Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. In the financial planning profession, graduate degrees are generally listed behind a name, while undergraduate degrees tend to be omitted. .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Abnormal Returns

APRIL 1, 2024

(youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice. podcasts.apple.com) Jordan Haynes talks with Justin Castelli about the important role of life planning. thinkadvisor.com) Not everyone is happier in retirement.

Wealth Management 204

Wealth Management Math Financial Advising Retirement 204

Abnormal Returns

JANUARY 5, 2024

msn.com) Hedge funds are losing favor among financial advisers and their clients. wsj.com) Apple ($AAPL) is planning to launch Stolen Device Protection. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Good thing his hedge fund is performing well.

Financial Advising 215

Financial Advising Media Economy Economics 215

Abnormal Returns

JANUARY 15, 2024

(obliviousinvestor.com) It's hard to say you are a holistic financial adviser without tax management. city-journal.org) Delayed Social Security claiming requires an explicit bridge plan. thinkadvisor.com) Advisers Financial planning is seeing a battle between growing complexity and rising technology.

Financial Planner 241

Financial Planner Wealth Management Financial Advising Retirement Planning 241

Abnormal Returns

APRIL 12, 2024

msn.com) StubHub is planning to go public this year. abnormalreturns.com) Some interesting developments in the financial media space. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? betterletter.substack.com) Companies BP ($BP) is the cheapest stock among the giants.

Food 244

Food Financial Advising Media Economy 244

Abnormal Returns

APRIL 25, 2024

semafor.com) Finance The FMX Futures exchange is planning to take on the CME ($CME) in interest rate futures. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theatlantic.com) How big private equity has built itself a moat. bloomberg.com) Rubrik ($RBRK) is now public.

Accounting 258

Accounting Consulting Financial Advising Valuation 258

Abnormal Returns

OCTOBER 30, 2023

thinkadvisor.com) Blended families don't plan their money lives in advance. nextavenue.org) Advisers Comprehensive financial planning takes more time and effort. kitces.com) Why formal retirement plans provide clients with additional confidence. morningstar.com) How working with UNHW clients is different.

Wealth Management 228

Wealth Management Financial Advising Retirement Planning Financial Advice 228

Abnormal Returns

FEBRUARY 13, 2024

ft.com) IBM ($IBM) is funding 'retirement contributions with the surplus in its overfunded defined benefit plan rather than with corporate cash contributed to its 401(k) plan.' abnormalreturns.com) Adviser links: diverse talent. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 235

Financial Advising Startup Retail Media 235

Abnormal Returns

MARCH 13, 2024

barrons.com) Dollar Tree ($DLTR) is planning to close some 1,000 locations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) Online platforms are increasingly at-risk at being flooded by generative AI. cnn.com) Ashley Furniture is a 'quiet juggernaut.'

Financial Advising 279

Financial Advising Valuation Retail Media 279

Abnormal Returns

NOVEMBER 16, 2023

(abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Apple ($AAPL) is planning to adopt the RCS (Rich Communication Services) messaging standard. 9to5mac.com) The case for switching to a discount cellular plan.

Asset Allocation 245

Asset Allocation Financial Advising Insurance Communication 245

Abnormal Returns

APRIL 1, 2024

theverge.com) Generative AI search engine Perplexity is planning to start selling ads. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bloomberg.com) Why banks love the wealth management business. wsj.com) AI You can now use ChatGPT without a login.

Assets 214

Assets Financial Advising Wealth Management Engineering 214

Abnormal Returns

NOVEMBER 22, 2023

(bigtechnology.com) Om Malik, "If you are a startup, an organization, or a large company, you need to learn from the past five days [at OpenAI] and start building resilience in your product plans." theatlantic.com) Finance Banks are planning to start.lending again. abnormalreturns.com) Research links: the downsides of diversification.

Financial Advising 237

Financial Advising Startup Media Economy 237

Abnormal Returns

NOVEMBER 21, 2023

investmenttalk.co) Crypto Another domino falls in the crypto space as Binance CEO CZ plans to plead guilty to money laundering charges. abnormalreturns.com) Adviser links: a one-way street. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ofdollarsanddata.com) Why moats matter.

