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This annotated bibliography provides 52 abstracts of a representative sample of scholarly articles on the subject of the behavioral characteristics of U.S. investors, along with a glossary defining 72 terms commonly used in the literature on this topic. The researcher conducted searches in JSTOR, More information...
Audience: Researcher
Type of Resource: Literature review
Tags: Behavioral Economics
Date: 3/4/2013
In 2008, the SEC commissioned a survey to evaluate "plain English" rules approved in 1998 with the goal of making mandated disclosures simpler, clearer and more useuful. Abt SBRI conducted the telephone survey on a national sample of 1000 adults who invested in stocks, bonds and/or mutual funds More information...
Audience: Researcher
Type of Resource: Report
Tags: Disclosure
Date: 3/4/2013
The importance of investment portfolio allocation has become more apparent since the onset of the late 2000s Great Recession. Individual willingness to take financial risks affects portfolio decisions and investment returns among other factors. Previous research found that people of different ages More information...
Audience: Researcher
Type of Resource: Peer-reviewed
Tags: Risk tolerance
Date: 3/4/2013
This paper presents an overview of consumer financial well-being in transitional China. It provides an up-to-date and overall description of the Chinese urban households’ assets, liabilities, income, and consumption patterns. The data employed were collected by a national survey conducted in 2008. More information...
Audience: Researcher
Type of Resource: Peer-reviewed
Tags: China
Date: 3/4/2013
This paper examines responses from a survey of 2,000 randomly selected mutual fund investors who purchased shares from six different distribution channels. The survey provides data on the demographic, financial, and fund ownership characteristics of mutual fund investors. It also provides data on More information...
Audience: Researcher
Type of Resource: Peer-reviewed
Tags: Mutual funds, Financial literacy, education
Date: 3/4/2013
Two competing explanations for why consumers have trouble with financial decisions are gaining momentum. One is that people are financially illiterate since they lack understanding of simple economic concepts and cannot carry out computations such as computing compound interest, which could cause More information...
Audience: Researcher
Type of Resource: Working paper
Tags: Behavioral economics, Financial literacy, financial education
Date: 3/4/2013
This paper analyzes new data on financial literacy and financial sophistication from the 2008 Health and Retirement Study. We show that financial literacy is lacking among older individuals and for the first time explore additional questions on financial sophistication which proves even scarcer. More information...
Audience: Researcher
Type of Resource: Working paper
Tags: Financial literacy
Date: 3/4/2013
Explains the difference between gold bullion and gold bullion coins. Offers tips to help people investigate before they invest, and lists tip-offs to rip-offs. Includes a glossary and resources for additional information. More information...
Audience: Individual
Type of Resource: Fact Sheet
Date: 2/22/2013
Explains various gold products and investments, and offers tips to help people investigate before they invest. Offers resources for additional information. More information...
Audience: Individual
Type of Resource: Fact Sheet
Date: 2/22/2013
Explains how people who are thinking about buying collectible coins as an investment can research coins, the graders who assess them, and the dealers who sell them. Lists tip-offs to rip-offs. Includes a glossary and resources for additional information. More information...
Audience: Individual
Type of Resource: Fact Sheet
Date: 2/22/2013