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Richard Barrington

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How Nature Vs. Nurture Impact Your Spending Habits

Posted: 10/10/10 10:00 AM ET

You may have seen it before -- two siblings grow up to have radically different financial personalities, from their savings rates and spending habits to their attitudes toward debt. Or maybe one is a financial risk-taker with a portfolio of exotic investments, while the other is content with slow-and-steady rates on savings accounts.

How do you explain these differences? In a recent paper, a group of academic researchers looked at how nature and nurture affect financial behavior. They found that both nature and nurture play a role but that the influence of nurture changes as individuals accumulate experience over time.

The following are some observations on the paper "Nature or Nurture: What Determines Investor Behavior?" by Amir Barnea, Henrik Cronqvist and Stephan Siegel.

Nature and Financial Behavior

The study looked at the financial portfolios of twins. Because Sweden happened to have both a registry of twins and detailed financial information on individuals, the researchers were able to examine portfolios of over 37,000 twins, as well as a pool of non-twins of the same size. They sorted the twins into identical and fraternal categories to account for the degree of genetic similarity and also distinguished between twins raised together and those raised separately to identify differences in experience, or nurture.

The authors compared similarities and differences in portfolios with known shared environmental factors -- i.e., upbringing and personal experiences. They deduced that any unusual degree of similarity in the portfolio behaviors of twins that is not explained by environmental correlations is explainable by genetic factors.

Based on this methodology, the authors concluded that about one-third of portfolio behavior is genetically determined. Perhaps what is most striking is that this genetic factor appears to be lasting, even as each individual acquires a unique set of experiences.

Nurture and Financial Behavior

If nature, or genetics, accounts for one-third of financial behavior, does that mean that nurture plays a dominant role? Not necessarily. The researchers found that upbringing is an important factor in the investment behavior of young people but that its effect is replaced over time by the accumulated life experiences of the individual.

Another way to think of this is that, while your genetic makeup is permanent, your experiences are continually evolving. Childhood experiences are important, but as you age, other experiences become more significant.

Introducing Self-Determination

What does this mean to individuals who want to acquire better financial habits such as raising their savings rates? The study suggests that the die isn't already cast by your genetic makeup and your past experiences. As important as genetics and upbringing are, one of the most encouraging things about this study is the changing influence of experience over time.

In short, people can change their spending patterns, savings rates and investment decisions as they mature. Experience can be a teacher, and it can be a good teacher if you make it your business to improve your financial literacy and examine your decisions rationally.

You can't do anything about your genes, but you can influence your experiences. A little self-determination can help you break out of old habits and reinforce good savings behavior through first-hand practice. Nature and nurture may be powerful influences on financial habits, but self-determination allows you to alter the type of financial nurturing you give yourself over time.

The original article can be found at MoneyRates.com: Nature, Nuture, and Savings Rates
 
You may have seen it before -- two siblings grow up to have radically different financial personalities, from their savings rates and spending habits to their attitudes toward debt. Or maybe one is a...
You may have seen it before -- two siblings grow up to have radically different financial personalities, from their savings rates and spending habits to their attitudes toward debt. Or maybe one is a...
 
 
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07:55 AM on 10/12/2010
If spending and debt are your bad money habits, then visualize good money habits such as saving $25 a week and sticking to your budget. Focus on making more deliberate choices about when, where, and how to spend your money. If poverty and extreme frugality are your bad money habits (like me, I have a hard time enjoying my money), then focus on financial abundance and generosity towards yourself and others. Use the law of attraction: visualize what your ideal financial life looks like and stay focused. This money management tip is especially effective when when you discuss your financial goals with your partner, family members, and friends. Talking about your money goals can make them more real and tangible. And, talking can keep you accountable.
http://www.financemetrics.com/9-habits-that-keeps-you-from-having-money/
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09:33 AM on 10/11/2010
I know children in the same families who are raised differently--e.g. the youngest getting everything she wants, the blonde-haired, blue-eyed kid getting everything, etc.--and they behave accordingly. I know a family member who never wanted for anything and who only held a job a tiny portion of her adult life. She expects to retire on her inheritance, but her parents aren't that rich. Another daughter, same family, always had work harder for her parents' approval, and she's gotten good degrees, good jobs, and good savings. I think nurture matters a lot.
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LynnyC
02:11 PM on 10/11/2010
In my personal experience, my brother is the same as the person you just brought up. A person who never had to do chores because he was a boy and never was able to hold a job and stopped searching, and now he is eating into my mother's small amount of money which will be gone in 5 years if he keeps getting touch-iPods and Macbook Airs.

I on the other hand had to do chores because I am a girl, and I had to get some sort of job so I wouldn't have to stay home with my jerk brother, and be like him. Most of what made me financially responsible was seeing my mother and brother crash and burn. I know every set of twins has an evil one, and in this article, i would assume a lazy one. I don't mean pure evil, but one kid will always resent the other for being better behaved or getting better grades. Like I know one set of twins where one has a good job, and the other is a drug dealer. Then I know another set when one always got straight A's and made tons of friends, and the other one ditched classes and got into fights. Twins are definitely very different because they normally don't want to be the same, just like I don't want to be like my brother.
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Lawson Meadows
Plant in your kids, the seeds of greatness!
03:46 AM on 10/11/2010
Dear Richard,

Very interesting article. I believe financial knowledge is one of the five critical elements needed to become fully functional adults, and though experience apparently influences and can override genetic propensity and childhood experience deficiencies, I was happy to see that the effects of parental influence were seen to have impact.

It makes sense to start kids out on the highest plateau as possible regarding not just the knowledge of what money is (a tool), but how to think about their relationship with money (attitude), and what money does for them (choices).

