Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at what makes for a strong financial advisor brand.
Quote of the Day
"if your life needs a boost, try giving up something you enjoy, and replacing it with something that improves your life."
(Mr. Money Moustache)
Advisors
- Justin Castelli talks with Alan Moore about his 'barbell approach' to client success. (allaboutyourbenjamins.com)
- On the similarities between financial planning and wrestling. (allaboutyourbenjamins.com)
- Behavior is just as important as finance when it comes to retirement. (alphabaskets.com)
- How to choose between an AUM or retainer fee model. (kitces.com)
- How involved should advisors be in company-level ESG? (kitces.com)
Investing
- How having a tactical sleeve in your portfolio in retirement can smooth withdrawal angst. (blog.thinknewfound.com)
- Why you need an investment policy statement. (whitecoatinvestor.com)
- These apps are changing how Millennials think about money and investing. (medium.com)
- Your best investment is always in yourself. (awealthofcommonsense.com)
- What does it mean to be a fiduciary. (blog.independenceadvisors.com)
Retirement
- Retirees need help making decisions about Social Security. (investmentnews.com)
- New retirees are doing so with more mortgage debt. (papers.ssrn.com)
- How having kids can derail your retirement. (bloomberg.com)
Lists
- Five really bad financial excuses including "It’s okay to spend money if it cheers me up." (humbledollar.com)
- Four personal finance concepts everyone needs to understand. (artofmanliness.com)
- Ten questions to ask about your current use of debt. (humbledollar.com)
Personal finance
- How to set up an emergency fund. (peterlazaroff.com)
- How to create your own benefits package if you are self-employed. (genyplanning.com)
- How no-frills car ownership saves you money. (humbledollar.com)
- A deep dive into the new Bank of America Premium Rewards card. (businessinsider.com)
- How much NBA players actually net. (espn.com)
