Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at lessons from ‘semi-retirement.’
Quote of the Day
"True wealth is not money. It’s the option to buy what you truly need."
(Daniel Egan)
Advisors
- Nobody likes going to the dentist, but patients are often loyal to their own dentist. Why? (advisorperspectives.com)
- When is the right time to hire a financial planner? (thefinancialbodyguard.com)
- Why TAMPs are the future for most advisors. (kitces.com)
- How body language can help build rapport between an advisor and (potential) client. (blogs.cfainstitute.org)
Robo-advisors
- Overstock.com, yes Overstock, is getting into the robo-advisor game. (wealthmanagement.com)
- Are ETFs the best solution for robo-advisors? (blogs.cfainstitute.org)
- Robo-advisors are taking hold in Europe. (wsj.com)
- A look at some 2-year robo performance numbers. (barrons.com)
Retirement
- Save more vs. work longer: the results might surprise you. (papers.ssrn.com)
- Calculating worst-case scenarios: how to deal with a stock market pullback. (peterlazaroff.com)
- How a 'floor and upside' strategy works in retirement. (theretirementcafe.com)
- Higher returns today borrow returns from the future. (humbledollar.com)
Investing
- 3 big investing mistakes to avoid. (morningstar.com)
- In praise of regular portfolio rebalancing. (wsj.com)
- Why the wealthy are attracted to high-fee investment products. (tonyisola.com)
