Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including how to talk with kids about money.
Robo-advisors
- The Schwab ($SCHW)-Wealthfront battle is good for investors. (howardlindzon.com)
- The robo-advisors really are all on the same side: lower costs. (mebfaber.com)
- Robo-advisors have the potential to disrupt ETFs with direct indexing. (kitces.com)
- A guide to understanding (and competing) with robo-advisors. (iheartwallstreet.com)
- Tax-loss harvesting may be overhyped. (pragcap.com)
Investing
- How should someone subscribing to a long-term, passive, buy-and-hold-and-rebalance strategy set their expectations? (basonasset.com)
- Some investor's expectations for the stock market have gotten ahead of themselves. (wsj.com)
- A simple quiz to take before investing dollar one. (fusion.net)
- A deep dive into the equity portion of Schwab's forthcoming Intelligent Portfolios solution. (etf.com)
- Direct indexing is the latest approach to maximize tax-loss harvesting opportunities. (wsj.com)
- Congress isn't doing much to protect average investors. (maliceforall.com)
Retirement
- On the benefits of small withdrawal rates in retirement. (alphabaskets.com)
- How retirees are letting their children hijack their retirements. (bloomberg.com)
- Where to retire? (nytimes.com)
- Five ways to raise financially savvy (and grateful) kids.* (fatherly.com)
Financial advisors
- Smart questions advisor clients should ask. (thereformedbroker.com)
- Eight sad examples of customers done wrong by a broker. (maliceforall.com)
- Nick Murray on why financial advisory is all about connecting with the client. (thinkadvisor.com)
- How to market to Millennials. (millennialinvest.com)
