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Portfolio Choice With Internal Habit Formation: A Life-Cycle Model With Uninsurable Labor Income Risk
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- Thomas Post & Helmut Gründl & Hato Schmeiser, 2006. "Portfolio management and retirement: what is the best arrangement for a family?," Financial Markets and Portfolio Management, Springer;Swiss Society for Financial Market Research, vol. 20(3), pages 265-285, September.
- Kim, Hugh H. & Maurer, Raimond & Mitchell, Olivia S., 2013.
"Time is money: Life cycle rational inertia and delegation of investment management,"
CFS Working Paper Series
2013/08, Center for Financial Studies (CFS).
- Hugh Hoikwang Kim & Raimond Maurer & Olivia S. Mitchell, 2013. "Time is Money: Life Cycle Rational Inertia and Delegation of Investment Management," NBER Working Papers 19732, National Bureau of Economic Research, Inc.
- Campanale Claudio & Fugazza Carolina, 2022. "Preference for Wealth and Life Cycle Portfolio Choice," Working papers 075, Department of Economics, Social Studies, Applied Mathematics and Statistics (Dipartimento di Scienze Economico-Sociali e Matematico-Statistiche), University of Torino.
- Francisco Gomes & Alexander Michaelides, 2005.
"Optimal Life‐Cycle Asset Allocation: Understanding the Empirical Evidence,"
Journal of Finance, American Finance Association, vol. 60(2), pages 869-904, April.
- Gomes, Francisco & Michaelides, Alexander, 2003. "Optimal life-cycle asset allocation: understanding the empirical evidence," LSE Research Online Documents on Economics 24900, London School of Economics and Political Science, LSE Library.
- Michaelides, Alexander & Gomes, Francisco J., 2005. "Optimal life cycle asset allocation : understanding the empirical evidence," LSE Research Online Documents on Economics 193, London School of Economics and Political Science, LSE Library.
- Michaelides, Alexander & Gomes, Francisco, 2005. "Optimal Life-Cycle Asset Allocation: Understanding the Empirical Evidence," CEPR Discussion Papers 4853, C.E.P.R. Discussion Papers.
- Thomas Davidoff & Jeffrey R. Brown & Peter A. Diamond, 2005.
"Annuities and Individual Welfare,"
American Economic Review, American Economic Association, vol. 95(5), pages 1573-1590, December.
- Thomas Davidoff & Jeffrey R. Brown & Peter A. Diamond, 2003. "Annuities and Individual Welfare," NBER Working Papers 9714, National Bureau of Economic Research, Inc.
- Johannes Binswanger, 2005. "Risk Management of Pension Systems from the Perspective of Loss Aversion," CESifo Working Paper Series 1572, CESifo.
- Andreas Fagereng & Charles Gottlieb & Luigi Guiso, 2017.
"Asset Market Participation and Portfolio Choice over the Life-Cycle,"
Journal of Finance, American Finance Association, vol. 72(2), pages 705-750, April.
- Luigi Guiso & Charles Gottlieb & Andreas Fagereng, 2012. "Asset Market Participation and Portfolio Choice over the Life-Cycle," 2012 Meeting Papers 783, Society for Economic Dynamics.
- Andreas Fagereng & Charles Gottlieb & Luigi Guiso, 2013. "Asset Market Participation and Portfolio Choice over the Life-Cycle," Economics Working Papers ECO2013/07, European University Institute.
- Fagereng, Andreas & Gottlieb, Charles & Guiso, Luigi, 2015. "Asset market participation and portfolio choice over the life-cycle," SAFE Working Paper Series 115, Leibniz Institute for Financial Research SAFE.
- Guiso, Luigi & Gottlieb, Charles & Fagereng, Andreas, 2013. "Asset Market Participation and Portfolio Choice over the Life Cycle," CEPR Discussion Papers 9691, C.E.P.R. Discussion Papers.
- Andreas Fagereng & Charles Gottlieb & Luigi Guiso, 2013. "Asset Market Participation and Portfolio Choice over the Life-Cycle," EIEF Working Papers Series 1326, Einaudi Institute for Economics and Finance (EIEF), revised Oct 2013.
