Directory

Directory

Tom Potts, Ph.D.

Professor - Finance, Insurance & Real Estate

Contact Information

Email:  Tom_Potts@baylor.edu
Campus Phone:  (254) 710-6139
Fax:  (254) 710-1092
Mailing Address:  One Bear Place, #98004
Waco, TX  76798-8004
Office Location:  HSB 347

Educational Background

  • Ph D - Finance, UNIV ILLINOIS URBANA, 1978
  • MS - Economics, BAYLOR UNIVERSITY, 1971
  • BBA - Economics, BAYLOR UNIVERSITY, 1970

Work Experience

  • Member of National Board of Directors, Financial Planning Association (January 1, 2009 - December 31, 2011)
  • Member of national board of directors, Financial Planning Association (January 01, 2006 - December 31, 2008)

Awards and Honors

  • Distinguished Lifetime Achievement Award, Personal Financial Planning Association (March 02, 2007)

Licensures and Certifications

  • Certified Financial Planner, CFP Board (September 1987 - Present)

Professional Memberships

  • Member of national board of directors, Financial Planning Association

Publications

Basic or Discovery Scholarship

"Predictability of Fixed-Income Fund Returns," Journal of Financial Planning, Vol. 17, No. 11, (November 2004), pp. 62-71.

"Predictability of Bond Mutual Fund Returns," Financial Services Review, (November 2003) (coauthors: William R. Reichenstein).

"Effective Retirement for Family Business Owner-Managers: Perspectives of Financial Planners, Part II," Journal of Financial Planning, Vol. 14, No. 7, (July 2001), pp. 86-96 (coauthors: Fred S. Hulme, Margery Loeb, John Schoen).

"Effective Retirement for Family Business Owner-Managers: Perspectives of Financial Planners, Part I," Journal of Financial Planning, Vol. 14, No. 6, (June 2001), pp. 102-115 (coauthors: Fred S. Hulme, Margery Loeb, John Schoen).

Presentations and Proceedings

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