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Some economists have argued that assortative mating between men and women has increased over the last several decades. Sociologists have argued that educational homogamy has increased. The two are conceptually distinct but often confused. We clarify the relation between the two and, using both the Current Population Surveys and the decennial Censuses/American Community Survey, show that neither conclusion is correct. Both are sensitive to how educational categories are chosen. The former is based on the use of inappropriate statistical techniques.

The purpose of this paper is to study two native and equal population groups, Finnish speakers and Swedish speakers in Finland, to examine whether there is income variation across couples that differ on ethno-linguistic composition, and if such variation can be attributed to differences in education, educational homogamy and other observable characteristics.

Using detailed register-based household data, the authors estimate OLS models to compare endogamous and exogamous couples with respect to income of the man, the woman, and both partners, respectively.

Endogamous Swedish-speaking couples are found to have on average 25 per cent higher income than other couples. The advantage is not related to differences in educational homogamy, but primarily to man’s income, and roughly half of the income difference is explained by the higher educational level of Swedish-speaking men in endogamous couples. Although women in endogamous Swedish-speaking couples are higher educated than other women, and there is a higher degree of educational homogamy in these couples, their education has only a modest bearing on the income differential.

In the case of Finland, educational homogamy does not affect income variation across native couples that differ on ethno-linguistic composition. Endogamous mate selection seems to increase economic inequality, uphold gender inequality, and help the native minority group in sustaining its own community.

Social mobility has long been viewed as an integrative mechanism for societies. For example, whereas earlier American researchers saw opportunities for social mobility as a vital factor in promoting political stability and the maximisation of equality of opportunity, more recent British sociologists have noted the role of social mobility in legitimising inequalities and impeding class formation and class action. Despite this stress on the importance of social mobility for societal stability, however, there has been little sustained empirical study of the influence of marital homogany either in terms of societal integration or the reproduction of class relations. Yet, as Jones (1987) notes, this neglect of the issue is somewhat puzzling. Not only have earlier studies of class phenomena such as Sorokin (1927) and Schumpeter (1951) paid considerable attention to marriage and the family in relation to social stability, class formation and class cohesion, but, marital patterns, in terms of the economic and social resources of parents, are consistently emphasised as one vital factor in accounting for the subsequent occupational achievements of children (Hayes and Miller, 1991; Miller and Hayes, 1990; Abbott and Sapsford, 1987; Boyd, 1985; Dale et.al., 1985; Cooney et.al., 1982; Marini, 1980) and the political attitudes of households in general (Leiulfsrud and Woodward, 1988, 1987; Abbott, 1987; Britten, 1984).

Age-difference in couple relationships in Mexico and Latin America has been a field of study predominantly approached by demographers and sociodemographers. In Western Europe and North America, the tendency is similar yet sociologists and anthropologists have contributed important knowledge to this discussion. The results of both groups of studies show that in most societies men marry and cohabitate with women younger than them and that in a rather small percentage women are older than men. The discussion on the reasons for which men prefer younger women or women prefer older men when marrying and cohabitating go from psychological to economic grounds. This study aims to contribute to the discussion on the reasons for which this pattern persists by study examining the narratives of 81 Mexican heterosexual men and women from three generations. This is done from a qualitative and sociological standpoint that approaches the age differences from the subjectivity and intimacy of the interviewees aiming to understand (i) the meanings of the age-gap and age discrepancy, (ii) the role of schooling and social class in the significance of the age-gap and age-discrepancy relationships, and (iii) the gender inequality in age-gap relationships. The data show that amid a vigorous and strong trend of unions between older men and younger women where great gender inequalities may persist, there are signs of cultural change that show the discomfort and stigma of such differences. This, rather than being a contradiction, reveals how schooling and social origin affect the resignification of the difference, and moreover, suggests that the power relations in the couple are more equitable.

Purpose: This study investigates how couple similarity in various aspects affects their life satisfaction and how these impacts vary across educational groups among the young married couples in Shanghai.

Methodology: This study employs the pooled data from three waves of the Fudan Yangtze River Delta Social Transformation Survey which sampled Shanghai youths born between 1980 and 1989, the first single-child generation. Couple similarity is evaluated through the comparison in age, hukou status, education, and income quartile between the husband and wife. Ordered logistic regression model is applied to assess the impacts of couple similarity on life satisfaction.

Findings: Marriage hypergamy in age, education, and income barely have any impacts on couples’ life satisfaction, while hukou comparison, as an important indication of social stratification in Shanghai, is strongly associated with life satisfaction. The couple in which husband holds the urban hukou and wife rural hukou as well as the couple in which both partners hold the urban hukou are significantly happier than those in which both partners hold the rural hukou. Such a positive impact is partially explained by the higher husband’s decision-making power in male-advantaged families. Moreover, husband’s urban hukou status is especially important for those without college education, but not for those with college education.

