Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the lengths to which advisors will go to accommodate clients.
Quote of the Day
"You are not your investments. Thinking otherwise puts us at risk of committing a mortal sin of investing, if we allow defensiveness to cloud our scrutiny of a prior decision."
(Ravi Varghese)
Robo-advisors
- Wealthy advisors are doing more than flirt with robo-advisors. (bloomberg.com)
- The robo-advisor space is getting crowded. (investmentnews.com)
- How would a SnapChat robo-advisor work? (wmtoday.com)
Spending
- Five steps to avoid lifestyle creep. (castlebaram.com)
- This guy will help you negotiate a lower cable bill...for a fee. (nytimes.com)
- Buying a house is overrated. (marketwatch.com)
Personal finance
- Why dynamic asset allocation matters MORE in retirement. (bsam.com)
- Don't borrow to invest. Seriously. (bloomberg.com)
- Should we encourage investors to buy shares at the checkout line? (time.com)
- How MaxMyInterest can help advisors manage cash more effectively for clients. (kitces.com)
- "Ruin probabilities" don't do clients any favors. (cfapubs.org)
- Why autonomy is great for RIAs. (blogs.cfainstitute.org)
- Life is uncertain. So is our financial life. (nytimes.com)
