Nerd's Eye View

NOVEMBER 25, 2024

To start, Taylor refined his ideal client profile to focus on those he could best serve: diligent savers over age 50 with a retirement nest egg between $2M and $10M. These clients, typically in or near retirement, face key challenges like reducing taxes, managing investment risk, and maximizing income.

Financial Planning 235

Financial Planning Sales Planning Retirement 235

Abnormal Returns

JULY 1, 2024

Podcasts Amy Arnott and Christine Benz talk with Don Graves and Wade Pfau about the role of home equity in retirement planning. riabiz.com) Fisher Investments is spinning off its 401(k) business, Fisher Retirement Solutions. kitces.com) Spending in retirement can increase with the use of lifetime income solutions.

Retirement 256

Retirement Retirement Planning Startup Planning 256

Abnormal Returns

FEBRUARY 7, 2024

standarddeviationspod.com) Peter Lazaroff on investing at all-time stock market highs. whitecoatinvestor.com) Aging These are the four phases of retirement. theretirementmanifesto.com) What you need to know about health care if you retire before age 65? wsj.com) Companies need to be more flexible when it comes to retirement.

Retirement 284

Retirement Transportation Taxes Distribution 284

Nerd's Eye View

JUNE 25, 2025

Many financial advisory clients might work for 40 years or more, ideally seeing their income – and capacity to save for retirement – increase over time as they advance in their careers. Still others, including adherents of the Financial Independence Retire Early (FIRE) movement, may hope to retire even sooner.

100

100

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.

Retirement 85

Retirement Asset Allocation Taxes Portfolio 85

Abnormal Returns

OCTOBER 28, 2024

artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates. youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant. advisorperspectives.com) Does risk tolerance change in retirement?

Risk Tolerance 271

Risk Tolerance Retirement Financial Planning Insurance 271

The Big Picture

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investing 159

Investing Investments Management Engineering 159

The Big Picture

MARCH 20, 2025

The latter is crucial exactly due to Ritholtzs empirically correct view that one neednt be a great or market-beating investor to have a happy retirement as much as one must avoid the errors that sap the genius of compound returns. Slow and steady wins the race, or something like that.

Investing 147

Investing Investments Communication Retirement 147

Abnormal Returns

JUNE 18, 2025

(chrishutchins.com) Jill Schlesinger talks with Barry Ritholtz about his new book "How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them." peterlazaroff.com) Retirement Retirement is a marathon, not a sprint. bestinterest.blog) Why the first year of retirement is a unique challenge.

Retirement 157

Retirement Financial Advice Taxes Numbers 157

Nerd's Eye View

JANUARY 17, 2025

Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Financial Advisor 246

Wealth Management

NOVEMBER 28, 2023

With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investments to support an ambitious growth plan.

Retirement Planning 290

Retirement Planning Investing Investments Retirement 290

Nerd's Eye View

NOVEMBER 22, 2024

Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)

Financial Planner 246

Financial Planner Retirement Retail Retirement Planning 246

The Big Picture

MARCH 24, 2025

investment firm. ” It goes without saying that politics should have no place in any reputable firm’s Research department (see Why Politics and Investing do not mix ). Gross investment includes what government spends on structures, equipment, and software, such as new highways, schools, and computers.

Government 308

Government Investing Investments Economy 308

Wealth Management

JUNE 23, 2025

Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.

Assets 278

Assets Wealth Management Financial Advisor Estate Planning 278

The Big Picture

MAY 1, 2025

I chatted with Jean Chatzky of Your Money Map about HNTI and some general investing concepts. Many, if not most, investing books aim to teach people how TO invest. Your focus is giving readers advice on how NOT to invest. The book is broken down into four categories of things not to do when youre investing.

Retirement 187

Retirement Investing Investments Numbers 187

Abnormal Returns

NOVEMBER 6, 2024

Podcasts Christine Benz and Amy Arnott talk the state of retirement with Anne Tergensen of the WSJ. morningstar.com) Barry Ritholtz talks shareholder yield with Meb Faber of Cambria Investments. kindnessfp.com) How to think about taxes in early retirement. humbledollar.com) How to retire without regrets. Quit playing.

Estate Planning 167

Estate Planning Tax Planning Retirement Taxes 167

Nerd's Eye View

MARCH 28, 2025

Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)

Financial Planner 228

Financial Planner Retirement Retirement Planning Clients 228

Abnormal Returns

DECEMBER 25, 2024

(awealthofcommonsense.com) Retirement Seven hidden traps of retirement including 'Not focusing on creative endeavors to maximize your fulfillment.' theretirementmanifesto.com) What's changing for retirement in 2025. morningstar.com) Investing Three easy ways to simplify your portfolio.

Financial Advice 144

Financial Advice Retirement Taxes Insurance 144

Nerd's Eye View

MAY 15, 2024

On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".

Retirement 246

Retirement Commission Banking Financial Advising 246

Abnormal Returns

JUNE 11, 2025

ritholtz.com) Retirement Don't get scared into making a mistake with Social Security. whitecoatinvestor.com) There are a lot of moving parts when it comes to retirement withdrawal strategies. tonyisola.com) On the parallels between investing and vacations. bestinterest.blog) Behavior You are what you won't do for money.

