Add to ORKGThe phenomenal growth of individual retirement accounts in the US, and globally, challenges both individuals and their advisors to rationally manage these investments. The two essential differences between an individual retirement account and an institutional portfolio are the length of the investment horizon and the regularity of monthly contributions. The purpose of this paper is to contrast principles of institutional investing with the management of individual retirement accounts. Using monthly historical data from 1926 to 2005 we evaluate the suitability for managing individual retirement portfolios of seven principles employed in institutional investing. We discover that some of these guidelines can be beneficially applied to the inve...
In the wake of the financial crisis and continued volatility in international capital markets, there...
In the wake of the financial crisis and continued volatility in international capital markets, there...
It is day one of retirement and over the course of your working life you have accumulated a sum of m...
The phenomenal growth of individual retirement accounts in the US, and globally, challenges both ind...
© 2017 This paper brings together the academic literature on individual and institutional investors ...
Numerous studies have estimated U.S. stock market returns measured by various indexes such as the S\...
One of the classical problems in finance is that of an economic unit who aims at maximizing his expe...
These papers, including ones presented earlier this morning, raise questions about an adequate regim...
Tax sheltering earned income for use in later years has become the cornerstone of many taxpayers’ re...
With the rising importance of individual retirement accounts (IRAs), which now total onequarter of U...
Two important design features in proposals to supplement or replace the cur-rent social security sys...
Proposals for mandatory private saving accounts differ in the degree of investment discretion that t...
The United States debate on Social Security reform is centered on the transition of the public pensi...
We employ a life-cycle model with income risk to analyze how tax-deferred individual accounts affect...
One of the biggest criticisms leveled at defined contribution individual account (IA) components of ...
In the wake of the financial crisis and continued volatility in international capital markets, there...
In the wake of the financial crisis and continued volatility in international capital markets, there...
It is day one of retirement and over the course of your working life you have accumulated a sum of m...
The phenomenal growth of individual retirement accounts in the US, and globally, challenges both ind...
© 2017 This paper brings together the academic literature on individual and institutional investors ...
Numerous studies have estimated U.S. stock market returns measured by various indexes such as the S\...
One of the classical problems in finance is that of an economic unit who aims at maximizing his expe...
These papers, including ones presented earlier this morning, raise questions about an adequate regim...
Tax sheltering earned income for use in later years has become the cornerstone of many taxpayers’ re...
With the rising importance of individual retirement accounts (IRAs), which now total onequarter of U...
Two important design features in proposals to supplement or replace the cur-rent social security sys...
Proposals for mandatory private saving accounts differ in the degree of investment discretion that t...
The United States debate on Social Security reform is centered on the transition of the public pensi...
We employ a life-cycle model with income risk to analyze how tax-deferred individual accounts affect...
One of the biggest criticisms leveled at defined contribution individual account (IA) components of ...
In the wake of the financial crisis and continued volatility in international capital markets, there...
In the wake of the financial crisis and continued volatility in international capital markets, there...
It is day one of retirement and over the course of your working life you have accumulated a sum of m...