top of page



Published Research Articles and Book Chapters

1. "First Impressions Matter: An Experimental Investigation of Online Financial Advice" with Hazel Bateman, Christine Eckert, Fedor Iskhakov, Jordan Louviere and Susan Thorp, Forthcoming Management Science. [Refereed] 

2. “An Experimental Study of the Effect of Prior Market Experience on Annuitization and Equity Allocations,” with Lisa Anderson and Lisa Szykman. Journal of Behavioral Finance. Forthcoming. [Refereed]

3. "Financial Literacy and Retirement Planning in Australia,” Numeracy,  6(2), Article 7, 2013. [Refereed] 

4. “Superannuation Knowledge and Plan Behaviour,” with Hazel Bateman and Susan Thorp. JASSA: The Finsia Journal of Applied Finance.  2013. [Refereed]

5. “Work, Money, Lifestyle: Plans of Australian Retirees,” with Hazel Bateman and Susan Thorp. JASSA: The Finsia Journal of Applied Finance. 2013 [Refereed]

6. “Trust, Plan Knowledge and 401(k) Savings Behavior,” with Lisa Szykman, Stephen P. Utkus and Jean A. Young, Journal of Pension Economics and Finance. 2012, 11(1), 1-20. [Refereed]

7. “Annuities, Financial Literacy and Information Overload” with Lisa Szykman. In Financial Literacy: Implications for Retirement Security and the Financial Marketplace (eds.) Olivia S. Mitchell and Annamaria Lusardi, 260-297. Oxford, UK: Oxford University Press, 2011. [Refereed]

8. “Information Overload and Information Presentation in Financial Decision Making,” with Lisa Szykman. The Handbook of Behavioral Finance. Edward Elgar Publisher, 2010.

9. “Pension Plan Behavior,” in Behavioral Finance. H. Kent Baker and John Nofsinger (eds.), Hoboken, NJ: John Wiley & Sons, Inc., 2010. 

10. "Who Chooses Annuities: An Experimental Investigation of Gender, Framing and Defaults," with Lisa Anderson, Jeff Gerlach and Lisa Szykman. The American Economic Review: Papers & Proceeding, 2008, 98 (2), pp. 418-422. [Refereed]

11. “Do Behavioral Biases Vary Across Individuals?: Evidence from Individual Level 401(k) Data,” The Journal of Financial and Quantitative Analysis, 2006, 41 (4), pp. 939-961. [Refereed]

      ★Summarized by William H. Sackley, CFA in the CFA Digest, May 2007, Vol. 37, No. 2: 92.

12. “Asset Allocation and Information Overload: The Influence of Information Display, Asset Choice and Investor Experience,” with Lisa Szykman. Journal of Behavioral Finance, 2005, 6 (2), pp. 57-70. [Refereed]

      ★Listed as most cited article in Journal of Behavioral Finance (website visited April 5, 2014)    


13. “Portfolio Choice and Trading in a Large 401(k) Plan,” with Pierluigi Balduzzi and Annika Sunden. American Economic Review , March 2003, 93 (1), pp. 193-215. [Refereed]


     ★Summarized by James W. Vitalone, CFA in the CFA Digest, November 2003, Vol. 33, No.4: 65-66



Research Activities (976 citations per Google Scholar, August 18, 2014)

bottom of page