Values: This chapter highlights the importance of hukou hypergamy in life satisfaction for married couples, in particular, lower-educated couples in Shanghai. These findings reveal an implicit but persistent preference for male-dominated family model, where husbands retain a higher decision-making power that, in turn, promotes life satisfaction for both partners.

A number of major studies of social stratification have been conducted since the Second World War. Focusing on societal openness, or equality of opportunity, these studies have ranged from investigations of individual status attainment and mobility processes to the analysis of class closure and class conflict among groups. What these studies have mostly in common, however, is that the form of stratification within which mobility or class closure is considered is occupational. Also, they have almost entirely concentrated on the male population. Openness, or equality of opportunity, is usually assessed in terms of the association between fathers' and sons' occupations, or the relative chances a son has to inherit his father's class or status position (Dale et al, 1985). Low rates of inheritance, or a lack of association in class position across generations, are interpreted as indicating weak tendencies towards social closure between strata and classes. Strong associations, or low rates of class interchange, are taken as evidence of greater structuration.

This paper shows how a shorter fecundity horizon for females (a biological constraint) leads to age and educational disparities between husbands and wives. Empirical support is based on data from a natural experiment commencing before and ending after China’s 1980 one-child law. The results indicate that fertility in China declined by about 1.2–1.4 births per woman as a result of China’s anti-natalist policies. Concomitantly spousal age and educational differences narrowed by approximately 0.5–1.0 and 1.0–1.6 years, respectively. These decreases in the typical husband’s age and educational advantages are important in explaining the division of labor in the home, often given as a cause for the gender wage gap. Indeed, as fertility declined, which has been the historical trend in most developed countries, husband-wife age and educational differences diminished leading to less division of labor in the home and a smaller gender wage disparity. Unlike other models of division of labor in the home which rely on innately endogenous factors, this paper’s theory is based on an exogenous biological constraint.

This paper aims to examine the effect of China’s unique household registration system (hukou) on stock market participation.

In an effort to estimate the effect of hukou on households' financial behavior, we draw on data from China Family Panel Studies (CFPS) and use probit model and tobit model to test the effect of hukou on households stock market participation.

The results are with strong interpretative power over the limited participation of stock market in China-investors living in urban areas with urban hukou are more likely to participate in stock markets and allocate a larger fraction of financial assets to stocks and remarkably robust to a battery of robustness checks. The dual structure of social security caused by the household registration system could explain this result. Furthermore, marriage plays such a role of integrating social resources attached to hukou that only the marriage of individuals with urban hukou could significantly promote households' participation in the stock market. For married families, a household in which both husband and wife have urban hukou has a greater possibility to invest in stocks relative to those with rural hukou.

This paper contributes to the literature in two ways. First, much literature focuses on the stock market limited participation puzzle and gives explanations from the perspectives of individual heterogeneity and financial markets. This paper examines the effect of hukou. Such an idea is instructive to some developing countries where residents are treated differently because of the institutional reason. Second, the effects we find are economically meaningful. Our estimates indicate that medical insurance attached to hukou can explain almost 58% of the impact of hukou, which suggests that the key to reforming China's current household registration system is to make welfare separate from hukou. Moreover, homogamy based on hukou widens the gap of households' risky assets, which provides a new view to understand the income gap in the cities of China and the heterogeneous effect of marriage on stock market participation.

The gender-gap reversal in education could have far-reaching consequences for marriage and family lives in the United States. This study seeks to address the following question: As women increasingly marry men with less education than they have themselves, is the traditional male breadwinner model in marriage challenged?

This study takes a life course approach to examine how educational assortative mating shapes trajectories of change in female breadwinning status over the course of marriage. It uses group-based trajectory models to analyze data from the National Longitudinal Survey of Youth 1979.

The results reveal substantial movement by wives in and out of the primary breadwinner role across marital years and great heterogeneity in female breadwinning trajectories across couples. In addition, educational assortative mating plays a role in shaping female breadwinning trajectories: Compared with wives married to men whose educational levels equal or exceed their own, wives married to men with less education than themselves are more likely to have a continuously high probability of being primary earners and are also more likely to gradually or rapidly transition into primary earners if initially they are not.

This study examines couples’ breadwinning arrangements over an extended period of time and identifies qualitatively distinct patterns of change in female breadwinning that are not readily identifiable using ad hoc, ex ante classification rules. The findings suggest that future research on the economics of marriage and couple relations in families would benefit from a life course approach to conceptualizing couples’ dynamic divisions of breadwinning.