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Wealth Holdings and Portfolio Allocation of the Elderly: The Role of Marital History

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Author Info
Aydogan Ulker () (Deakin University)
Abstract

This paper investigates the role of marital history in terms of explaining differences in wealth holdings and portfolio allocation of older individuals by studying data drawn from the Health and Retirement Study. Consistent with the previous literature, the results generally suggest that both men and women suffer from the negative shocks of past marital dissolutions in terms of household wealth accumulation. The significance level, however, differs across married couples, single males, and single females. Among currently married couples, the wealth gap between the stably married households and those who have some marital disruption experience is small enough in terms of overall wealth levels. This possibly suggests that, for those who remarry after divorce, there is recovery from the sufferings of marital disruptions, which have occurred earlier in the life cycle. While marital history variables turn out to be minor factors in explaining the dispersion in wealth holdings of currently single males, they play a major role in understanding that of single females. This is clearly consistent with previous work which concluded that after divorce both men and women suffer a decrease in well-being, but women’s decline is far more serious than men’s. The examination of the asset components of net worth also indicates that both the probability of owning a particular asset and the fraction of wealth allocated to that asset might vary depending on the elderly individuals’ marital history. The results are mixed in terms of gender and current marital status, which remind us the role of remarriage and gender specific responses to household dissolutions.

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File URL: http://www.deakin.edu.au/buslaw/aef/workingpapers/papers/2008_16eco.pdf
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Publisher Info
Paper provided by Deakin University, Faculty of Business and Law, School of Accounting, Economics and Finance in its series Economics Series with number 2008_16.

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Length: 37 pages
Date of creation: 26 Oct 2008
Date of revision:
Handle: RePEc:dkn:econwp:eco_2008_16

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Related research
Keywords: Wealth; Portfolio Allocation; Elderly; Marital History;

References listed on IDEAS
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  1. Gábor Kézdi & Robert J. Willis, 2003. "Who Becomes a Stockholder? Expectations, SUbjective Uncertainty, and Asset Allocation," Working Papers wp039, University of Michigan, Michigan Retirement Research Center. [Downloadable!]
  2. Siwan Anderson & Jean-Marie Baland, 2002. "The Economics Of Roscas And Intrahousehold Resource Allocation," The Quarterly Journal of Economics, MIT Press, vol. 117(3), pages 963-995, August. [Downloadable!] (restricted)
    Other versions:
  3. Christopher R. Udry & Esther Duflo, 2004. "Intrahousehold Resource Allocation in Cote D'Ivoire: Social Norms, Separate Accounts and Consumption Choices," Yale School of Management Working Papers ysm407, Yale School of Management. [Downloadable!]
    Other versions:
  4. Slesnick, Daniel T., 2002. "Prices and Regional Variation in Welfare," Journal of Urban Economics, Elsevier, vol. 51(3), pages 446-468, May. [Downloadable!] (restricted)
  5. James M. Poterba & Andrew A. Samwick, 1997. "Household Portfolio Allocation Over the Life Cycle," NBER Working Papers 6185, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  6. Matthew McKeever & Nicholas H. Wolfinger, 2001. "Reexamining the Economic Costs of Marital Disruption for Women," Social Science Quarterly, The Southwestern Social Science Association, vol. 82(1), pages 202-217. [Downloadable!] (restricted)
  7. B. Douglas Bernheim & Jonathan Skinner & Steven Weinberg, 2001. "What Accounts for the Variation in Retirement Wealth among U.S. Households?," American Economic Review, American Economic Association, vol. 91(4), pages 832-857, September. [Downloadable!] (restricted)
    Other versions:
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