Abnormal Returns

MAY 21, 2023

(awealthofcommonsense.com) Every investment plan needs some room for error. wsj.com) Apple ($AAPL) is playing the long game in financial services. businessinsider.com) AI is moving so fast, fintech startups are having to quickly pivot. humbledollar.com) Finance How much bigger can JP Morgan Chase ($JPM) get?

Financial Advising 186

Financial Advising Startup Taxes Financial Services 186

Abnormal Returns

JUNE 9, 2023

Strategy Periodic rebalancing is a part of any comprehensive investment plan. awealthofcommonsense.com) Thematic investing appeals to investors' worst instincts. institutionalinvestor.com) Startups Can the space industry actually 'hyperscale'? ft.com) When your startup attracts copycats, you are winning.

Startup 130

Startup Financial Advising Investment Planning Economy 130

Sara Grillo

APRIL 10, 2023

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.

Investing 52

Investing Investments CFP Financial Advisor 52

Abnormal Returns

DECEMBER 12, 2022

Strategy Temperament trumps IQ when it comes to investing. awealthofcommonsense.com) 35 signs you are a bad investor including a 'lack of a written investing plan.' whitecoatinvestor.com) FTX The FTX blow-up isn't having wider financial repercussions. abnormalreturns.com) What you missed in our Sunday linkfest.

Distribution 195

Distribution Financial Advising Startup Engineering 195