PII: S1057-0810(99)00018-9 AUTHORS Alexander, Gordon J., “Mutual Fund Shareholders: Characteristics, Investor Knowledge, and Sources of Information,” 7(4): 301–316 Beal, Diana, “‘Putting Your Money Where Your Mouth Is’ A Profile of Ethical Investors,” 7(2): 129–143 Bieker, Richard F., Review of “The Wall Street Jour- nal Interactive Edition internet site,” 7(3): 218– 221 Bigel, Kenneth S., “The Correlations of Professional- ization and Compensation Sources with the Ethical Development of Personal Investment Planners,” 7(4): 223–236 Boldin, Robert J., “Credit Union Structure: An Exam- ination of Potential Risks,” 7(3): 207–215 Brooks, Robert, “Managing College Tuition Inflation Using Surplus Framework Methodology,” 7(4): 257–271 Chen, Haiyang, “An Analysis of Personal Financial Literacy Among College Students,” 7(2): 107–128 Compton, William S., “A Tax-Free Exploitation of the Turn-of-the-Month Effect: C.R.E.F.,” 7(1): 11–23 Crutchley, Claire E., “Shareholder Wealth Effects of CalPERS’ Activism,” 7(1): 1–10 Detzel, F. Larry, “Explaining Persistence in Mutual Fund Performance,” 7(1): 45–55 Domian, Dale L., “Term Spreads and Predictions of Bond and Stock Excess Returns,” 7(1): 25–44 Domian, Dale L., “The Rise and Fall of the ‘Dogs of the Dow,’” 7(3): 145–159 Gibler, Karen M., “Planning to Move to Retirement Housing,” 7(4): 291–300 Goss, Robert P., “Comment on Kenneth S. Bigel’s Paper,” 7(4): 237–256 Goyen, Michelle, “‘Putting Your Money Where Your Mouth Is’ A Profile of Ethical Investors,” 7(2): 129–143 Hanna, Sherman, “Mean and Pessimistic Projections of Retirement Adequacy,” 7(3): 175–193 Hudson, Carl D., “Shareholder Wealth Effects of CalPERS’ Activism,” 7(1): 1–10 Jensen, Marlin R.H., “Shareholder Wealth Effects of CalPERS’ Activism,” 7(1): 1–10 Jones, Jonathan D., “Mutual Fund Shareholders: Characteristics, Investor Knowledge, and Sources of Information,” 7(4): 301–316 Kahl, Douglas R., Review of “Money Logic: Finan- cial Strategies for the Smart Investor,” 7(3): 217 Kahl, Douglas R., Review of “Personal Financial Planning,” 7(1): 69–70 Kunkel, Robert A., “A Tax-Free Exploitation of the Turn-of-the-Month Effect: C.R.E.F.,” 7(1): 11–23 Lee, Euehun, “Planning to Move to Retirement Hous- ing,” 7(4): 291–300 Leggett, Keith, “Credit Union Structure: An Exami- nation of Potential Risks,” 7(3): 207–215 Louton, David A., “The Rise and Fall of the ‘Dogs of the Dow,’” 7(3): 145–159 McGoun, Elton G., “The Sociology of Personal Fi- nance,” 7(3): 161–173 323 FINANCIAL SERVICES REVIEW The Journal of Individual Financial Management Index Volume 7, 1998 Mochis, George P., “Planning to Move to Retirement Housing,” 7(4): 291–300 Montalto, Catherine Philips, “Mean and Pessimistic Projections of Retirement Adequacy,” 7(3): 175– 193 Mossman, Charles E., “The Rise and Fall of the ‘Dogs of the Dow,’” 7(3): 145–159 Nigro, Peter J., “Mutual Fund Shareholders: Charac- teristics, Investor Knowledge, and Sources of In- formation,” 7(4): 301–316 Porter, Gary E., “Performance Persistence of Experi- enced Mutual Fund Managers,” 7(1): 57–68 Reichenstein, William, “Calculating a Family’s Asset Mix,” 7(3): 195–206 Reichenstein, William, “Term Spreads and Predic- tions of Bond and Stock Excess Returns,” 7(1): 25–44 Reichert, Carolyn, “Closed End Investment Compa- nies: Historic Returns and Investment Strategies,” 7(2): 83–93 Ridge, Jenny, “Innovations in Savings Schemes: The Bonus Bonds Trust in New Zealand,” 7(2): 73–81 Robinson, Chris, “The Sociology of Personal Fi- nance,” 7(3): 161–173 Russell, Judson W., “Managing College Tuition Infla- tion Using Surplus Framework Methodology,” 7(4): 257–271 Russell, Judson W., “The International Diversification Fallacy of Exchange-Listed Securities,” 7(2): 95–106 Saporoschenko, Andy, “Do Dividend Reinvestment Plans Contribute to Industrial Firm Value and Ef- ficiency?” 