- Andreas Fagereng & Charles Gottlieb & Luigi Guiso, 2013. "Asset market participation and portfolio choice over the life-cycle," Discussion Papers 758, Statistics Norway, Research Department.
- Khorunzhina, Natalia, 2013.
"Structural estimation of stock market participation costs,"
Journal of Economic Dynamics and Control, Elsevier, vol. 37(12), pages 2928-2942.
- Khorunzhina, Natalia, 2011. "Dynamic Stock Market Participation of Households," MPRA Paper 35310, University Library of Munich, Germany.
- Carolina Achury & Sylwia Hubar & Christos Koulovatianos, 2012.
"Saving Rates and Portfolio Choice with Subsistence Consumption,"
Review of Economic Dynamics, Elsevier for the Society for Economic Dynamics, vol. 15(1), pages 108-126, January.
- Carolina Achury & Sylwia Hubar & Christos Koulovatianos, 2010. "Saving Rates and Portfolio Choice with Subsistence Consumption," Discussion Papers 10/01, University of Nottingham, Centre for Finance, Credit and Macroeconomics (CFCM).
- Achury, Carolina & Hubar, Sylwia & Koulovatianos, Christos, 2011. "Saving rates and portfolio choice with subsistence consumption," CFS Working Paper Series 2011/06, Center for Financial Studies (CFS).
- Zhou, Y., 2014. "Essays on habit formation and inflation hedging," Other publications TiSEM 4886da12-1b84-4fd9-aa07-3, Tilburg University, School of Economics and Management.
- Salamanca, Nicolás & de Grip, Andries & Sleijpen, Olaf, 2020.
"How People React to Pension Risk,"
IZA Discussion Papers
13077, Institute of Labor Economics (IZA).
- Nicolás Salamanca & Andries de Grip & Olaf Sleijpen, 2020. "How People React to Pension Risk," Melbourne Institute Working Paper Series wp2020n05, Melbourne Institute of Applied Economic and Social Research, The University of Melbourne.
- Hubar, Sylwia & Koulovatianos, Christos & Li, Jian, 2020.
"The role of labor-income risk in household risk-taking,"
European Economic Review, Elsevier, vol. 129(C).
- Hubar, Sylwia & Koulovatianos, Christos & Li, Jian, 2020. "The role of labor-income risk in household risk-taking?," CFS Working Paper Series 640, Center for Financial Studies (CFS).
- Francisco Gomes & Alex Michaelides, 2003. "(UBS Pensions series 20) Optimal Life-Cycle Asset Allocation: Understanding the Empirical Evidence," FMG Discussion Papers dp474, Financial Markets Group.
- Binswanger, J., 2008.
"Towards Understanding Life Cycle Saving Of Boundedly Rational Agents : A Model With Feasibility Goals - Replaced by CentER Discussion Paper 2010-138,"
Other publications TiSEM
96691d61-ad35-456d-baf5-2, Tilburg University, School of Economics and Management.
- Binswanger, J., 2008. "Towards Understanding Life Cycle Saving Of Boundedly Rational Agents : A Model With Feasibility Goals - Replaced by CentER Discussion Paper 2010-138," Discussion Paper 2008-14, Tilburg University, Center for Economic Research.
- Post, Thomas & Gründl, Helmut & Schmit, Joan & Zimmer, Anja, 2008. "The impact of individual investment behavior for retirement welfare: Evidence from the United States and Germany," SFB 649 Discussion Papers 2008-037, Humboldt University Berlin, Collaborative Research Center 649: Economic Risk.
- Moreira, Alan & Muir, Tyler, 2019. "Should Long-Term Investors Time Volatility?," Journal of Financial Economics, Elsevier, vol. 131(3), pages 507-527.
- Francisco Gomes & Michael Haliassos & Tarun Ramadorai, 2021.
"Household Finance,"
Journal of Economic Literature, American Economic Association, vol. 59(3), pages 919-1000, September.
