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James Philpot - Missouri State University. Springfield, MO, US

James Philpot James Philpot

Associate Professor, Finance and General Business and Director of the Financial Planning Program | Missouri State University

Springfield, MO, UNITED STATES

Dr. Philpot specializes in personal finance and estate planning.

Spotlight

Biography

Dr. James Philpot, who specializes in personal finance and estate planning, also holds the Certified Financial Planner(TM) certification.

He was named “Outstanding Educator of the Year” for 2017 by the Southwestern Finance Association.

Industry Expertise (3)

Education/Learning Research Financial Services

Areas of Expertise (7)

Finance Business Personal Finance Estate Planning Corporate Governance Financial Planning Financial Education

Accomplishments (1)

Outstanding Educator of the Year (professional)

Southwestern Finance Association
2017

Education (1)

University of Arkansas: Ph.D., Finance 1994

Affiliations (3)

  • Southwestern Finance Association: President (2011)
  • Phi Beta Kappa : Member
  • Beta Gamma Sigma : Member

Languages (1)

  • English

Media Appearances (14)

What to Do If You’re Left Money in a Will

Student Loan Hero  online

2018-05-03

Dr. Philpot shares advice about dealing with money from wills.

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5 Things To Do On Personal Inventory Days

Forbes  online

2018-01-30

Dr. Philpot shares one thing you should do on a Personal Inventory Day.

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5 Investing Resolutions for the New Year

U.S. News Money  online

2018-01-08

Dr. Philpot advises to pick goals that are within your control.

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Ask the Experts: Best Credit Cards for College Students

WalletHub  online

2017-10-16

Dr. Philpot offers some extra-credit advice on the best ways for college students to use plastic and the biggest mistakes to avoid.

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5 Ways to Invest a Financial Windfall

U.S. News Money  online

2017-10-16

Dr. Philpot provides some insight about how to invest financial windfalls wisely.

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Financial spring cleaning II: Pay yourself

Springfield News-Leader  print

2017-06-10

Dr. Philpot discusses how we can focus on steps to take now that may simplify our life and improve our cash flows, either immediately or in the long term.

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Financial spring cleaning: Get organized

Springfield News-Leader  print

2017-06-04

Dr. Philpot discusses how we can harness our spring energy to organize, update, monitor and improve our finances.

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MSU professor recognized as Outstanding Educator of the Year

Springfield News-Leader  print

2017-03-25

Dr. James Philpot, associate professor of finance at Missouri State University, was recognized as “Outstanding Educator of the Year” for 2017 by the Southwestern Finance Association, SWFA.

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Big financial windfall? Take the annuity

Springfield News-Leader  print

2016-06-04

In my prior column, I discussed principles for dealing with financial windfalls. To reiterate, financial windfalls do happen. Most are not very large (maybe in the five-figure range), but sometimes much larger windfalls (6-plus figures) force us to decide whether to take a large lump sum or a series of annual payments. I propose that almost everyone will be better off with the annuity...

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Get Smart: How to Put Your Finances in Order

KSMU  radio

2016-02-09

Everybody wants financial freedom and to live comfortably, but it’s a daunting task. Dr. James Philpot, associate professor of finance at Missouri State University, explains what he means by getting your finances in order.

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How to Begin Financial Estate Planning

KSMU  radio

2015-12-29

When you die, will your survivors know your immediate wishes? They will if you have completed some basic financial estate planning. Dr. James Philpot, associate professor of finance at Missouri State University, first explains what the term means.

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Assets and liabilities: How are your numbers?

Springfield News-Leader  print

2015-11-28

Professional athletes are constantly evaluated by their numbers. A quarterback has a completion percentage, a pitcher an ERA. So how are your personal financial numbers? In my previous column (Sept. 27), I discussed the mechanics of constructing a personal balance sheet. In this column, I address common financial ratios for evaluating your personal balance sheet...

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Where are your financial strengths and weaknesses?

Springfield News-Leader  print

2015-09-26

How well off are you? Where are your financial strengths and weaknesses? In recent columns, my colleague Rayanna Anderson discussed using financial statements in managing a business. You can similarly approach your personal finances and goals, and in this column I will begin a series on personal financial statements by discussing the balance sheet...

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Estate planning: Your financial inventory

Springfield News-Leader  print

2015-03-28

Suppose a friend of yours has just died. You had previously agreed that when this time came, you would settle her estate. Once your initial shock and sadness passes, you might ask yourself, "Where do I begin?" In this column, we will consider an estate planning document that can help with this question — the financial inventory...

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Articles (5)

The Finance Committee of the Board and Financial Performance: A Resource Dependence Perspective Journal of Leadership, Accountability and Ethics

2013

This study examines whether properly staffed board-level finance committees improve firm performance. Using a sample of US firms, directors are categorized using resource dependence taxonomy. Hypotheses related to firm performance are formulated ...

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Women's roles on US Fortune 500 boards: Director expertise and committee memberships Journal of Business Ethics

2007

This study examines the presence and roles of female directors of US Fortune 500 firms, focusing on committee assignments and director background. Prior work from almost two decades ago concludes that there is a systematic bias against females in assignment ...

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African‐American Diversity in the Boardrooms of the US Fortune 500: director presence, expertise and committee membership Corporate Governance: An International Review

2007

This study examines participation of African-Americans on the boards and board committees of the US Fortune 500. Prior work suggests the use of committee assignment to discern active versus figurehead involvement on boards. We use a logistic regression model that ...

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Mutual fund performance and fund prospectus clarity Journal of Financial Services Marketing

2007

We conduct a cross-sectional examination of the writing clarity (readability) of mutual fund prospectuses from 20 major US mutual fund families. We focus on the language in the objective/strategy and principal risks sections, using Flesch scores and word counts to ...

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Manager characteristics and real estate mutual fund returns, risk and fees Managerial Finance

2006

The purpose of this paper is to analyze the effects of individual manager characteristics on real estate mutual fund (REMF) performance. Human capital theory predicts that factors like education, experience and professional certifications improve skill ...

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