FINANCIAL SERVICES REVIEW The Journal of Individual Financial Management Index Volume 7, 1998 Authors Alexander. Gordon J.. “Mutual Fund Shareholders; Gibler. Karen M.. “Planning to Move to Retirement Characteristies. Investor Knowledge, and Sourees Housing." 7(4): 291-.3()0 of Information." 7(4): .Wl-.^16 Goss. Robert P.. “Comment on Kenneth S. Bigel's Paper." 7(4): 237-256 Beal. Diana. “‘Putting Your Money Where Your Goyen. Miehelle. “‘Putting Your Money Where Your Mouth Is' A Prolile of Ethieal Investors." 7(2): Mouth Is’ A Profile of Ethieal Investors." 7(2): 129-143 129-143 Bieker. Riehard F.. Review of “The Wall Street Jour¬ nal Interaetive Edition internet site." 7(3); 21S- Hanna. Sherman. “Mean and Pessimistic Projeetions 221 of Retirement Adequacy." 7(3): 175-193 Bigel. Kenneth S.. “The Correlations of Professional¬ Hudson. Carl D.. “Shareholder Wealth Effects of ization and Compensation Sourees with the Ethieal CalPERS’ Activism." 7(1): 1-10 Development of Personal Investment Planners." Jensen. Marlin R.H.. “Shareholder Wealth Effects of 7(4); 22.3-236 CalPERS’ Activism." 7(1): 1-10 Boldin. Robert J.. “Credit Union Strueture: An Exam¬ Jones. Jonathan D.. “Mutual Fund Shareholders: ination of Potential Risks." 7(3): 207-2l.S Characteristies. Investor Knowledge, and Sources Brtxrks. Robert. “Managing College Tuition Inflation of Information." 7(4): .301-316 Using Surplus Framework Methodology." 7(4): 2.37-271 Kahl. Douglas R.. Review of “Money Logic: Finan¬ cial Strategies for the Smart Investor.” 7(3); 217 Chen. Flaiyang. "An Analysis of Personal Finaneial Kahl. Douglas R.. Review of “Personal Finaneial Literaey Among College Students." 7(2); 107-128 Planning." 7( 1): 69-70 Compton. William S.. “A Tax-Free Exploitation of Kunkel. Robert A.. “A Tax-Free Exploitation of the the Turn-of-the-Month Effeet: C.R.E.F.." 7( 1): Turn-of-the-Month Effect: C.R.E.F.." 7(1): 11-23 11-23 Crutehley. Claire E.. “Shareholder Wealth Effeets of Lee. Euehun. “Planning to Move to Retirement Hous¬ CalPERS' Aetivism." 7(1): 1-10 ing." 7(4): 291-.3(X) Leggett. Keith. “Credit Union Structure: An Exami¬ Det/el. F. Larry. “Explaining Persistenee in Mutual nation of Potential Risks." 7(3); 207-215 Fund Performanee." 7( I): 4.3-.3.3 Louton. David A.. “The Rise and Fall of the ‘Dogs of Domian. Dale L.. “Term Spreads and Predietions of the Dow.’" 7(3); 145-1.59 Bond and StiKk Exeess Returns." 7( I); 25—14 Domian. Dale L.. “The Rise and Fall of the ‘Dogs of McGoun. Elton G.. “The SrK'iology of Personal Fi¬ the Dow.’" 7(3): I4.‘>-1.59 nance." 7(3): 161-173 324 Index / h'inimcial Sen ices Review 7 (IWR) J23-325 MiKhis. George P.. "Planning to Move to Retirement Russell. Judson W.. “The International Diversilieation Housing." 7(4); 291-3(K) Fallaey of Exehange-Listed .Seeurities." 7(2); 93-106 Montalto. Catherine Philips. "Mean and Pessiniistie Projeetions of Retirement Adequaey." 7(3); 173- Saporosehenko. Andy. "Do Dividend Reinvestment 193 Plans Contribute to Industrial Firm Value and Ef- Mossman. Charles E.. "The Rise and Fall of the ‘Dogs fieieney?" 7(4); 27.3-289 of the Dow.- 7(3); 145-139 Speneer. Austin H.. Review of "Histories of the Eight¬ ies. Lessons for the Future. Vol. I. Ameriean Fi- Nigro. Peter J., "Mutual Fund .Shareholders; Charae- nanee for the Twenty-lirst Century, and Asset Se¬ teristics. Investor Knowledge, and Sourees of In¬ curitization—Liquidity and Funds Management. formation.” 7(4); 301-316 Controller's Handbook." 7(4); 317-319 Strand. Robert. "Credit Union Structure; An Exami¬ Porter. Gary E.. "Performanee Persistenee of Experi- nation of Potential Risks." 7(3); 207-215 eneed Mutual Fund Managers." 7(1); 57-68 Timmons. J. Douglas. "Closed End Investment Com¬ panies; Historie Returns and Investment Strate¬ Reiehenstein. William. “Caleulating a Family's Asset gies.” 7(2); 8.3-93 Mix." 7(3); 193-206 Trifts. Jack W'.. “Performance Persistence of Experi¬ Reiehenstein. William. "Term Spreads and Predie- enced Mutual Fund Managers." 