- Haliassos, Michael & Gomes, Francisco, 2020. "Household Finance," CEPR Discussion Papers 14502, C.E.P.R. Discussion Papers.
- Gomes, Francisco J. & Haliassos, Michael & Ramadorai, Tarun, 2020. "Household finance," IMFS Working Paper Series 138, Goethe University Frankfurt, Institute for Monetary and Financial Stability (IMFS).
- repec:hum:wpaper:sfb649dp2008-037 is not listed on IDEAS
- Holger Kraft & Claus Munk & Sebastian Wagner, 2018.
"Housing Habits and Their Implications for Life-Cycle Consumption and Investment [The evolution of homeownership rates in selected OECD countries: demographic and public policy influences],"
Review of Finance, European Finance Association, vol. 22(5), pages 1737-1762.
- Kraft, Holger & Munk, Claus & Wagner, Sebastian, 2015. "Housing habits and their implications for life-cycle consumption and investment," SAFE Working Paper Series 85, Leibniz Institute for Financial Research SAFE, revised 2015.
- Binswanger, Johannes, 2010.
"Understanding the heterogeneity of savings and asset allocation: A behavioral-economics perspective,"
Journal of Economic Behavior & Organization, Elsevier, vol. 76(2), pages 296-317, November.
- Johannes Binswanger, 2010. "Understanding the Heterogeneity of Savings and Asset Allocation: A Behavioral-Economics Perspective," Post-Print hal-00870188, HAL.
- Johdo, Wataru, 2009. "Habit persistence and stagnation," Economic Modelling, Elsevier, vol. 26(5), pages 1110-1114, September.
- Haijun Wang & L. Steven Hou, 2015. "Robust Consumption and Portfolio Choice with Habit Formation, the Spirit of Capitalism and Recursive Utility," Annals of Economics and Finance, Society for AEF, vol. 16(2), pages 393-416, November.
- Binswanger, J., 2008.
"A Simple Bounded-Rationality Life Cycle Model,"
Discussion Paper
2008-13, Tilburg University, Center for Economic Research.
- Binswanger, J., 2008. "A Simple Bounded-Rationality Life Cycle Model," Other publications TiSEM 9b02a536-3ba9-43ba-b2ea-3, Tilburg University, School of Economics and Management.
- Kartik Athreya & Felicia Ionescu & Urvi Neelakantan, 2023.
"Stock Market Participation: The Role of Human Capital,"
Review of Economic Dynamics, Elsevier for the Society for Economic Dynamics, vol. 47, pages 1-18, January.
- Kartik Athreya & Felicia Ionescu & Urvi Neelakantan, 2021. "Online Appendix to "Stock Market Participation: The Role of Human Capital"," Online Appendices 18-378, Review of Economic Dynamics.
- Karthik Athreya & Felicia Ionescu & Urvi Neelakantan, 2021. "Code and data files for "Stock Market Participation: The Role of Human Capital"," Computer Codes 18-378, Review of Economic Dynamics.
- Patrick Reichert & Marek Hudon & Ariane Szafarz & Robert K. Christensen, 2021. "Crowding-In or Crowding-Out? How Subsidies Signal the Path to Financial Independence of Social Enterprises," Working Papers CEB 21-014, ULB -- Universite Libre de Bruxelles.
- Francisco Gomes & Alexander Michaelides, 2008.
"Asset Pricing with Limited Risk Sharing and Heterogeneous Agents,"
The Review of Financial Studies, Society for Financial Studies, vol. 21(1), pages 415-448, January.
- Gomes, Francisco & Michaelides, Alexander, 2005. "Asset pricing with limited risk sharing and heterogeneous agents," LSE Research Online Documents on Economics 24649, London School of Economics and Political Science, LSE Library.
- Michaelides, Alexander & Gomes, Francisco, 2007. "Asset Pricing with Limited Risk Sharing and Heterogeneous Agents," CEPR Discussion Papers 6136, C.E.P.R. Discussion Papers.
- Gomes, Francisco & Fugazza, Carolina & Campanale, Claudio, 2015. "Life-Cycle Portfolio choice with Liquid and Illiquid Assets," CEPR Discussion Papers 10369, C.E.P.R. Discussion Papers.
