3433-vol. 6 issue 2-3.pmd - iarfc
3433-vol. 6 issue 2-3.pmd - iarfc
3433-vol. 6 issue 2-3.pmd - iarfc
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Volume 6, Issue 2 & 3 75<br />
Ibbotson Associates. (2006). Stocks, bonds, bills and inflation, 2006<br />
yearbook. Chicago, IL: Ibbotson Associates.<br />
Gordon, R. J. (2006). Macroeconomics (10 th ed.). Boston: Pearson Education,<br />
2006.<br />
Markowitz, H. M. (1952). Portfolio selection. Journal of Finance, 7(1), 77-91.<br />
ORTEC International USA, Inc. (2004). OPAL. Retrieved April 27, 2007, from<br />
http://us.ortec.com/products/financial-planning/wealth-management/<br />
Raymond James. (2007). Retirement planning calculator. Retrieved April 12,<br />
2007, from http://www.raymondjames.com/retire_calc.htm<br />
Sharpe, W. F. (1964). Capital asset prices: A theory of market equilibrium<br />
under conditions of risk. Journal of Finance, 19(3), 425-442.<br />
Shiller, R. J. (2005). Irrational exuberance ( 2 nd ed.). Princeton: Princeton<br />
University Press.<br />
Siegel, J. J. (2002). Stocks for the long run (3 rd ed.). New York: McGraw Hill.<br />
Vanguard. (2007). How much should I save for retirement? (calculator).<br />
Retrieved April 12, 2007, from https://flagship.vanguard.com/VGApp/<br />
hnw/ planningeducation/general/<br />
PEdGPPlnToolsRetirementPlnContent.jsp<br />
van Welie, T., Janssen, R., & Hoogstrate, M. (2004). An integral approach to<br />
determining asset allocations. Journal of Financial Planning, 17(1), 50-<br />
55.<br />
Endnotes<br />
1<br />
The working spreadsheet model with technical explanations on the methodology and<br />
programming are available from the authors free of charge.<br />
Research & Theory<br />
Contact Information: Michael D. Everett, Ph.D., Professor, Department of<br />
Economics and Finance, College of Business and Technology, East Tennessee<br />
State University, ETSU P.O. Box 70686, Johnson City, TN 37614; Telephone:<br />
423-439-5926; E-mail everettm@etsu.edu; Fax: 423-439-8583<br />
Murray S. Anthony, Ph.D., CPA (Contact Author), Professor, Department of<br />
Accountancy, College of Business and Technology, East Tennessee State<br />
University, ETSU P.O. Box 70710, Johnson City, TN 37614; Telephone: 423-<br />
439-5302; E-mail anthonym@etsu.edu; Fax: 423-439-8659<br />
Gary D. Burkette, Ph.D., Associate Professor, Department of Accountancy,<br />
College of Business and Technology, East Tennessee State University, ETSU<br />
P.O. Box 70710, Johnson City, TN 37614; Telephone: 423-439-4432; E-mail:<br />
burkette@etsu.edu; Fax: 423-439-8659
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