7(4): 273–289 Spencer, Austin H., Review of “Histories of the Eight- ies, Lessons for the Future, Vol. 1, American Fi- nance for the Twenty-first Century, and Asset Se- curitization—Liquidity and Funds Management, Controller’s Handbook,” 7(4): 317–319 Strand, Robert, “Credit Union Structure: An Exami- nation of Potential Risks,” 7(3): 207–215 Timmons, J. Douglas, “Closed End Investment Com- panies: Historic Returns and Investment Strate- gies,” 7(2): 83–93 Trifts, Jack W., “Performance Persistence of Experi- enced Mutual Fund Managers,” 7(1): 57–68 Volpe, Ronald P., “An Analysis of Personal Financial Literacy Among College Students,” 7(2): 107–128 Weigand, Robert A., “Explaining Persistence in Mu- tual Fund Performance,” 7(1): 45–55 Young, Martin, “Innovations in Savings Schemes: The Bonus Bonds Trust in New Zealand,” 7(2): 73–81 Yuh, Yoonkyung, “Mean and Pessimistic Projections of Retirement Adequacy,” 7(3): 175–193 TITLES “A Tax-Free Exploitation of the Turn-of-the-Month Effect: C.R.E.F.,” Robert A. Kunkel, William S. Compton, 7(1): 11–23 “An Analysis of Personal Financial Literacy Among College Students,” Haiyang Chen, Ronald P. Volpe, 7(2): 107–128 “Calculating a Family’s Asset Mix,” William Reichenstein, 7(3): 195–206 “Closed End Investment Companies: Historic Returns and Investment Strategies,” Carolyn Reichert, J. Douglas Timmons, 7(2): 83–93 “Comment on Kenneth S. Bigel’s Paper,” Robert P. Goss, 7(4): 237–256 “Credit Union Structure: An Examination of Potential Risks,” Robert J. Boldin, Keith Leggett, Robert Strand, 7(3): 207–215 “Do Dividend Reinvestment Plans Contribute to In- dustrial Firm Value and Efficiency?,” Andy Sapo- roschenko, 7(4): 273–289 “Explaining Persistence in Mutual Fund Perfor- mance,” F. Larry Detzel, Robert A. Weigand, 7(1): 45–55 “Innovations in Savings Schemes: The Bonus Bonds Trust in New Zealand,” Jenny Ridge, Martin Young, 7(2): 73–81 324 Index / Financial Services Review 7 (1998) 323–325 “Managing College Tuition Inflation Using Surplus Framework Methodology,” Judson W. Russell, Robert Brooks, 7(4): 257–271 “Mean and Pessimistic Projections of Retirement Ad- equacy,” Yoonkyung Yuh, Sherman Hanna, Catherine Philips Montalto, 7(3): 175–193 “Mutual Fund Shareholders: Characteristics, Investor Knowledge, and Sources of Information,” Gordon J. Alexander, Jonathan D. Jones, Peter J. Nigro, 7(4): 301–316 “Performance Persistence of Experienced Mutual Fund Managers,” Gary E. Porter, Jack W. Trifts, 7(1): 57–68 “Planning to Move to Retirement Housing,” Karen M. Gibler, George P. Mochis, Euehun Lee, 7(4): 291– 300 “‘Putting Your Money Where Your Mouth Is’ A Pro- file of Ethical Investors,” Diana Beal, Michelle Goyen, 7(2): 129–143 Review of “Histories of the Eighties, Lessons for the Future, Vol. 1., American Finance for the Twenty- first Century, and Asset Securitization—Liquidity and Funds Management, Controller’s Handbook,” Austin H. Spencer, 7(4): 317–319 Review of “Money Logic: Financial Strategies for the Smart Investor,” Douglas R. Kahl, 7(3): 217 Review of “Personal Financial Planning,” Douglas R. Kahl, 7(1): 69–70 Review of “The Wall Street Journal Interactive Edi- tion internet site,” Richard F. Bieker, 7(3): 218– 221 “Shareholder Wealth Effects of CalPERS’ Activism,” Claire E. Crutchley, Carl D. Hudson, Marlin R. H. Jensen, 7(1): 1–10 “Term Spreads and Predictions of Bond and Stock Excess Returns,” Dale L. Domian, William Reichenstein, 7(1): 25–44 “The Correlations of Professionalization and Com- pensation Sources with the Ethical Development of Personal Investment Planners,” Kenneth S. Bi- gel, 7(4): 223–236 “The International Diversification Fallacy of Ex- change-Listed Securities,” Judson W. Russell, 7(2): 95–106 “The Rise and Fall of the ‘Dogs of the Dow’,” Dale L. Domian, David A. Louton, Charles E. Mossman, 7(3): 145–159 “The Sociology of Personal Finance,” Chris Robin- son, Elton G. McGoun, 7(3): 161–173 325Index / Financial Services Review 7 (1998) 323–325