- Jessica A. Wachter & Motohiro Yogo, 2010.
"Why Do Household Portfolio Shares Rise in Wealth?,"
The Review of Financial Studies, Society for Financial Studies, vol. 23(11), pages 3929-3965, November.
- Motohiro Yogo & Jessica Wachter, 2007. "Why do Household Portfolio Shares Rise in Wealth?," 2007 Meeting Papers 929, Society for Economic Dynamics.
- Jessica A. Wachter & Motohiro Yogo, 2010. "Why Do Household Portfolio Shares Rise in Wealth?," NBER Working Papers 16316, National Bureau of Economic Research, Inc.
- Gust, Christopher & López-Salido, David, 2014.
"Monetary policy and the cyclicality of risk,"
Journal of Monetary Economics, Elsevier, vol. 62(C), pages 59-75.
- López-Salido, J David & Gust, Christopher, 2010. "Monetary Policy and the Cyclicality of Risk," CEPR Discussion Papers 7727, C.E.P.R. Discussion Papers.
- Christopher J. Gust & J. David López-Salido, 2010. "Monetary policy and the cyclicality of risk," International Finance Discussion Papers 999, Board of Governors of the Federal Reserve System (U.S.).
- Kartik B. Athreya & Felicia Ionescu & Urvi Neelakantan, 2015.
"Stock Market Investment: The Role of Human Capital,"
Finance and Economics Discussion Series
2015-65, Board of Governors of the Federal Reserve System (U.S.).
- Kartik B. Athreya & Felicia Ionescu & Urvi Neelakantan, 2015. "Stock Market Investment: The Role of Human Capital," Working Paper 15-7, Federal Reserve Bank of Richmond.
- Luik, Marc-André & Berlemann, Michael, 2014.
"Institutional Reform and Depositors’ Portfolio Choice: Evidence from Censored Quantile Regressions,"
VfS Annual Conference 2014 (Hamburg): Evidence-based Economic Policy
100291, Verein für Socialpolitik / German Economic Association.
- Michael Berlemann & Marc-André Luik, 2014. "Institutional Reform and Depositors' Portfolio Choice - Evidence from Censored Quantile Regressions," CESifo Working Paper Series 4782, CESifo.
- Astrid Matthey & Nadja Dwenger, 2007.
"Don't aim too high: the potential costs of high aspirations,"
Jena Economics Research Papers
2007-097, Friedrich-Schiller-University Jena.
- Matthey, Astrid & Dwenger, Nadja, 2008. "Don't aim too high: The potential costs of high aspirations," SFB 649 Discussion Papers 2008-011, Humboldt University Berlin, Collaborative Research Center 649: Economic Risk.
- Matthey, Astrid, 2005. "Getting used to risks: Reference dependence and risk inclusion," SFB 649 Discussion Papers 2005-036, Humboldt University Berlin, Collaborative Research Center 649: Economic Risk.
- Amadeu DaSilva & Mira Farka & Christos Giannikos, 2011. "Habit Formation in an Overlapping Generations Model with Borrowing Constraints," European Financial Management, European Financial Management Association, vol. 17(4), pages 705-725, September.
- Raffaele Miniaci & Sergio Pastorello, 2010.
"Mean-variance econometric analysis of household portfolios,"
Journal of Applied Econometrics, John Wiley & Sons, Ltd., vol. 25(3), pages 481-504.
- Raffaele Miniaci & Sergio Pastorello, 2008. "Mean-Variance Econometric Analysis of Household Portfolios," Working Papers 0807, University of Brescia, Department of Economics.
- Julio Gálvez & Gonzalo Paz-Pardo, 2022.
"Richer earnings dynamics, consumption and portfolio choice over the life cycle,"
Working Papers
2241, Banco de España.
- Gálvez, Julio & Paz-Pardo, Gonzalo, 2023. "Richer earnings dynamics, consumption and portfolio choice over the life cycle," Working Paper Series 2810, European Central Bank.
