Financial Services Review

1991 - 2001

Current editor(s): Conrad S. Ciccotello

From Elsevier
Bibliographic data for series maintained by Catherine Liu ().

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From the editor pp. v-vi: Karen Eilers Lahey
Risk aversion measures: comparing attitudes and asset allocation pp. 87-99: Diane K. Schooley and Debra Drecnik Worden
A simulation approach to the choice between fixed and adjustable rate mortgages pp. 101-117: William K. Templeton, Robert S. Main and J. B. Orris
Personal finance: an alternative approach to teaching undergraduate finance pp. 119-131: Jill Lynn Vihtelic
The effects of mutual fund managers' characteristics on their portfolio performance, risk and fees pp. 133-147: Joseph H. Golec

From the editor pp. v-vi: Karen Eilers Lahey
Equity fund size and growth: Implications for performance and selection pp. 1-12: Conrad S. Ciccotello and C. Terry Grant
Professional stock analysts' recommendations: Implications for individual investors pp. 13-29: M. Mark Walker and Gay B. Hatfield
Computing yields on enhanced CDs pp. 31-42: Robert Brooks
Churning: Excessive trading in retail securities accounts pp. 43-56: Stewart L. Brown
Ratios and benchmarks for measuring the financial well-being of families and individuals pp. 57-70: Sue A. Greninger, Vickie L. Hampton, Karrol A. Kitt and Joseph A. Achacoso
An emerging partnership: AFS and the CFP board pp. 71-81: Dede Pahl
Book, software, and web site reviews pp. 83-86: Douglas Kahl

New directions pp. v-vi: Karen Eilers Lahey
From the editor pp. vii-viii: Lewis Mandell
Fund closings as a signal to investors: Investment performance of open-end mutual funds that close to new shareholders pp. 71-80: Timothy R. Smaby and John L. Fizel
Commission-motivated trading patterns of brokers across the production month pp. 81-95: Earl Benson, David S. Rystrom and Greg T. Smersh
Optimal holding period for assets that must be liquidated: A certainty equivalent wealth approach pp. 97-108: John Knight and Lewis Mandell
The market pricing of disability income insurance for individuals pp. 109-122: Larry A. Cox and Sandra G. Gustavson
Credit cards and the option to default pp. 123-136: A. Charlene Sullivan and Debra Drecnik Worden
Household insolvency: A review of household debt repayment, delinquency, and bankruptcy pp. 137-156: Sharon A. DeVaney and Ruth H. Lytton

From the editor pp. vii-viii: Lewis Mandell
Bank dividend policy as a signal of bank quality pp. 1-8: Robert Boldin and Keith Leggett
Tax savings opportunities in estate freeze transactions: An application of the black scholes model pp. 9-22: James R. Hamill and Joel S. Sternberg
Quantifying time value errors pp. 23-30: George A. Mangiero and Susan M. Mangiero
A simplified approach to measuring bond duration pp. 31-40: Jean L. Heck, Terry L. Zivney and Naval K. Modani
Analysis of U.S. savings bonds pp. 41-56: Tom L. Potts and William Reichenstein
A practitioner's perspective: Comments on "Analysis of U.S. savings bonds" pp. 57-60: Barbara S. Poole

An optimization model for scheduling withdrawals from tax-deferred retirement accounts pp. 93-108: Cliff T. Ragsdale, Andrew F. Seila and Philip L. Little
Asset allocation, life expectancy and shortfall pp. 109-126: Kwok Ho, Moshe Milevsky and Chris Robinson
The impact of mutual fund distributions on after-tax returns pp. 127-141: William Lewis Randolph
Coupon resets versus poison puts: The valuation of event risk provisions in corporate debt pp. 143-156: Joseph A. Fields, David S. Kidwell and Linda S. Klein
A practitioner's perspective: Comments on "asset allocation, life expectancy and shortfall" pp. 157-158: Barbara S. Poole

From the editor pp. v-vi: Lewis Mandell
Efficient frontiers in estate planning pp. 1-27: Ronald R. Crabb
Market timing for the individual investor: Using the predictability of long-horizon stock returns to enhance portfolio performance pp. 29-43: Steven P. Rich and William Reichenstein
Real income growth and optimal credit use pp. 45-58: Jessie X. Fan, Y. Regina Chang and Sherman Hanna
The individual's tax-exempt bond portfolio decision under income uncertainty pp. 59-73: Amy v. Puelz
An empirical analysis of the use of money orders, the payment system of the poor pp. 75-81: Kenneth Daniels, Neil B. Murphy and Dennis M. O'Toole

Letter to the editor pp. vii-viii: Michael M. Cain
The individual investor in the market: Forming a belief regarding market efficiency pp. 87-96: Robert M. Peevey, Gene C. Uselton and John Moroney
Performance and risk exposure of international mutual funds pp. 97-110: Larry R. Lang and Robert M. Niendorf
What strategies are experienced estate planners recommending? Evidence from survey data pp. 111-130: Chris J. Prestopino
The risks of pension plans pp. 131-156: Robert W. McLeod, Sharon Moody and Aaron Phillips

From the editor pp. v-vi: Lewis Mandell
A multicriteria approach to mutual fund selection pp. 1-20: Wade D. Cook and Kevin J. Hebner
Active timing decisions of equity mutual funds pp. 21-39: Robert Radcliffe, Robert Brooks and Haim Levy
Long-run returns on stock and bond portfolios: Implications for retirement planning pp. 41-49: Kirt C. Butler and Dale L. Domian
Nobody gains from dollar cost averaging analytical, numerical and empirical results pp. 51-61: John Knight and Lewis Mandell

From the editor pp. v-vi: Lewis Mandell
Personal financial planning and the allocation of disposable wealth pp. 87-99: Amy v. Puelz and Robert Puelz
Should individual investors avoid the stock market outside of January? pp. 101-108: Steven V. Mann and Donald P. Solberg
Effective credit costs in retail financial markets: Leasing versus borrowing pp. 109-129: D. Anthony Plath and Bennie Nunnally
Comparing mortgages with different payment frequencies pp. 131-142: Arefaine G. Yohannes
Probabilistic estate planning pp. 143-157: Ronald R. Crabb
International diversification for the individual: A review pp. 159-175: Jeff Madura and Thomas J. O'Brien

From the editor pp. v-vi: Lewis Mandell
Individual versus institutional investing pp. 1-8: Harry Markowitz
The optimal allocation of pension fund assets: An individual's perspective pp. 9-22: Tom L. Potts and William Reichenstein
Life insurance companies as investment managers: New implications for consumers pp. 23-34: Robert T. Kleiman and Anandi P. Sahu
Determinants of household check writing: the impacts of the use of electronic banking services and alternative pricing of services pp. 35-44: Neil B. Murphy
Real estate income and relocation pp. 45-59: Peter Chinloy
Disability income insurance and the individual pp. 61-78: Larry A. Cox