Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at how long you should keep certain financial paperwork.
Quote of the Day
"Too many investors own products that do no more than act as egregiously priced index funds. Many clients have portfolios created with no rhyme or reason. They own dozens of individual stocks and a dash of random mutual funds to trick the unknowing into believing that they are diversified."
(Anthony Isola)
Robo-advisers
- An overview of Betterment's financial planning model. (betterment.com)
- What's next for the robo-advisor industry? (blogs.cfainstitute.org)
Wealth management
- The state of the wealth management industry. (thereformedbroker.com)
- Three seismic shifts underway in wealth management. (t.co)
Sponsored link
Retirement
- How much money do you need at retirement? (awealthofcommonsense.com)
- You need to plan for retirement. (humbledollar.com)
- A look back at five years of early retirement. (financialsamurai.com)
401(k) plans
- A beginner's guide to 401(k) plans. (thesimpledollar.com)
- How to tell if you have a bad 401(k) plan. (peterlazaroff.com)
Personal finance
- Why the elderly are uniquely at-risk of financial scammers. (bloomberg.com)
- You need to the know the difference between the financial advisor you need and want. (fmdcapital.com)
- A Q&A with Jonathan DeYoe author of "Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend." (abnormalreturns.com)
- How to get the most out of a donor advised fund. (forbes.com)
- It's ok to have regrets. Just don't obsess over them. (nytimes.com)
- Five tips for a better trip. (humbledollar.com)
