Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the future for robo-advisors.
Quote of the Day
"The market for intelligent financial writing has probably always been small. Still, we need it to grow."
(Jonathan Clements)
Robo-advisors
- Robo-advisor technologies will transform advisors from knowledge workers into relationship workers. (kitces.com)
- How Google ($GOOGL) could become a dominant money manager. (forbes.com)
- A German robo-advisor start-up is moving beyond the ETF palette. (techcrunch.com)
Tax loss/gain harvesting
- Why tax-loss selling is worth your time and effort. (beta.morningstar.com)
- If you happen to find yourself in the lowest tax bracket think about taking some capital gains. (beta.morningstar.com)
Stuff
- Mutually-owned auto insurers seem to provide its policyholders with the best value. (nytimes.com)
- Some things to consider when deciding whether to buy or rent a home. (economistsview.typepad.com)
Personal finance
- Two key financial numbers you need to know. (jonathanclements.com)
- How not to ditch your investment plan. (blog.thinknewfound.com)
- Why MPT doesn't translate for retail investors. (blogs.cfainstitute.org)
- Investing a lump sum over a year minimizes regret but reduces returns. (personal.vanguard.com)
- A GAO report is highly critical of 401(k) rules and regulations. (bloomberg.com)
- "In fact, the new Department of Labor Fiduciary rule does not even apply to most 403(b) plans!" (tonyisola.com)