7(1); 37-68 tions of Bond and StcK'k Exeess Returns." 7( I); 23-44 Volpe. Ronald P.. "An Analysis of Personal Financial Reiehert. Carolyn. "Closed End Investment Compa¬ Literacy Among College Students." 7(2); 107-128 nies; Historie Returns and Investment Strategies." 7(2); 83-93 Weigand. Robert A.. "Explaining Persistence in Mu¬ Ridge. Jenny. "Innovations in Savings Sehemes; The tual Fund Performance." 7( I); 43-33 Bonus Bonds Trust in New Zealand." 7(2); 73-81 Robinson. Chris. “The StKiology of Personal Fi- Young. Martin. “Innovations in Savings Schemes; nanee." 7(3); 161-173 The Bonus Bonds Trust in New Zealand." 7(2); Russell. Judson W.. "Managing College Tuition Intla- 7.3-81 tion Using Surplus Framework Methixlology." 7(4); Yuh. Y(x»nkyung. "Mean and Pessimistic' Projections 237-271 of Retirement Adequacy." 7(3); 173-19.3 Titles ’“A Tax-Free Exploitation of the Turn-of-the-Month "Credit Union Structure; An Examination of Potential Effect; C.R.E.F.." Robert A. Kunkel. William S. Risks." Robert J. Boldin. Keith Leggett. Robert Compton. 7(1); 11-2.3 .Strand. 7(3); 207-213 "An Analysis of Personal Financial Literacy Ann)ng "Do Dividend Reinvestment Plans Contribute to In¬ College Students." Haiyang Chen. Ronald P. Volpe. 7(2); 107-128 dustrial Firm Value and Efficiency?." Andy Sapo- roschenko. 7(4); 27.3-289 "Calculating a Family's Asset Mix." William Reiehenstein. 7(3); 193-206 "Explaining Persistence in Mutual Fund Perfor¬ mance." F. Larry Detzel. Robert A. Weigand. 7( 1); "Closed End Investment Companies; Historic Returns 43-33 and Investment Strategies.” Carolyn Reichert. J. Douglas Timmons. 7(2); 8.3-93 "Innovations in Savings Schemes; The Bonus Bonds "Comment on Kenneth S. Bigel's Paper." Robert P. Trust in New Zealand." Jenny Ridge. Martin Goss. 7(4); 2.37-2.36 Young, 7(2); 7.3-81 Index / Finuiu Uil Senices Review 7 (IWH) 323-325 325 "Managing College Tuition Inflation Using Surplus Review of “Personal Financial Planning.” Douglas R. Framework Methodology.” Judson W. Russell. Kahl. 7( I): 69-70 Robert Bnxiks. 7(4): 257-271 Review of “The Wall Street Journal Interactive Edi¬ "Mean and Pessimistic Projections of Retirement Ad¬ tion internet site.” Richard F. Bicker. 7(3): 218- equacy.” Y(H)nkyung Yuh. Sherman Hanna. 221 Catherine Philips Montalto. 7(3): 175-193 “Mutual Fund Shareholders: Characteristics. Investor "Shareholder Wealth Effects of CalPERS’ Activism.” Knowledge, and Sources of Information.” Gordon Claire E. Crutchlcy. Carl D. Hudson. Marlin R. H. J. Alexander. Jonathan D. Jones. Peter J. Nigro. Jensen. 7(1): 1-10 7(4): 301-316 “ Term Spreads and Predictions of Bond and SttK'k "Performance Persistence of Experienced Mutual Excess Returns.” Dale L. Domian. William Fund Managers.” Gary E. Porter. Jack W. Trifts. Reichenstein. 7(1): 25-44 7( I): 57-68 "Planning to Move to Retirement H*)using.” Karen M. “The Correlations of Professionalization and Com¬ Gibler. George P. Mochis. Euehun Lee. 7(4): 291- pensation Sources with the Ethical Development 3(X) of Personal Investment Planners.” Kenneth S. Bi¬ gel. 7(4): 223-236 "‘Putting Your Money Where Your Mouth Is' A Pro- tile of Ethical Investors.” Diana Beal. Michelle "The International Diversification Fallacy of Ex¬ Goyen. 7(2): 129-143 change-Listed Securities.” Judson W. Russell. 7(2): 95-106 Review of “Histories of the Eighties. Lessons for the Future. Vol. 1.. American Finance for the Twenty- “The Rise and Fall of the “Dogs of the Dow '.” Dale L. first Century, and Asset Securitization—Liquidity Domian. David A. Louton. Charles E. Mossman. and Funds Management. Controller’s Handbwk.” 7(3): 145-159 Austin H. Spencer. 7(4): 317-319 Review of "Money Logic: Financial Strategies for the "The StK’iology of Personal Finance.” Chris Robin¬ Smart Investor." Douglas R. Kahl. 7(3): 217 son. Elton G. McGoun. 7(3): 161-173