PII: S1057-0810(01)00081-6


AUTHORS

Allen, Douglas E., “Hedonic Investment,” 9(4): 389–
403

Bost, John C., “Liquidating a Remainder Interest:
Simplifying Personal Finance,” 9(2): 183–195

Brown, Stewart L., “Design Considerations for Large
Public Sector Defined Contribution Plans,” 9(3):
197–219

Chapman, Kenneth S., “Risk Tolerance and Asset
Allocation for Investors Nearing Retirement,”
9(2): 159–171

Cherin, Tony, “ Liquidating a Remainder Interest:
Simplifying Personal Finance,” 9(2): 183–195

Chung, Richard, “Market Timing Using Strategists’
and Analysts’ Forecasts of S&P 500 Earnings Per
Share,” 9(2): 125–145

Domian, Dale L.,“Risk Tolerance and Asset Allocation
for Investors Nearing Retirement,” 9(2): 159–171

Downe, Edward A., “The Effect of Country-Specific
Index Trading on Closed-End Country Funds: An
Empirical Analysis,” 9(3): 259–277

Elder, Erick, “Social Security Reform: The Effect of
Investing in Equities,” 9(1): 93–107

Elder, Harold W., “Beliefs and Actions: Expectations
and Savings Decisions by Older Americans,” 9(1):
33–47

Englis, Basil, “Asset Allocation Decisions in Retire-
ment Accounts: An All-or-Nothing Proposition?,”
9(1): 79–93

Fraser, Steve P., “Strategic Asset Allocation for Indi-
vidual Investors: The Impact of the Present Value
of Social Security Benefits,” 9(4): 295–326

Greninger, Sue Alexander, “Retirement Planning
Guidelines: A Delphi Study of Financial Planners
and Educators,” 9(3): 231–247

Hampton, Vickie L., “Retirement Planning Guide-
lines: A Delphi Study of Financial Planners and
Educators,” 9(3): 231–247

Hanna, Sherman, “Determinates of Planned Retire-
ment Age,” 9(1): 1–17

Hariharan, Govind, “Risk Tolerance and Asset Allo-
cation for Investors Nearing Retirement,” 9(2):
159–171

Hearth, Douglas, “Performance Persistence and Man-
agement Skill in Non-Conventional Bond Mutual
Funds,” 9(3): 247–259

Hogarth, Jeanne M., “Consumer Information Search
for Home Mortgages: Who, What, How Much, and
What Else?,” 9(3): 277–293

Holland, Larry, “Social Security Reform: The Effect
of Investing in Equities,” 9(1): 93–107

Jacquet, Susan, “Retirement Planning Guidelines: A
Delphi Study of Financial Planners and Educa-
tors,” 9(3): 231–247

Jennings, William W., “Strategic Asset Allocation for
Individual Investors: The Impact of the Present
Value of Social Security Benefits,” 9(4): 295–326

Jordan, W. John, “Stock Selection Based on Morning-
star’s Ten-Year, Five-Star General Equity Mutual
Funds,” 9(2): 145–159

King, David R., “Strategic Asset Allocation for Indi-
vidual Investors: The Impact of the Present Value
of Social Security Benefits,” 9(4): 295–326

405

FINANCIAL SERVICES REVIEW
The Journal of Individual Financial Management

Index
Volume 9, 2000



Kitt, Karrol A., “Retirement Planning Guidelines: A
Delphi Study of Financial Planners and Educa-
tors,” 9(3): 231–247

Kryzanowski, Lawrence, “Market Timing Using
Strategists’ and Analysts’ Forecasts of S&P 500
Earnings Per Share,” 9(2): 125–145

Kuhlemeyer, Gregory A., “The Equity Index Annuity:
An Examination of Performance and Regulatory
Concerns,” 9(4): 327–342

Lee, Jinkook, “Consumer Information Search for
Home Mortgages: Who, What, How Much, and
What Else?,” 9(3): 277–293

Loviscek, Anthony L., “Stock Selection Based on
Morningstar’s Ten-Year, Five-Star General Equity
Mutual Funds,” 9(2): 145–159

McGinnis, John D., “The Asset Allocation Decision
in Retirement: Lessons from Dollar Cost Averag-
ing,” 9(1): 47–65

McGoun, Elton G., “Hedonic Investment,” 9(4): 389–
403

Miller, Edward M., “Exploitable Patterns in Retire-
ment Annuity Returns: Evidence from TIAA/
CREF,” 9(3): 219–231

Montalto, Catherine Phillips, “Determinates of
Planned Retirement Age,” 9(1): 1–17

O’Connor, Matthew, “The Effect of Country-Specific
Index Trading on Closed-End Country Funds: An
Empirical Analysis,” 9(3): 259–277

Olsen, Kelly, “Social Security Investment Accounts:
Lessons from Participant-Directed 401(k) Data,”
9(1): 65–79

Philpot, James, “Performance Persistence and Man-
agement Skill in Non-Conventional Bond Mutual
Funds,” 9(3): 247–259

Plath, D. Anthony, “Financial Services and the Afri-
can-American Market: What Every Financial Plan-
ner Should Know,” 9(4): 343–359

Poole, Barbara, “On Time: Contributions from the
Social Sciences,” 9(4): 375–389

Prather, Larry J., “Exploitable Patterns in Retirement
Annuity Returns: Evidence from TIAA/CREF,”
9(3): 219–231

Query, J. Tim, “An Analysis of the Medical Savings
Account as an Alternative Retirement Savings Ve-
hicle,” 9(1): 107–123

Richard, John E., “The Information Content of
Closed-End Country Fund Discounts,” 9(2): 171–
183

Rimbey, James, “Performance Persistence and Man-
agement Skill in Non-Conventional Bond Mutual
Funds,” 9(3): 247–259

Rudolph, Patricia M., “Beliefs and Actions: Expecta-
tions and Savings Decisions by Older Americans,”
9(1): 33–47

SigRist, Kevin W., “Design Considerations for Large
Public Sector Defined Contribution Plans,” 9(3):
197–219.

