296
Views
6
CrossRef citations to date
0
Altmetric
Articles

Single women and stock investment in individual retirement accounts

References

  • Agnew, J., Balduzzi, P., & Sunden, A. (2003). Portfolio choice and trading in a large 401 (k) plan. American Economic Review, 93(1), 193–215. doi:10.1257/000282803321455223
  • Anderson, A. (2013). Trading and under-diversification. Review of Finance, 17(5), 1699–1741. doi:10.1093/rof/rfs044
  • Beracha, E., Skiba, A., & Johnson, K. H. (2017a). A revision of the American Dream of Homeownership. Journal of Housing Research, 26(1), 1–25.
  • Beracha, E., Skiba, A., & Johnson, K. H. (2017b). Housing ownership decision making in the framework of household portfolio choice. Journal of Real Estate Research: 2017, 39(2), 263–287.
  • Bernasek, A., & Shwiff, S. (2001). Gender, risk, and retirement. Journal of Economic Issues, 35(2), 345–356. doi:10.1080/00213624.2001.11506368
  • Bertocchi, G., Brunetti, M., & Torricelli, C. (2011). Marriage and other risky assets: A portfolio approach. Journal of Banking & Finance, 35(11), 2902–2915. doi:10.1016/j.jbankfin.2011.03.019
  • Bodie, Z., & Crane, D. B. (1997). Personal investing: Advice, theory, and evidence. Financial Analysts Journal, 53(6), 13–23. doi:10.2469/faj.v53.n6.2126
  • Boston Consulting group. (2010). Leveling the playing field. Upgrading the wealth management experience for women. Retrieved from https://www.bcg.com/documents/file56704.pdf
  • Clark, R. L., d’Ambrosio, M. B., McDermed, A. A., & Sawant, K. (2006). Retirement plans and saving decisions: The role of information and education. Journal of Pension Economics & Finance, 5(1), 45–67. doi:10.1017/S1474747205002271
  • Cocco, J. F. (2005). Portfolio choice in the presence of housing. Review of Financial Studies, 18(2), 535–567. doi:10.1093/rfs/hhi006
  • Cooper, R., & Zhu, G. (2013). Household finance: Education, permanent income and portfolio choice. National Bureau of Economic Research. Retrieved from http://www.nber.org/papers/w19455
  • Dalton, J. F., & Dalton, M. A. (2017). Retirement planning and employment benefits. Metairie, LA: Money Education.
  • Employee Benefit Research Institute. (2017). 2017 retirement confidence survey. Retrieved from https://www.ebri.org/pdf/surveys/rcs/2017/RCS_17.FS-4_Age.Final.pdf
  • Family Wealth Advisors Council. (2012). Why does the financial services industry still not hear them? Retrieved from http://familywealthadvisorscouncil.com/wp-content/uploads/FWAC-WomenOfWealth-2012.pdf
  • Fernandes, D., Lynch, J. G., Jr, & Netemeyer, R. G. (2014). Financial literacy, financial education, and downstream financial behaviors. Management Science, 60(8), 1861–1883. doi:10.1287/mnsc.2013.1849
  • Flavin, M., & Yamashita, T. (2011). Owner-occupied housing: Life-cycle implications for the household portfolio. American Economic Review, 101(3), 609–614. doi:10.1257/aer.101.3.609
  • Georgarakos, D., & Inderst, R. (2014). Financial advice and stock market participation. Retrieved from https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1641302
  • Gutter, M. S., Fox, J. J., & Montalto, C. P. (1999). Racial differences in investor decision making. Financial Services Review, 8(3), 149–162.
  • Gutter, M. S., & Fontes, A. (2006). Racial differences in risky asset ownership: A two-stage model of the investment decision-making process. Journal of Financial Counseling & Planning, 17(2), 64–78.
  • Hanna, S. D., Wang, C., & Yuh, Y. (2010). Racial/ethnic differences in high return investment ownership: A decomposition analysis. Journal of Financial Counseling and Planning Volume, 21(2), 45.
  • Heo, W., Grable, J. E., & O’Neill, B. (2017). Wealth accumulation inequality: Does investment risk tolerance and equity ownership drive wealth accumulation? Social Indicators Research, 133(1), 209–225. doi:10.1007/s11205-016-1359-5
  • Kopanidis, F. Z., Robinson, L. J., & Reid, M. (2017). To stay or to go? Postretirement housing choices of single Baby Boomer women. Journal of Women & Aging, 29(5), 417–427. doi:10.1080/08952841.2016.1213109