Financial Advising 242

Financial Advising Media Economy Sales 242

Talon Wealth

SEPTEMBER 14, 2023

Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.

Retirement Planning 98

Retirement Planning Retirement Planning Healthcare 98

Abnormal Returns

JANUARY 31, 2024

coindesk.com) Are spot Bitcoin ETFs going to start showing up in 401(k) plans? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) Is there an ideal level of inflation? klementoninvesting.substack.com) Crypto Bankrupt FTX says it will pay out customers in whole.

Financial Advising 220

Financial Advising Media Economy Economics 220

Abnormal Returns

APRIL 14, 2024

(abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? blairbellecurve.com) You can only plan so much. Then check out our weekly e-mail newsletter. newsletter.abnormalreturns.com) Mixed media Nobody's career path takes a straight line. wggtb.substack.com)

Financial Advising 214

Financial Advising Medical Media Food 214

Abnormal Returns

OCTOBER 4, 2023

washingtonpost.com) Earlier on Abnormal Returns Personal finance links: a bad plan. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (pro.morningconsult.com) What comes after 'peak TV'? abnormalreturns.com) What you missed in our Tuesday linkfest.

Financial Advising 238

Financial Advising Media Numbers Planning 238

Abnormal Returns

AUGUST 30, 2023

wapo.st) Planning A lot of personal finance questions come down to 'it depends.' humbledollar.com) Comparing ChatGPT against a human financial adviser. (morningstar.com) Why so many people fear entering retirement. bestinterest.blog) Six personal finance mistakes including 'Constructing an unwieldy portfolio.'

Financial Advising 226

Financial Advising Retirement Insurance Banking 226

Abnormal Returns

MARCH 3, 2024

every.to) Policy Clean energy plans are going up primarily in red states. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (humbledollar.com) Companies Not every bet pays off: the case of Apple's ($AAPL) Project Titan. wsj.com) The policy approach to the banking system is 'incoherent.'

Financial Advising 195

Financial Advising Economy Media Economics 195

Abnormal Returns

NOVEMBER 26, 2023

politico.com) How a plan to reform title insurance got sidetracked. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? marginalrevolution.com) A review of 'Plunder: Private Equity’s Plan to Pillage America' by Brendan Ballou. (papers.ssrn.com) How garment workers in the U.S.

Financial Advising 220

Financial Advising Economics Insurance Media 220

Abnormal Returns

OCTOBER 15, 2023

marginalrevolution.com) What complaints Americans have about Medicare Advantage plans. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Was it worth it? disciplinefunds.com) Why getting malaria vaccines out into the world is so important. Then check out our weekly e-mail newsletter.

Financial Advising 248

Financial Advising Media Retail Economy 248

Abnormal Returns

DECEMBER 11, 2023

The Future of Family Wealth Advising." wiredplanning.com) Thomas Kopelman talks planning for liquidity events with Mark Cecchini. citywire.com) Behavior Why people don't like visiting their financial planner. contessacapitaladvisors.com) The financial planning profession has recognized the importance of behavioral factors.

Financial Planner 144

Financial Planner Financial Advising Financial Planning Budgeting 144

Abnormal Returns

DECEMBER 18, 2023

allstarcharts.com) Strategy The best thing you could have done in 2023 was to stick to your plan. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter. (axios.com) Junky stocks have benefited greatly from the recent rally.

Financial Advising 233

Financial Advising Startup Media Government 233

Abnormal Returns

DECEMBER 4, 2023

thereformedbroker.com) How financial advisers can publish their own book. kitces.com) Demand Despite better DIY tools, more investors are turning to advisers. riabiz.com) Demand for financial advice is only increasing. marknewfield.substack.com) Advisers The plan for Joe Duran's Rise Growth Partners is coming into focus.

Wealth Management 202

Wealth Management Financial Advice Financial Advising Communication 202

Abnormal Returns

DECEMBER 7, 2023

techcrunch.com) SpaceX SpaceX is reportedly planning a tender offer for employee shares at a $175 billion valuation. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) VC SimpleClosure, a start-up that helps other start-ups wind down their operations, is doing a booming business.

