Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at how assets break down across net worth categories.
Advisors
- $2 million in revenue is typically where a 'practice' becomes a 'business.' (thinkadvisor.com)
- Is manager selection worth it for financial advisors? (researchaffiliates.com)
- A guide to SMAs and UMAs. (smartleaf.com)
Robo-advice
- Are ETFs the best solution for robo-advisors? (blogs.cfainstitute.org)
- You can't automate adulthood: the pluses (and minues) of personal finance apps. (buzzfeed.com)
Retirement
- Ed Thorp on some of the challenges facing investors in retirement. (rivershedge.blogspot.com)
- Why more Americans should work in retirement. (blogs.wsj.com)
- Five lessons from a semi-retirement. (humbledollar.com)
- Deciding how much risk to take in retirement is always a challenge. (financialsamurai.com)
Estate planning
- Why estate-related issue between widowed stepmother and stepchildren are so common. (marketwatch.com)
- Why a will should come along with a "letter of final instructions." (humbledollar.com)
Investing
- Streamlining your portfolio is a good thing. (beta.morningstar.com)
- Why simplicity rules: fees matter. (humbledollar.com)
- The first rule of investing is to get started. (getrichslowly.org)
- Getting a bunch of 1099s? Maybe you need to simplify your finances. (beta.morningstar.com)
Personal finance
- Why maintaining inter-generational wealth is so difficult. (ofdollarsanddata.com)
- Diversification has a lot of meanings outside of simple portfolio diversification. (humbledollar.com)
- How to own your financial mistakes. (allaboutyourbenjamins.com)
- The great financial crisis dissuaded us from the idea that housing prices can never go down. (themaven.net)
- GRAs would be a better alternative to 401(k)s. (bloomberg.com)
- Free checking is a thing of the past. (theatlantic.com)
