Are individual investors tax savvy? Evidence from retail and discount brokerage accounts

By Brad M. Barber, Terrance Odean. 2004

151 citations recorded by the source corpus.

Subfields: Accounting, Finance

View Paper: https://www.semanticscholar.org/paper/1a639005d61d203f75ed86104cc9f69cbd1b3503

Citations in the corpus

• Do Dividend Clienteles Exist? Evidence on Dividend Preferences of Retail Investors (2006, unknown): “Consistent with the evidence in Barber and Odean (2004), averaging over all investors, we find that the average annual portfolio dividend yield (PDY) of investors with tax-deferred accounts is marginally greater (average difference = 0.32”