Income inequality and financial overconfidence.

In this paper, we examine the relationship between income inequality and overconfidence. Using data from the FINRA Foundation's National Financial Capability Study, we measure respondents' self‐perceived and actual investment knowledge and thus identify overconfident individuals. We also identify fo...

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Publicado en:American Journal of Economics & Sociology Vol. 84; no. 2; pp. 273 - 297
Autores principales: Gottesman, Aron, Morey, Matthew
Formato: Artículo
Publicado: Wiley-Blackwell Mar2025
Materias:
Acceso en línea:Ver este registro en EBSCOhost
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      dt: Mar2025
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      pub: Wiley-Blackwell
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      tig:
        atl: Income inequality and financial overconfidence.
      aug:
        au:
          Gottesman, Aron
          Morey, Matthew
        affil: Lubin School of Business, Pace University, New York New York, , USA
      su:
        Income inequality
        Satisfaction
        Risk-taking behavior
        Financial literacy
        Financial risk
      sug:
        subj:
          Income inequality
          Satisfaction
          Risk-taking behavior
          Financial literacy
          Financial risk
      ab: In this paper, we examine the relationship between income inequality and overconfidence. Using data from the FINRA Foundation's National Financial Capability Study, we measure respondents' self‐perceived and actual investment knowledge and thus identify overconfident individuals. We also identify for each respondent their U.S. state of residence and the corresponding state‐level income inequality. We then examine the relationship between state‐level income inequality and overconfidence of the survey participants. Using a number of controls, several overconfidence measures, and two different datasets we find a positive and significant relationship between income inequality and overconfidence. We also find evidence that income inequality is positively related to financial satisfaction and financial risk taking. Indeed, we find that as inequality increases, poorer individuals increase their risk willingness.
      pubtype: Academic Journal
      doctype: Article
      src: R
    language: English
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