Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at why you need an investor policy statement.
Quote of the Day
"What many people really want from money is the ability to stop thinking about money. To stop caring about it so they can think about other stuff."
(Morgan Housel)
Advisors
- Why the need for advice never ends. (thereformedbroker.com)
- Ric Edelman on how technology is changing how advisors do their jobs. (etf.com)
- A Q&A with Tobin McDaniel of Charles Schwab ($SCHW) on Schwab Intelligent Portfolios. (fsrankings.com)
Membership
Retirement
- Retirement is simply out of reach for many Americans. (washingtonpost.com)
- 55% of Americans don't have access to a workplace retirement plan. (bloomberg.com)
- Research on how you should spend your money in retirement to boost happiness. (papers.ssrn.com)
- Retirement planning for the self-employed. (genyplanning.com)
Personal finance
- How a liability-driven investing approach would change your asset allocation. (beta.morningstar.com)
- Spending too much? Here are some small (and big) steps to take to trim things back. (peterlazaroff.com)
- Today's students are not prepared to make major financial decisions. (visualcapitalist.com)
- Stockpile just raised a wad of VC cash to extend its gift cards for stock business. (wsj.com)
- The case for getting rid of SSNs. (bloomberg.com)