Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the cult of early retirement.
Quote of the Day
"No matter what stage you are at in your financial life, risk will always be relative to your personal situation."
(Nick)
Advisors
- If it isn't portfolio management, what is the true value-add of a financial advisor? (thebackcourtreport.com)
- How to split equity and compensation in a multi-manager advisory firm. (kitces.com)
- A big part of Charles Schwab's ($SCHW) business is as a custodian to the growing crowd of RIAs. (nytimes.com)
- Avoid advisors who are too focused on the superficial. (thereformedbroker.com)
Retirement plans
- Solo 401(k)s are not as paperwork intensive as they used to be. (aplaceofpossibility.com)
- Some additional uses for Roth IRAs. (genyplanning.com)
- Big companies like Microsoft ($MSFT) are stepping up their 401(k) game. (wsj.com)
Planning
- Imagine your future self to make better financial decisions. (peterlazaroff.com)
- 10 big questions to ask about retirement. (humbledollar.com)
Investing
- Six factors for measuring your risk tolerance. (alephblog.com)
- How much company stock is too much? (blogs.wsj.com)
Personal finance
- Seven phases on getting your financial life in order. (thereformedbroker.com)
- How to save money when you are young. (awealthofcommonsense.com)
- When you have a baby is a good time to get your financial life in order. (forbes.com)
- Personal finance lessons learned from some recent fiction. (nytimes.com)