It is great news that bad habits can and often tend to be corrected with time and accumulated positive experience, which means there is hope for more kids if we can only get more parents to take advantage of that possibility.

Thanks for the thoughts,

Lawson Meadows
recless
Evidence first. Believe later. Maybe.
12:33 AM on 10/11/2010
Nature vs. nurture has always been a false dichotomy. From finance to biological evolution the two play off each other and over time that helps drive evolution. It is nature AND nurture; not the two pitted against each other. They can conflict or they can "cooperate".
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VanessaFas
09:25 PM on 10/10/2010
I think nurture quickly becomes nature, as we are trained by watching what our parents do, and we tend to copy them, whether we like it or not. I grew up with a mother who seemed hell-bent on spending every dime she had at the mall, like it was a contest. Not until I got older did I realize that she was addicted. But when I had the chickenpox in the 5th grade, she dragged me to the mall to shop for dresses...that should have been my first clue. My father kept talking about saving, and was quite cheap, except where my mother was concerned. So I spent money I didn't have through my teens, and had a few financial crises before finally waking up, around age 30. I know more now about money than I think both of my parents. (Who have become hoarders, by the way.) And I try to be frank when discussing money with my kids. My husband and I lead by example. We are cheap, we don't eat out, we have older cars, we shop at thrift stores and discount supermarkets. Why? Because we get what our parents don't. It's not 'the guy wdies with the most stuff wins'...it's 'the guy who worries the least about money because he is smart with money wins'. And we don't worry.
05:20 PM on 10/10/2010
I'd have to say nurture influences me most. Neither of my parents are good with money and were constantly in debt. As a teen I babysat and waitressed and learned to spend my money as fast as I could because if I had even a dollar in my pocket there was a sudden list of things that I "owed" my parents for. When I started out my career I made sure not to mention that I was trying to put money into savings because I knew from experience I would be hit up for loans that would never be paid back. Because I learned from their mistakes I have worked very hard to pay off my student loans, keep a zero balance on my credit cards, and contribute to my savings but I sometimes have to make a conscious effort to not rush out on payday and spend crazy amounts on things I don't need. Old habits die hard. I still bail out my mother financially on occasion and now my adult brother who seems to have inherited our parents' money habits. I think our parents influence us but its up to us to follow good examples or learn from bad ones.
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VanessaFas
09:20 PM on 10/10/2010
You sound like me. Please stop bailing out your parents and brother. They are obviously not learning anything from their mistakes, and are relying on you to bail them out. Some people never learn, and some actually get worse as they get older. Please invest your money in yourself. You earne it.
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Lawson Meadows
Plant in your kids, the seeds of greatness!
03:24 AM on 10/11/2010
(Part Two...)

KEEP YOUR WORD: Remind them of the first payment a week ahead, then never say another word about it or any other payments... never! It is their job to remember, the first time was only a courtesy, which is how you should say it. The opportunity for the lesson arrives when they request another bailout, and you say NO if they have not make the payments as agreed. If fact that is what you say... "No, I can't loan you money because you chose not to repay me the last time I did, and until you do, I will not change my mind." (Keep your word!).

If they use the "you owe me" guilt line, simply say, "Well, as far as I can tell, I have already paid you whatever I may have owed in the past, but now, you owe me, and like I said, I won't be changing my mind." ... and then shut up... no babbling on; you said your peace; you're done.

Of course emergencies, real ones, are exceptions. But, even then, even with no contract, you should be unashamed to mention, after the fact, that you expect to be repaid, and invoke the same "lesson" if you are not.

Anger and resentment may occur; if you are in doubt about your ability to cope... seek counseling, and keep your voice low.

Good luck with this, and the maintenance of good money habits.

Lawson Meadows
02:33 PM on 10/14/2010
Luckily I think we've gotten past the "owing" phase, probably because I no longer send them money so much as the things they need. I sent money for a helmet so my brother could ride his moped safely and it turned into birthday presents for his girlfriend. I'll pay for an eye exam, food delivery, socks, etc but no more cash. I've noticed a bit more humbleness when I take them shopping like children and they treat it more like they're receiving a gift than a payout.
11:48 AM on 10/10/2010
What do you do when your teen daughter racks up debts on YOUR credit card?

TV Host Rene Syler weighs in with her advice on this tricky parenting issue…

http://www.goodenoughmother.com/2010/06/ask-rene-credit-crisis/
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09:30 AM on 10/11/2010
Why did you let your teen use your credit card? I know it's hard to read tone in a post like this, so please know I'm not intending a snarky tone. I just don't believe a teen should have unlimited access to a credit card for which he or she is not responsible. News laws are on your side to keep it out of her hands.

If she's at college and you're worried about emergencies, fear not. I moved more than a thousand miles from home, where I only knew one person, and never had an emergency that my checkbook couldn't handle.
11:00 AM on 10/10/2010
Let me be the first to post. I am not sure about the nature vs nurture part but I categorize my financial habits based on wants and needs, which are two different aspects of behavior. I know that different parts of our brains drive our wants and needs. In my book, wants are the feel good part of us. I want this big house because it will prove I am a good provider for my family, I want this new dress because it will make me feel better about myself. I need items that help me stay alive, such as food, medicine, shelter. It is when our wants out weigh the needs we find our selves in trouble. If we suddenly have spendable cash we tend to look around and see what it can be spent on for immediate gratification. Very few people will take that cash and save it for a rainy day. This country is in it's rainy day period and I can see those wants and needs so visibly. Is it nature vs nurture? I don't know but tend to believe that no matter how you are raised each individual will do it their own way.