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Jim Estes
Jim Estes
Professor of Finance California State University San Benardino
Verified email at csusb.edu
Title
Cited by
Cited by
Year
A Monte Carlo study of the strategies for 401 (k) plans: dollar-cost-averaging, value-averaging, and proportional rebalancing
H Chen, J Estes
Financial Services Review 19 (2), 95, 2010
272010
Value Averaging for 401 (k) Plans Hakes More'Cents' than Dollar-Cost Averaging.
H Chen, J Estes
Journal of Financial Planning 20 (2), 2007
162007
Tax Calendar Effects in the Municipal Bond Market: Tax‐Loss Selling and Cherry Picking by Investors and Market Timing by Fund Managers
H Chen, J Estes, T Ngo
Financial Review 46 (4), 703-721, 2011
132011
How the big tobacco deal went bad
J Estes
The New York Times. October 6, 2014
52014
A Comparison of Financial Analysis Software for Use in Financial Planning for Small Businesses.
J Estes, RS Savich
Journal of Financial Service Professionals 65 (2), 2011
42011
Political influences on Dow Jones Industrial Average index returns: perception and reality
H Chen, J Estes, G Richey
International Journal of Business Research 8 (1), 119-124, 2008
32008
Housing price dynamics in the greater Los Angeles metropolitan region
J Estes, G Richey
Economics & Business Journal: Inquiries & Perspectives 2 (1), 1-15, 2009
12009
Planning for Defined Pension Plans in Today's Environment
H Chen, J Estes
Journal of Financial Service Professionals 61 (3), 55, 2007
12007
Puerto Rican Bonds and the Liability for Investment Professionals
J Estes
Pan-Pacific Journal of Business Research 9 (1), 33-45, 2018
2018
The High Costs of Capital Appreciation Bonds and Their Contribution to the Disaster in Puerto Rico
B Hadley, J Estes
Journal of Applied Financial Research 1, 6-18, 2017
2017
TOBACCO SETTLEMENT BONDS: THE EFFECT OF SECURITIZATION ON THE CREDIT OF THE STATES USING CAPITAL APPRECIATION BONDS
J Estes, B Hadley
Pan-Pacific Journal of Business Research 7 (2), 27-39, 2016
2016
Puerto Rico’s Impending Defaults and Fall: Is There a Viable Solution?
B Hadley, J Estes
Journal of Finance Issues 15 (1), 44-58, 2016
2016
Tobacco Settlement Bonds: a Critical Analysis of 9 States and 3 Territories
J Estes, A Shiel
Pan-Pacific Journal of Business Research 6 (1), 21, 2015
2015
Our Benchmark Is Better Than Your Benchmark: The Municipal Bond Market
H Chen, J Estes, D Jubinski
Journal of Financial Planning 27 (7), 2014
2014
Our Benchmark is Better Than Your Benchamrk: The Case of Municipal Bond Market
H Chen, J Estes, D Jubinski
Taxation of Vaping and E Cigarettes by States and Municipalities to Offset Declining Revenue from the Master Tobacco Settlement Agreement
J Estes, B Hadley
Our Benchmark is Better Than Your Benchmark: The Municipal Bond Market
CFA Haiwei Chen, J Estes, D Jubinski
Advisers can gain exposure to stable dividends through ETFs, but it’s important to look under the hood.
H Evensky, PC Katt, H Chen, J Estes
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