BUS-7120 V4

Asquith, P., & Weiss, L. A. (2016). Lessons in corporate finance: A case studies approach to financial tools, financial policies, and valuation. Wiley.
This text is considered an OER text which will be used throughout the course. It presents varied cases about financial tools, policies, and valuation. You will be expected to read various chapters.

• Read Chapter 13: The Time Value of Money: Discounting and Net Present Values
• Read Chapter 15: Valuation (Sungreen B)

Dzenopoljac, V., Alasadi, R., Zaim, H., & Bontis, N. (2018). Impact of knowledge management processes on business performance: Evidence from Kuwait. Knowledge and Process Management, 25(2), 77–87. https://doi.org/10.1002/kpm.1562

Chatterjee, S., & Fan, L. (2023). Surviving in financial advice deserts: limited access to financial advice and retirement planning behavior. International Journal of Bank Marketing, 41(1), 70–106.
The article presents financial advice in light of retirement planning behavior.

Favara, G., Gao, J., & Giannetti, M. (2021). Uncertainty, access to debt, and firm precautionary behavior. Journal of Financial Economics, 141(2), 436–453.
This article explores access to debt and firm precautionary behavior.

Li, Y. (2023). Pension plan types and social security knowledge: new survey evidence. Journal of Aging & Social Policy, 35(1), 1–19.
The article will explore pension plan types and social security options.

Mulvey, J. M., & Hao, H. (2020). Setting realistic goals for personal retirement planning via micro–macro analyses. The Journal of Retirement, 8(2), 23–38.
This article will explore goal setting and personal retirement when retiring.

Osmundsen, P., Levas, K., & Emhjellen, M. (2022). Investment allocation with capital constraints. Comparison of Fiscal Regimes. The Energy Journal (Cambridge, Mass.), 43(1), 263.
This article explores investment allocation and capital constraints.

Penn, L. T., & Lent, R. W. (2021). Retiring or rewiring? Test of a social cognitive model of retirement planning. Journal of Counseling Psychology, 68(5), 538–549.
This article explores the social cognitive model and retirement planning.

Qi, J., Chatterjee, S., & Liu, Y. (2022). Retirement preparedness of generation x compared to other cohorts in the United States. International Journal of Financial Studies, 10(2), 45.
This article explores retirement preparedness of the millennial generation when compared to other cohorts in the United States.

Wu, B., Wang, Q., Fang, C.-H., Tsai, F.-S., & Xia, Y. (2022). Capital flight for family? Exploring the moderating effects of social connections on capital outflow of family business. Journal of International Financial Markets, Institutions & Money, 77, 101491.
The article explores moderation effects of social connections on capital outflow of family businesses.