hardship

Wednesday, October 3, 2018 at 3:00 PM–4:00 PM CDT

Michigan 1C

Lead & Corresponding Author

Dr. Dee Warmath, Ph.D., University of Wisconsin-Madison

Additional Authors

Genevieve Elizabeth O'Connor, Ph.D., Fordham University

Casey E. Newmeyer, Ph.D., Case Western Reserve University

Nancy Wong, Ph.D, University of Wisconsin, Madison

I4a - Issues with the Transition Mechanism in the Actuarial Approach to Retirement Spending

Wednesday, October 3, 2018 at 3:00 PM–4:00 PM CDT

Michigan 3

Lead & Corresponding Author

Ken Johnston, Berry C

Additional Authors

Thomas Carnes, Berry College

Arman Kosedag, Berry College

John Hatem, Georgia Southern University

J1a - Association among Financial Risk Tolerance and the Personality Traits of Sensation-seeking, Locus of Control for Pre-retiree Baby Boomers

Wednesday, October 3, 2018 at 4:30 PM–5:30 PM CDT

Michigan 1A

Lead & Corresponding Author

Abed Rabbani, University of Missouri

Additional Authors

Zheying Yao, University of Missouri

John E. Grable, University of Georgia

J1b - Great Expectations and a Tale of Two Confounders: The Impact of Joint Decision-Making and Gender on Investor Overconfidence

Wednesday, October 3, 2018 at 4:30 PM–5:30 PM CDT

Michigan 1A

Lead & Corresponding Author

Dominik Manuel Piehlmaier, University of Wisconsin - Madison

Additional Authors

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J2a - Household Collective Decision-Making and Consumer Debt

Wednesday, October 3, 2018 at 4:30 PM–5:30 PM CDT

Michigan 1B

Lead & Corresponding Author

David Allen Ammerman, West Texas A&M University

Additional Authors

Maurice MacDonald, PhD, Kansas State University

J2b - The Effect of Myopic Behavior on Stock Market Risk Perception

Wednesday, October 3, 2018 at 4:30 PM–5:30 PM CDT

Michigan 1B

Lead & Corresponding Author

Yi Liu, Texas Tech University

Additional Authors

Michael A Guillemette, Ph.D., Texas Tech University

J3a - The Determinants of Objective and Subjective Emergency Fund Adequacy

Wednesday, October 3, 2018 at 4:30 PM–5:30 PM CDT

Michigan 1C