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 | 27 | 2010 |
Value Averaging for 401 (k) Plans Hakes More'Cents' than Dollar-Cost Averaging. H Chen, J Estes Journal of Financial Planning 20 (2), 2007 | 16 | 2007 |
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 | 13 | 2011 |
How the big tobacco deal went bad J Estes The New York Times. October 6, 2014 | 5 | 2014 |
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 | 4 | 2011 |
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 | 3 | 2008 |
Housing price dynamics in the greater Los Angeles metropolitan region J Estes, G Richey Economics & Business Journal: Inquiries & Perspectives 2 (1), 1-15, 2009 | 1 | 2009 |
Planning for Defined Pension Plans in Today's Environment H Chen, J Estes Journal of Financial Service Professionals 61 (3), 55, 2007 | 1 | 2007 |
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 | | |