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Adviser links: holistic financial guidance

Abnormal Returns

Podcasts Mihael Kitces talks the challenges of succession planning with Yonhee Choi Gordon a Principal and the COO of JMG Financial Group. kitces.com) Peter Lazaroff talks SECURE Act 2.0 with Plancorp's Brian King. peterlazaroff.com) Daniel Crosby talks with Eben Burr, who is the President of Toews, about risk management.

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Tuesday links: acute inefficiencies

Abnormal Returns

abnormalreturns.com) Adviser links: holistic financial guidance. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (stayathomemacro.substack.com) Earlier on Abnormal Returns Research links: reducing noise. abnormalreturns.com) What you missed in our Monday linkfest.

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Monday links: a loss of trust

Abnormal Returns

axios.com) Earlier on Abnormal Returns Adviser links: holistic financial guidance. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ., local economies matter. wealthmanagement.com) There are now more women in the workforce than pre-pandemic.

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Take These Small Steps To Boost Your Retirement Savings

Validea

Financial guidance that considers a person’s whole picture is extremely valuable, boosting income by 2.51%—and thereby adding 6.93% into their 401(k) account—every year by eliminating the expensive mistakes that an employee might make if left to their own financial devices.

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: American Airlines reports first Q1 profit in four years; stock falls 0.6% premarket

MarketWatch

The American Airlines team ran a great operation and delivered on our financial guidance for the quarter, resulting in a first-quarter profit for the first time in four years,” said American Airlines’ CEO Robert Isom, in the statement. American Airlines’ stock fell 0.6% in premarket trades Thursday.

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SoFi stock surges after earnings beat as company lifts forecast

MarketWatch

This marks the third quarter of a positive revision to full-year 2022 financial guidance despite extensions of the student loan moratorium throughout the year," SoFi executives said in a release. SoFi's stock has lost nearly two thirds of its value so far in 2022 as the S&P 500 has dropped 19%.

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What’s a Fiduciary & Fee-Only Advisor?

Yardley Wealth Management

A Guide for Financial Planning When it comes to managing your finances, it’s crucial to work with a professional who puts your interests first. If you’re looking for financial guidance, this guide will help you understand what a fiduciary and fee-only advisor is and why you may want to work with one.