- Ms. Sònia Muñoz, 2006. "Habit Formation and Persistence in Individual Asset Portfolio Holdings: The Case of Italy," IMF Working Papers 2006/029, International Monetary Fund.
- repec:hum:wpaper:sfb649dp2005-036 is not listed on IDEAS
- Bambi, Mauro & Gozzi, Fausto, 2020.
"Internal habits formation and optimality,"
Journal of Mathematical Economics, Elsevier, vol. 91(C), pages 165-172.
- Mauro Bambi & Fausto Gozzi, 2019. "Internal Habit Formation and Optimality," Working Papers 2019_01, Durham University Business School.
- van Bilsen, Servaas & Linders, Daniël, 2019. "Affordable and adequate annuities with stable payouts: Fantasy or reality?," Insurance: Mathematics and Economics, Elsevier, vol. 86(C), pages 19-42.
- Binswanger, J., 2010.
"Towards Understanding Life Cycle Savings of Boundedly Rational Agents : A Model with Feasibility Goals (Revision of DP 2008-14),"
Other publications TiSEM
63db6161-5b89-4743-b3b1-b, Tilburg University, School of Economics and Management.
- Binswanger, J., 2010. "Towards Understanding Life Cycle Savings of Boundedly Rational Agents : A Model with Feasibility Goals (Revision of DP 2008-14)," Discussion Paper 2010-138, Tilburg University, Center for Economic Research.
- Binswanger, Johannes, 2011.
"Dynamic decision making with feasibility goals: A procedural-rationality approach,"
Journal of Economic Behavior & Organization, Elsevier, vol. 78(3), pages 219-228, May.
- Johannes Binswanger, 2011. "Dynamic decision making with feasibility goals: A procedural-rationality approach," Post-Print hal-00989522, HAL.
- Tong-yob Nam, 2021. "Geographic Heterogeneity in Housing Market Risk and Portfolio Choice," The Journal of Real Estate Finance and Economics, Springer, vol. 62(4), pages 508-547, May.
- Chen, Guodong & Lee, Minjoon & Nam, Tong-yob, 2020.
"Forced retirement risk and portfolio choice,"
Journal of Empirical Finance, Elsevier, vol. 58(C), pages 293-315.
- Guodong Chen & Minjoon Lee & Tong-yob Nam, 2018. "Forced Retirement Risk and Portfolio Choice," Carleton Economic Papers 18-06, Carleton University, Department of Economics.
- Bremus, Franziska M. & Kuzin, Vladimir, 2014.
"Unemployment and portfolio choice: Does persistence matter?,"
Journal of Macroeconomics, Elsevier, vol. 40(C), pages 99-113.
- Vladimir Kuzin & Franziska Bremus, 2010. "Unemployment and Portfolio Choice: Does Persistence Matter?," Working Paper / FINESS 4.5, DIW Berlin, German Institute for Economic Research.
- Vladimir Kuzin & Franziska Bremus, 2010. "Unemployment and Portfolio Choice: Does Persistence Matter?," Discussion Papers of DIW Berlin 978, DIW Berlin, German Institute for Economic Research.
- Franziska M. Bremus & Vladimir Kuzin, 2011. "Unemployment and Portfolio Choice: Does Persistence Matter?," IAW Discussion Papers 77, Institut für Angewandte Wirtschaftsforschung (IAW).
- Antoine Bommier, 2008. "Rational Impatience ?," Working Papers hal-00441880, HAL.
- Thomas Q. Pedersen, 2008. "Intertemporal Asset Allocation with Habit Formation in Preferences: An Approximate Analytical Solution," CREATES Research Papers 2008-60, Department of Economics and Business Economics, Aarhus University.
- Carolina Achury & Sylwia Hubar & Christos Koulovatianos, 2012.
"Saving Rates and Portfolio Choice with Subsistence Consumption,"
Review of Economic Dynamics, Elsevier for the Society for Economic Dynamics, vol. 15(1), pages 108-126, January.
- Carolina Achury & Sylwia Hubar & Christos Koulovatianos, 2011. "Online Appendix to "Saving Rates and Portfolio Choice with Subsistence Consumption"," Online Appendices 10-11, Review of Economic Dynamics.