Stevenson, Thomas H., “Financial Services and the
African-American Market: What Every Financial
Planner Should Know,” 9(4): 343–359

Trecartin, Ralph R. Jr., “The Reliability of the Book-
To-Market Ratio As A Risk Proxy,” 9(4): 361–373

VanDerhei, Jack L., “Social Security Investment Ac-
counts: Lessons from Participant-Directed 401(k)
Data,” 9(1): 65–79

Waggle, Doug, “Asset Allocation Decisions in Retire-
ment Accounts: An All-or-Nothing Proposition?,”
9(1): 79–93

Wiggins, James B., “The Information Content of
Closed-End Country Fund Discounts,” 9(2): 171–
183

Woerheide, Walt, “The Impact of the Pension Fund on
the Decision to Work One More Year,” 9(1):
17–33

Yuh, Yoonkyung, “Determinates of Planned Retire-
ment Age,” 9(1): 1–17

TITLES

“An Analysis of the Medical Savings Account as an
Alternative Retirement Savings Vehicle,” J. Tim
Query, 9(1): 107–123

“Asset Allocation Decisions in Retirement Accounts:
An All-or-Nothing Proposition?,” Doug Waggle
and Basil Englis, 9(1): 79–93

406 Index / Financial Services Review 9 (2000) 405–407



“Beliefs and Actions: Expectations and Savings De-
cisions by Older Americans,” Harold W. Elder and
Patricia M. Rudolph, 9(1): 33–47

“Consumer Information Search for Home Mortgages:
Who, What, How Much, and What Else?,” Jeanne
M. Hogarth and Jinkook Lee, 9(3): 277–293

“Design Considerations for Large Public Sector De-
fined Contribution Plans,” Stewart L. Brown and
Kevin W. SigRist, 9(3): 197–219

“Determinates of Planned Retirement Age,” Sherman
Hanna, Catherine Phillips Montalto and Yoon-
kyung Yuh, 9(1): 1–17

“Exploitable Patterns in Retirement Annuity Returns:
Evidence from TIAA/CREF,” Edward M. Miller
and Larry J. Prather, 9(3): 219–231

“Financial Services and the African-American Mar-
ket: What Every Financial Planner Should Know,”
D. Anthony Plath and Thomas H. Stevenson, 9(4):
343–359

“Hedonic Investment,” Elton G. McGoun and Doug-
las E. Allen, 9(4): 389–403

“Liquidating a Remainder Interest: Simplifying Per-
sonal Finance,” John C. Bost and Tony Cherin,
9(2): 183–195

“Market Timing Using Strategists’ and Analysts’
Forecasts of S&P 500 Earnings Per Share,” Law-
rence Kryzanowski and Richard Chung, 9(2): 125–
145

“On Time: Contributions from the Social Sciences,”
Barbara Poole, 9(4): 375–387

“Performance Persistence and Management Skill in
Non-Conventional Bond Mutual Funds,” Douglas
Hearth, James Rimbey, and James Philpot, 9(3):
247–259

“Retirement Planning Guidelines: A Delphi Study of
Financial Planners and Educators,” Karrol A. Kitt,

Sue Alexander Greninger, Susan Jacquet, and
Vickie L. Hampton, 9(3): 231–247

“Risk Tolerance and Asset Allocation for Investors
Nearing Retirement,” Dale Domian, Govind L.
Hariharan, and Kenneth S. Chapman, 9(2): 159–
171

“Social Security Investment Accounts: Lessons from
Participant-Directed 401 (k) Data,” Kelly Olsen
and Jack L. VanDerhei, 9(1): 65–79

“Social Security Reform: The Effect of Investing in
Equities,” Erick Elder and Larry Holland, 9(1):
93–107

“Stock Selection Based on Morningstar’s Ten-Year,
Five-Star General Equity Mutual Funds,” W. John
Jordan and Anthony L. Loviscek, 9(2): 145–159

“Strategic Asset Allocation for Individual Investors:
The Impact of the Present Value of Social Security
Benefits,” David R. King, Steven P. Fraser, Wil-
liam W. Jennings, 9(4): 295–326

“The Asset Allocation Decision in Retirement: Les-
sons from Dollar Cost Averaging,” John D.
McGinnis and Premal P. Vora, 9(1): 47–65

“The Effect of Country-Specific Index Trading on
Closed-End Country Funds: An Empirical Analy-
sis,” Matthew O’Connor and Edward A. Downe,
9(3): 259–277

“The Equity Index Annuity: An Examination of Per-
formance and Regulatory Concerns,” Gregory A.
Kuhlemeyer, 9(4): 327–342

“The Impact of the Pension Fund on the Decision to
Work One More Year,” Walt Woerheide, 9(1):
17–33

“The Information Content of Closed-End Country
Fund Discounts,” James B. Wiggins and John E.
Richard, 9(2): 171–183

“The Reliability of the Book-To-Market Ratio as a
Risk Proxy,” Ralph R. Trecartin, Jr., 9(4): 361–
373

407Index / Financial Services Review 9 (2000) 405–407