Citation map · Study

SZodixStudyAcademic Library

Shelves Open access

Study · an open academic library·Metadata from OpenAlex (CC0)·Shelves·OpenAlex metadata, de-duplicated

Are individual investors tax savvy? Evidence from retail and discount brokerage accounts

8 references·16 citing·37 second hopsampled

FromToDepth

this work references cited by second hop· second hop is a sample of the most-cited connections

References

2001Boys will be Boys: Gender, Overconfidence, and Common Stock Investment5,215 cited
2000Trading Is Hazardous to Your Wealth: The Common Stock Investment Performance of Individual Investors3,953 cited
1998Are Investors Reluctant to Realize Their Losses?3,721 cited
1985The Disposition to Sell Winners Too Early and Ride Losers Too Long: Theory and Evidence3,550 cited
1999Do Investors Trade Too Much?2,245 cited
2004Optimal Asset Location and Allocation with Taxable and Tax‐Deferred Investing287 cited
1999Taxation and Household Portfolio Composition: U.S. Evidence from the 1980s and 1990s234 cited
1997Personal Investing: Advice, Theory, and Evidence173 cited

Cited by

2006Capital Gains Tax Overhang and Price Pressure144 cited
2006Tax‐Loss Selling and the January Effect: Evidence from Municipal Bond Closed‐End Funds135 cited
2006Do Noise Traders Move Markets?106 cited
2007Institutional and individual investor preferences for dividends and share repurchases103 cited
2016Restoring Rational Choice: The Challenge of Consumer Financial Regulation93 cited
2012Mutual Fund Tax Clienteles93 cited
2020Review on Efficiency and Anomalies in Stock Markets

Only edges whose both ends are imported exist here. Widen the year window, or show the whole map. Back to the work

89 cited

2007The tradeoff between mortgage prepayments and tax-deferred retirement savings82 cited

2008Taxable and Tax-Deferred Investing: A Tax-Arbitrage Approach74 cited

2011The Consequences of Financial Innovation: A Counterfactual Research Agenda69 cited

2005$100 Bills on the Sidewalk: Suboptimal Investment in 401(k) Plans68 cited

2008Ex-dividend day trading: Who, how, and why?67 cited

2004Tax-Motivated Trading by Individual Investors59 cited

2019Does Household Finance Matter? Small Financial Errors with Large Social Costs55 cited

2006Are stocks desirable in tax-deferred accounts?52 cited

2002Asset Allocation and Asset Location: Household Evidence from the Survey of Consumer Finances50 cited