Retirement 167

Retirement Planning Investing Investments 167

Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Financial Planner 246

Financial Planner Asset Allocation Taxes Tax Planning 246

Abnormal Returns

JANUARY 10, 2024

peterlazaroff.com) Retirement On the importance of having a purpose in retirement. humbledollar.com) Being forced into retirement before you are ready is a big problem. rogersplanning.blogspot.com) Five things you need to know before retirement. theretirementmanifesto.com) As you get older your skills change.

Investing 263

Investing Investments Financial Planning Retirement 263

Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner 188

Financial Planner CFP Certification Retirement Planning 188

Abnormal Returns

JUNE 25, 2025

podcasts.apple.com) Luca Dellanna and Ismail Manik talk with Barry Ritholtz about his book "How NOT to Invest." wsj.com) Sari Botton talks with Dr. Samuel Masket about identity, aging and retirement. wsj.com) Investing There is no ideal portfolio diversifier. nextavenue.org) Don't rush to take Social Security early.

157

157

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Abnormal Returns

JANUARY 29, 2025

Podcasts Christine Benz and Dan Lefkovitz talk with John Rekenthaler about his long career writing about investing. morningstar.com) Peter Lazaroff on how much money you need to retire. yaleclimateconnections.org) Purpose Why you need a purpose in retirement. axios.com) Everybody ends up paying for natural disasters.

Economics 167

Economics Retirement Financial Advisor Investing 167

Wealth Management

JUNE 10, 2025

on Tuesday with a series of workshops focused on alternative investments, artificial intelligence and high-net-worth clients. WealthManagement.com Staff June 10, 2025 6 Slides START SLIDESHOW Joey Corsica Captured & SpotMyPhotos The Wealth Management EDGE conference kicked off at The Boca Raton resort in Boca Raton, Fla.,

Wealth Management 255

Wealth Management Management Estate Planning Business Planning 255

Nerd's Eye View

APRIL 9, 2025

It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning.

Clients 200

Clients Financial Planning Risk Tolerance Planning 200

Abnormal Returns

JUNE 8, 2025

Top clicks this week On the importance of avoiding big investment mistakes. jeffreyptak.substack.com) What's the best retirement withdrawal strategy? behaviouralinvestment.com) Replacing Ajit Jain at Berkshire Hathaway ($BRK.A) will be no easy task. wsj.com) How major asset classes performed in May 2025. It depends.

Retirement 176

Retirement Portfolio Assets Investing 176

Wealth Management

NOVEMBER 19, 2024

Tidal Investments has introduced the FIRE Funds Wealth Builder ETF (FIRS) and the FIRE Funds Income Target ETF (FIRI).

Retirement 269

Retirement Investing Investments 269

Abnormal Returns

JUNE 9, 2025

podcasts.apple.com) Dan Haylett talks with Brendan Frazier about the art of spending money in retirement. citywire.com) Fisher Investments is behind the fiduciary.com website. Podcasts Jess Bost and Mark Newfield talk with Phil Pearlman about the connection between health and executive function.

Financial Advising 167

Financial Advising Wealth Advisor Retirement Numbers 167

Abnormal Returns

FEBRUARY 26, 2025

(podcasts.apple.com) Investing Targeted apathy as an investment philosophy. ofdollarsanddata.com) Invest time in your life, not in managing your portfolio. aptuscapitaladvisors.com) Retirement There are different levels of retirement readiness. theretirementmanifesto.com) Gen X is next up for senior living.

Asset Allocation 157

Asset Allocation Retirement Financial Planning Accounting 157

Yardley Wealth Management

JUNE 25, 2025

The post How Do You Turn Retirement Savings into a Reliable Income Strategy? How Do You Turn Retirement Savings into a Reliable Income Strategy? You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way.

52

52

Abnormal Returns

DECEMBER 18, 2024

ritholtz.com) Investing How to deal with a stock market at or near all-time highs. tonyisola.com) Aging 10 steps to prepare financially for retirement, including 'Design a retirement paycheck.' theretirementmanifesto.com) How to think about retirement planning even though it may be decades off.

Retirement Planning 130

Retirement Planning Retirement Valuation Insurance 130

Abnormal Returns

MARCH 12, 2025

wsj.com) On the growth of university-affiliated retirement communities. ft.com) Retirement The sequence of returns matters most in the first few years of retirement. morningstar.com) Why you need to understand your retirement withdrawal strategy, especially in a downturn.

Insurance Coverage 144

Insurance Coverage Retirement Insurance Planning 144

Nerd's Eye View

JANUARY 31, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)

Financial Planner 245

Financial Planner Retirement Planning Compliance Valuation 245

Abnormal Returns

SEPTEMBER 18, 2024

Podcasts Peter Lazaroff talks with Rubin Miller about the complexities of investing. talkingbillions.co) How to Retire A review of Christine Benz's new book “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.” tonyisola.com) Investing shouldn't be exciting.

Management 284

Management Retirement Taxes Planning 284