Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at how to retire earlier and what to expect along the way.
Quote of the Day
"We tend to have an easier time building relationships with people who look like us or our parents. That applies to clients as well as advisers. But it falls to the latter to do what’s necessary to overcome unconscious biases and appeal to a diverse client base."
(Paul McCaffrey)
Advisors
- Financial advisers need to become financial physicians. (blogs.cfainstitute.org)
- What risks are often forgotten when putting a financial plan together? (etf.com)
- How to use evidence-based investing to improve your practice. (thinkadvisor.com)
- As an advisor it's okay to say "I don't know." (danielsolin.com)
Abnormal Returns Memberships
Personal finance
- Don't forget about human capital when thinking about risk. (etf.com)
- An investing road map for retirees. (beta.morningstar.com)
- Three uses for your tax refund. (peterlazaroff.com)
- You don't need to be rich to enjoy the best things in life. (humbledollar.com)
Variable annuities
- How do variable annuities work? (obliviousinvestor.com)
- How to create your own variable annuity. (tonyisola.com)