- Cherbonnier, Frédéric & Gollier, Christian, 2015. "Decreasing aversion under ambiguity," Journal of Economic Theory, Elsevier, vol. 157(C), pages 606-623.
- Yunker, James A. & Melkumian, Alla A., 2010. "The effect of capital wealth on optimal diversification: Evidence from the Survey of Consumer Finances," The Quarterly Review of Economics and Finance, Elsevier, vol. 50(1), pages 90-98, February.
- Jason S. Seligman & Jeffrey B. Wenger, 2005. "Asynchronous Risk: Unemployment, Equity Markets, and Retirement Savings," Upjohn Working Papers 05-114, W.E. Upjohn Institute for Employment Research.
- Florian Zainhofer, 2007. "Life Cycle Portfolio Choice: A Swiss Perspective," Swiss Journal of Economics and Statistics (SJES), Swiss Society of Economics and Statistics (SSES), vol. 143(II), pages 187-238, June.
- Buss, Adrian & Vilkov, Grigory & Uppal, Raman, 2020. "Investor Sophistication and Portfolio Dynamics," CEPR Discussion Papers 15116, C.E.P.R. Discussion Papers.
- Lynch, Anthony W. & Tan, Sinan, 2011. "Labor income dynamics at business-cycle frequencies: Implications for portfolio choice," Journal of Financial Economics, Elsevier, vol. 101(2), pages 333-359, August.
- Wachter, Jessica A., 2005.
"Solving models with external habit,"
Finance Research Letters, Elsevier, vol. 2(4), pages 210-226, December.
- Jessica A. Wachter, 2005. "Solving Models with External Habit," NBER Working Papers 11559, National Bureau of Economic Research, Inc.
- Servaas van Bilsen & Roger J. A. Laeven & Theo E. Nijman, 2020. "Consumption and Portfolio Choice Under Loss Aversion and Endogenous Updating of the Reference Level," Management Science, INFORMS, vol. 66(9), pages 3927-3955, September.
- Thakurata, Indrajit, 2021. "Optimal portfolio choice with stock market entry costs and human capital investments: A developing country model," International Review of Economics & Finance, Elsevier, vol. 73(C), pages 175-195.
- Anthony W. Lynch & Sinan Tan, 2004. "Explaining the Magnitude of Liquidity Premia: The Roles of Return Predictability, Wealth Shocks and State-Dependent Transaction Costs," NBER Working Papers 10994, National Bureau of Economic Research, Inc.
- Giuseppe Cappelletti, 2012. "Do wealth fluctuations generate time-varying risk aversion? Italian micro-evidence on household asset allocation," Temi di discussione (Economic working papers) 845, Bank of Italy, Economic Research and International Relations Area.
- Bu, Di & Hanspal, Tobin & Liao, Yin & Liu, Yong, 2021. "Risk taking, preferences, and beliefs: Evidence from Wuhan," SAFE Working Paper Series 301, Leibniz Institute for Financial Research SAFE.
- Chen, Xi, 2018. "Optimal life cycle mortgage and portfolio choices in the presence of the affordability constraint," Journal of Housing Economics, Elsevier, vol. 39(C), pages 1-16.
- Jeffrey Wenger & Christian E. Weller, 2008. "The Interplay between Labor and Financial Markets: What are the Implications for Defined Contribution Accounts?," Working Papers wp162, Political Economy Research Institute, University of Massachusetts at Amherst.
- Markus K. Brunnermeier & Stefan Nagel, 2006. "Do Wealth Fluctuations Generate Time-varying Risk Aversion? Micro-Evidence on Individuals' Asset Allocation," NBER Working Papers 12809, National Bureau of Economic Research, Inc.
- Bovenberg, A.L. & Koijen, R.S.J. & Nijman, T.E. & Teulings, C.N., 2007. "Saving and investing over the life cycle and the role of collective pension funds," Other publications TiSEM 6eab1341-eda5-4f21-8c06-8, Tilburg University, School of Economics and Management.