Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the use of robo-advisors in retirement.
Quote of the Day
“Passive investing is a great way to free up time – to spend on planning, to spend on life choices, to spend on coaching and other areas...”
(Bernie Clark, head of Schwab Advisor Services)
Retirement
- Three tips for using an evidence-based approach to retirement planning. (blogs.cfainstitute.org)
- The biggest question in retirement isn't money, its purpose. (ofdollarsanddata.com)
- 6 things no one tells about retirement. (fool.com)
Investing
- Some things to be thankful for as an investor these days. (portfoliocharts.com)
- There are good reasons (and bad) to sell stocks. (humbledollar.com)
- How to deal with taxes when rebalancing. (obliviousinvestor.com)
Robo-advisors
- Paypal ($PYPL) is hooking up with robo-advisor Acorns. (wsj.com)
- Robo-advisors are just getting off the ground in the UK. (ft.com)
Donor advised funds
- Five questions to ask when choosing a donor-advised fund. (beta.morningstar.com)
- How donor advised funds can be a win-win for donors. (whitecoatinvestor.com)
- Three ways to maximize your charitable giving. (aplaceofpossibility.com)
Personal finance
- An example of why some advisors are just the worst. (thereformedbroker.com)
- Eight money mistakes to avoid in your 20s. (genyplanning.com)
- Ten financial principles worth following. (humbledollar.com)
- Variable annuities: just no. (tonyisola.com)
- Expect to be taxed at a lower rate in 2018? Accelerate deductions into 2017--and defer income until next year. (humbledollar.com)
- There is no perfect place to live. Everywhere has trade-offs. (getrichslowly.org)
