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The Future of Public Employee Retirement Systems

Olivia S. Mitchell

in The Future of Public Employee Retirement Systems

Published in print:
2009
Published Online:
February 2010
ISBN:
9780199573349
eISBN:
9780191721946
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199573349.003.0001
Subject:
Business and Management, Public Management, Pensions and Pension Management

Pension systems are a central component of the compensation package for workers in virtually every developed nation, and nowhere are they more important than for public sector employees. The growth ... More


 Corporate Financial Reporting and Regulation in the European Union

George J. Benston, Michael Bromwich, Robert E. Litan, and Alfred Wagenhofer

in Worldwide Financial Reporting: The Development and Future of Accounting Standards

Published in print:
2006
Published Online:
February 2006
ISBN:
9780195305838
eISBN:
9780199783342
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0195305833.003.0007
Subject:
Economics and Finance, Financial Economics

The EU has for a long time strived to harmonize the financial disclosure of companies headquartered in the EU member states. However, financial reporting in these states continues to differ, ... More


Financial Literacy and Planning: Implications for Retirement Well-being

Annamaria Lusardi and Olivia S. Mitchell

in Financial Literacy: Implications for Retirement Security and the Financial Marketplace

Published in print:
2011
Published Online:
January 2012
ISBN:
9780199696819
eISBN:
9780191732089
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199696819.003.0002
Subject:
Business and Management, Pensions and Pension Management, Finance, Accounting, and Banking

Relatively little is known about why people fail to plan for retirement and whether planning and information costs might affect retirement saving patterns. This chapter reports on a purpose-built ... More


Introduction

John Y. Campbell and Luis M. Viceira

in Strategic Asset Allocation: Portfolio Choice for Long-Term Investors

Published in print:
2002
Published Online:
November 2003
ISBN:
9780198296942
eISBN:
9780191596049
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0198296940.003.0001
Subject:
Economics and Finance, Financial Economics

The mean‐variance paradigm has the strong implication that all investors should hold risky assets in the same proportion. Financial planners typically advise conservative investors to tilt their ... More


Explaining Risk to Clients: An Advisory Perspective

Paula H. Hogan and Frederick H. Miller

in The Market for Retirement Financial Advice

Published in print:
2013
Published Online:
January 2014
ISBN:
9780199683772
eISBN:
9780191763359
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199683772.003.0003
Subject:
Business and Management, Pensions and Pension Management

To illustrate how advisors explain risk to clients, we map our view of current advisory practice, with particular emphasis on risk management, to our view of the current mosaic of planning paradigms. ... More


Financial Advice: Does It Make a Difference?

Michael Finke

in The Market for Retirement Financial Advice

Published in print:
2013
Published Online:
January 2014
ISBN:
9780199683772
eISBN:
9780191763359
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199683772.003.0011
Subject:
Business and Management, Pensions and Pension Management

The financial advice profession provides a potentially valuable service to consumers within an increasingly complex financial marketplace. Financial advice professionals can substitute for costly ... More


Psychological Aspects of Financial Planning

Dave Yeske and Elissa Buie

in Financial Behavior: Players, Services, Products, and Markets

Published in print:
2017
Published Online:
May 2017
ISBN:
9780190269999
eISBN:
9780190270025
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780190269999.003.0015
Subject:
Economics and Finance, Financial Economics

This chapter discusses personal financial planning, which is an interdisciplinary practice that employs a six-step process to develop integrated strategies for individuals and families to efficiently ... More


Strategic Asset Allocation: Portfolio Choice for Long-Term Investors

John Y. Campbell and Luis M. Viceira

Published in print:
2002
Published Online:
November 2003
ISBN:
9780198296942
eISBN:
9780191596049
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/0198296940.001.0001
Subject:
Economics and Finance, Financial Economics

One of the most important decisions many people face is the choice of a portfolio of assets for retirement savings. The leading academic paradigm of portfolio choice, the mean‐variance analysis of ... More


Aging and Exploitation: How Should the Financial Service Industry Respond?

Marguerite DeLiema and Martha Deevy

in Financial Decision Making and Retirement Security in an Aging World

Published in print:
2017
Published Online:
November 2017
ISBN:
9780198808039
eISBN:
9780191847165
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/oso/9780198808039.003.0009
Subject:
Business and Management, Pensions and Pension Management, Finance, Accounting, and Banking

Elder financial victimization is a growing problem facing older Americans. As the conduits of financial transactions, financial firms are positioned to stop losses at their source. Representatives at ... More


Psychological Factors in Estate Planning

John J. Guerin and L. Paul Hood

in Financial Behavior: Players, Services, Products, and Markets

Published in print:
2017
Published Online:
May 2017
ISBN:
9780190269999
eISBN:
9780190270025
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780190269999.003.0018
Subject:
Economics and Finance, Financial Economics

As an area of behavioral finance, estate planning is less focused on systematic, cognitive errors than on a core, emotional ambivalence about mortality. The chapter explores the dynamics of the ... More