Digital Media 219

Digital Media Electronics Financial Advising Startup 219

Abnormal Returns

MARCH 13, 2023

Podcasts Mihael Kitces talks the challenges of succession planning with Yonhee Choi Gordon a Principal and the COO of JMG Financial Group. thinkadvisor.com) Practice management What really makes financial advisers happy? wealthmanagement.com) Are financial advisers going to become life coaches?

Financial Guidance 130

Financial Guidance Wealth Management Financial Advising Startup 130

Abnormal Returns

NOVEMBER 14, 2023

(abnormalreturns.com) Adviser links: exclusivity and personalization. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) What is Tesla's ($TSLA) plan for home solar panels? Then check out our weekly e-mail newsletter.

Financial Advising 211

Financial Advising Advertising Media Economy 211

Abnormal Returns

APRIL 30, 2023

(morningstar.com) What Morgan Stanley ($MS) has planned in the ETF space. propublica.org) "Most state and municipal pension plans in the United States are distressed or fragile." (calculatedriskblog.com) Earlier on Abnormal Reutrns Top clicks last week on the site. abnormalreturns.com) What you missed in our Saturday linkfest.

Financial Advising 222

Financial Advising Wealth Management Media Planning 222

Abnormal Returns

AUGUST 11, 2023

thestreamable.com) Disney ($DIS) is planning to crack down on password sharing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (hunterwalk.com) Streaming Disney ($DIS) doesn't have great options at the moment. variety.com) Apple TV+ ($AAPL) is the highest quality content producer.

Startup 220

Startup Financial Advising Economy Media 220

Abnormal Returns

MAY 22, 2023

(open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) AI How financial advisers can leverage ChatGPT. kitces.com) How will AIs that dispense financial advice be regulated? financial-planning.com)

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Abnormal Returns

MAY 29, 2023

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. kitces.com) Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management?

Wealth Management 194

Wealth Management Financial Advising Estate Planning Banking 194

Abnormal Returns

AUGUST 8, 2023

morningstar.com) Semiconductors Arm Holdings is planning investments from Apple, Samsung and Intel on its IPO. abnormalreturns.com) Adviser links: next generation investors. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 217

Financial Advising Media Insurance Economy 217

Abnormal Returns

JUNE 19, 2023

standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. wealthmanagement.com) Preparing a free financial plan is no guarantee a prospective client will sign up. mattreiner.com) M&A Why private equity continues to flood into the RIA space.

Financial Advising 199

Financial Advising Financial Planning Media Retirement 199

Abnormal Returns

APRIL 5, 2023

whitecoatinvestor.com) Financial planning Do you need a financial plan or financial planner? thomaskopelman.com) Is an AI going to be your future financial adviser? (humbledollar.com) Philanthrophy Donating appreciated stock is a win-win for investors and charities.

Ethics 196

Ethics Financial Planner Financial Advising Financial Planning 196

Abnormal Returns

JANUARY 11, 2024

(abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? arxiv.org) How to deal with the planning fallacy. Then check out our weekly e-mail newsletter. newsletter.abnormalreturns.com) Mixed media Seth Godin, "The opposite of insubordination is now enrollment." davidepstein.substack.com)

Financial Advising 157

Financial Advising Media Taxes Economy 157

Abnormal Returns

SEPTEMBER 18, 2023

bloomberg.com) Five insights from "Plunder: Private Equity’s Plan to Pillage America" by Brendan Ballou. bloomberg.com) Earlier on Abnormal Returns Adviser links: exciting financial plans. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 144

Financial Advising Media Economy Financial Planning 144

Abnormal Returns

MARCH 22, 2023

msn.com) Finance How UBS is planning to manage its takeover of Credit Suisse. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theverge.com) Alexa seems downright quaint in the era of generative AI. theinformation.com) We really don't know what generative AI is going to become.

Financial Advising 204

Financial Advising Banking Media Portfolio 204