  • Kramer, M. M. (2012). Financial advice and individual investor portfolio performance. Financial Management, 41(2), 395–428. doi:10.1111/fima.2012.41.issue-2
  • Laakso, E. (2010). Stock market participation and household characteristics in Europe. Retrieved from http://urn.fi/URN:NBN:fi:aalto-201111181429
  • Lai, C. W. (2006). Determinants of portfolio efficiency losses in US self-directed pension accounts. Journal of Family and Economic Issues, 27(4), 601–625. doi:10.1007/s10834–006-9033-8
  • Lee, W. M. (2003). Women and retirement planning: Towards the “feminization of poverty” in an aging Hong Kong. Journal of Women & Aging, 15(1), 31–53. doi:10.1300/J074v15n01_04
  • Lusardi, A., & Mitchell, O. S. (2011). Financial literacy and planning: Implications for retirement wellbeing (No. w17078). National Bureau of Economic Research.
  • Lusardi, A., & Mitchell, O. S. (2017). How ordinary consumers make complex economic decisions: Financial literacy and retirement readiness. Quarterly Journal of Finance, 7(03), 1750008. doi:10.1142/S2010139217500082
  • Murendo, C., & Mutsonziwa, K. (2017). Financial literacy and savings decisions by adult financial consumers in Zimbabwe. International Journal of Consumer Studies, 41(1), 95–103. doi:10.1111/ijcs.2017.41.issue-1
  • Palme, M., Sundén, A. E., & Söderlind, P. (2013). Investment choice in the Swedish premium pension plan. Retrieved from https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1148968
  • Peress, J. (2004). Wealth, information acquisition, and portfolio choice. Review of Financial Studies, 17(3), 879–914. doi:10.1093/rfs/hhg056
  • Pew Research Center. (2011). Wealth gaps rise to record highs between whites, blacks and hispanics. Retrieved from http://sociol321l-sp12.wikispaces.umb.edu/file/view/Pew+Wealth+Gaps+Rise+to+Records+Highs+Between+Whites,+Blacks,+and+Hispanics.pdf/303119120/Pew%20Wealth%20Gaps%20Rise%20to%20Records%20Highs%20Between%20Whites,%20Blacks,%20and%20Hispanics.pdf
  • Rickman, B., Parker, C., & Terry, R. (2002). Gender based differences in asset allocations: Evidence from Kansas board of regents faculty. Journal of Financial and Economic Practice, 1(2), 1–12.
  • Sunden, A. E., & Surette, B. J. (1998). Gender differences in the allocation of assets in retirement savings plans. The American Economic Review, 88(2), 207–211.
  • Uccello, C. E. (2001). 401 (k) investment decisions and social security reform. North American Actuarial Journal, 5(1), 70–79. doi:10.1080/10920277.2001.10595954
  • Van Rooij, M. C., Lusardi, A., & Alessie, R. J. (2012). Financial literacy, retirement planning and household wealth. The Economic Journal, 122(560), 449–478. doi:10.1111/j.1468-0297.2012.02501.x
  • Vestman, R. (2012). Limited stock market participation among renters and home owners (Finance Meeting EUROFIDAI-AFFI Paper). Paris. Retrieved December, 2012, from https://ssrn.com/abstract=2082376
  • Yang, T. Y., & DeVaney, S. A. (2012). Determinants of retirement assets and the amount in stock in retirement assets. Family and Consumer Sciences Research Journal, 41, 36–55. doi:10.1111/j.1552-3934.2012.02127.x
  • Yao, R., & Lei, S. (2016). Prior investment outcomes and stock investment in defined contribution plans. Applied Economics Letters, 23(14), 999–1002.
  • Zhan, J. (2015). Who holds risky assets and how much? Empirica, 42(42), 323–370. doi:10.1007/s10663-015-9295-1

Reprints and Corporate Permissions

Please note: Selecting permissions does not provide access to the full text of the article, please see our help page How do I view content?

To request a reprint or corporate permissions for this article, please click on the relevant link below:

Academic Permissions

Please note: Selecting permissions does not provide access to the full text of the article, please see our help page How do I view content?

Obtain permissions instantly via Rightslink by clicking on the button below:

If you are unable to obtain permissions via Rightslink, please complete and submit this Permissions form. For more information, please visit our Permissions help page.