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] 

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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]

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

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

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

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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]

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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]

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

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

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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]

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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]

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

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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]

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

          (http://www.tandfonline.com/toc/hbhf20/current#cited)

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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