Your Plan: Taking Care of Business

Jill Timmons

in The Musician’s Journey: Crafting Your Career Vision and Plan

Published in print:
2013
Published Online:
May 2015
ISBN:
9780199861323
eISBN:
9780190268336
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:osobl/9780199861323.003.0007
Subject:
Music, Performing Practice/Studies

The business plan, in the field of music, can become the musician's road map. However, because of inconsistency in a career in music, music professionals find it hard to draft a business plan. This ... More


Understanding the Role of Annuities in Retirement Planning

Jeffrey R. Brown (ed.)

in Overcoming the Saving Slump: How to Increase the Effectiveness of Financial Education and Saving Programs

Published in print:
2009
Published Online:
February 2013
ISBN:
9780226497099
eISBN:
9780226497105
Item type:
chapter
Publisher:
University of Chicago Press
DOI:
10.7208/chicago/9780226497105.003.0007
Subject:
Economics and Finance, Public and Welfare

This chapter investigates the role of annuities in the financial-planning process, including both the normative judgment about what role annuities “should” play (as guided by economic theory), as ... More


Introduction

Jack M. Mintz and Alfons J. Weichenrieder

in The Indirect Side of Direct Investment: Multinational Company Finance and Taxation

Published in print:
2010
Published Online:
August 2013
ISBN:
9780262014496
eISBN:
9780262289658
Item type:
chapter
Publisher:
The MIT Press
DOI:
10.7551/mitpress/9780262014496.003.0001
Subject:
Economics and Finance, Econometrics

This introductory chapter first sets out the book’s purpose, which is to expand our knowledge of multinational finance and tax research by exploring multinational financial structures, especially ... More


Finances

Barbara M. Tagg

in Before the Singing: Structuring Children's Choirs for Success

Published in print:
2013
Published Online:
May 2015
ISBN:
9780199920686
eISBN:
9780190268350
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:osobl/9780199920686.003.0006
Subject:
Music, Performing Practice/Studies

This chapter suggests ways a nonprofit children’s choir or youth choir organization can successfully navigate the financial world. When a new choir is established, artistic planning should be ... More


Legitimacy Claims and Pre-Crisis Transatlantic Alignment

Abraham L. Newman and Elliot Posner

in Voluntary Disruptions: International Soft Law, Finance, and Power

Published in print:
2018
Published Online:
April 2018
ISBN:
9780198818380
eISBN:
9780191859526
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/oso/9780198818380.003.0004
Subject:
Political Science, Democratization

Chapter 4 focuses on soft law’s second-order consequences for rising regulatory powers. One of the key puzzles in the international regulation of finance is the persistence of cooperation even as the ... More


Voluntary Disruptions: International Soft Law, Finance, and Power

Abraham L. Newman and Elliot Posner

Published in print:
2018
Published Online:
April 2018
ISBN:
9780198818380
eISBN:
9780191859526
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/oso/9780198818380.001.0001
Subject:
Political Science, Democratization

From home mortgages to iPhones, basic elements of our daily lives depend on international markets. The astonishing complexity of these exchanges may seem ungoverned. Yet the global economy remains ... More


Discoveries in the Economics of Aging

David A. Wise (ed.)

Published in print:
2014
Published Online:
January 2015
ISBN:
9780226146096
eISBN:
9780226146126
Item type:
book
Publisher:
University of Chicago Press
DOI:
10.7208/chicago/9780226146126.001.0001
Subject:
Economics and Finance, Public and Welfare

The societal impact of aging baby boomers is compounded by longer life expectancies, which have risen continually over many decades. The implications of these demographic trends are extensive and ... More


Getting Started

Barbara M. Tagg

in Before the Singing: Structuring Children's Choirs for Success

Published in print:
2013
Published Online:
May 2015
ISBN:
9780199920686
eISBN:
9780190268350
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:osobl/9780199920686.003.0002
Subject:
Music, Performing Practice/Studies

This chapter discusses the steps in establishing a choir. These include plan development, rehearsal location, financial planning, events timeline setting, and collaboration. It is important to have a ... More


Aging and Housing Equity: Another Look

Steven F. Venti and David A. Wise

in Perspectives on the Economics of Aging

Published in print:
2004
Published Online:
February 2013
ISBN:
9780226903057
eISBN:
9780226903286
Item type:
chapter
Publisher:
University of Chicago Press
DOI:
10.7208/chicago/9780226903286.003.0004
Subject:
Economics and Finance, Behavioural Economics

This chapter examines the change in the home equity of older families as they age, beginning at ages just before retirement. It uses data from the Health and Retirement Study (HRS), the Asset and ... More


Stress Testing Monte Carlo Assumptions

Marlena I. Lee

in Recreating Sustainable Retirement: Resilience, Solvency, and Tail Risk

Published in print:
2014
Published Online:
December 2014
ISBN:
9780198719243
eISBN:
9780191788505
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780198719243.003.0004
Subject:
Business and Management, Pensions and Pension Management

Monte Carlo simulations are a useful financial planning tool serving several purposes. They are often used to forecast wealth outcomes into the future for the purposes of financial planning. One can ... More


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