The Rodney L. White Center for Financial Research Saving and Investing for Early Retirement: A Theoretical Analysis

نویسندگان

  • Emmanuel Farhi
  • Stavros Panageas
چکیده

We study optimal consumption and portfolio choice in a framework where investors save for early retirement and assume that agents can adjust their labor supply only through an irreversible choice of their retirement time. We obtain closed form solutions and analyze the joint behavior of retirement time, portfolio choice, and consumption. Investing for early retirement tends to increase savings and stock market exposure, and reduce the marginal propensity to consume out of accumulated personal wealth. Contrary to common intuition, prior to retirement an investor might find it optimal to increase the proportion of financial wealth held in stocks as she ages, even when she receives a constant income stream and the investment opportunity set is also constant. This is particularly true when the wealth of the investor increases rapidly due to strong stock market performance, as was the case in the late 1990’s. JEL Codes: G0, E2

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تاریخ انتشار 2004