Analyzing the Evidence: <i>Are Multiclass Mutual Funds the Right Choice?</i>

Handy, Jonathan; Ricketts, Jonathan; Smythe, Thomas I.

doi:10.3905/jii.2020.1.080

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Section 6: Concluding Remarks1

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Cited by 4 publications

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“…Notes 1 One could suggest that the use of a financial advisor could mitigate the need for improved financial literacy. However, and Handy, Smythe, and Ricketts (2020) document that retail mutual fund investors face the potential of being misled into sub-optimal funds by well-intentioned advisors.…”

Section: Section 6: Concluding Remarksmentioning

confidence: 99%

Improving collegiate financial literacy via financial education seminars

Handy,

Pontari,

Smythe

et al. 2021

FSR

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This paper describes a personal finance program (PFP) developed at a private liberal arts university aimed to improve financial literacy. We provide a program overview, with details about recruiting, pro- gram structure, and curriculum. Using a multivariate framework, we examine program effectiveness at improving students’ financial knowledge and confidence in their financial future. Our findings demon- strate that financial knowledge and confidence improve. Additionally, women (minorities) narrow their fi- nancial knowledge and confidence gaps when compared with men (Caucasians) and the control group. Finally, follow-up analyses show that increases in confidence appear justified (vs. misplaced) in that they are calibrated to increases in knowledge.

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Section: Section 6: Concluding Remarksmentioning

confidence: 99%