Abnormal Returns

APRIL 2, 2025

podcasts.apple.com) Dan Haylett talks purpose in retirement with David Marlow, author of "The Ikagi Way" (humansvsretirement.com) Housing What is the best case for housing affordability? Podcasts Cameron Passmore and Benjamin Felix talk lifecycle investing with Professor Scott Cederburg.

Portfolio 144

Portfolio Retirement Accounting Investments 144

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

NOVEMBER 27, 2024

msn.com) Aging Spending more money doesn't necessarily make for a more fulfilling retirement. (wsj.com) 10 facts about the U.S. housing market including '40% of U.S. homes don't have a mortgage.' apolloacademy.com) How higher property taxes would help unlock the housing market.

Portfolio 144

Portfolio Financial Planning Estate Planning Planning 144

Wealth Management

AUGUST 29, 2023

How to address some of the frictional forces found in a typical retirement investment portfolio.

Retirement 246

Retirement Investments Investing Portfolio 246

Abnormal Returns

JUNE 16, 2025

kitces.com) Josh Brown and Nick Sapienza break down a real-life case study of couple with $3 million in assets and a desire to retire. semafor.com) The model portfolio business continues to take share. alphaarchitect.com) Advisers How to plan for purpose in retirement.

Estate Planning 157

Estate Planning Compliance Engineering Retirement 157

Nerd's Eye View

DECEMBER 27, 2024

The report suggests this might be due in part to increased RIA valuations and the assumption of some firm founders that next-generation employees won't be financially able to buy out the firm from them, though additional data indicates that many firms don't have career paths in place that could help next-generation advisors envision their path to firm (..)

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

Nerd's Eye View

JANUARY 4, 2023

And when it comes to retirement planning, one popular technique is the use of ‘guardrails’, which set an initial monthly withdrawal rate that can be later adjusted as the size of the client’s portfolio changes. If the portfolio balance declines due to excess distributions (e.g., annual withdrawal rate).

Retirement 246

Retirement Distribution Retirement Planning Asset Allocation 246

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

Abnormal Returns

JUNE 8, 2025

(capitalspectator.com) An example when home bias is damaging to your portfolio. jeffreyptak.substack.com) What's the best retirement withdrawal strategy? notes.archie-hall.com) Capital flight is about more than debt and deficits. paulkrugman.substack.com) When it comes to new single stock and leveraged ETFs, just say no.

Retirement 176

Retirement Portfolio Assets Investments 176

Nerd's Eye View

SEPTEMBER 20, 2023

Sequence-of-inflation risk can substantially impact a financial plan and failing to consider this risk can lead advisors to overestimate sustainable spending and underestimate risk in retirement. Though most plans are affected at least somewhat by inflation risk, certain factors make accounting for it especially important.

Retirement 246

Retirement Planning Financial Planning Risk Tolerance 246

Abnormal Returns

NOVEMBER 20, 2024

(sites.libsyn.com) Frazer Rice talks with Christine Benz author of "How to Retire" (podcasts.apple.com) Carl Richards talks money and more with journalist Kara Swisher. 50fires.com) Retirement Gray divorce can have a huge effect on your retirement. nytimes.com) Taxes in retirement only get more complicated.

Estate Planning 157

Estate Planning Retirement Marketing Marketing 157

Abnormal Returns

MARCH 10, 2025

citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. flowfp.com) Stop using this phrase in retirement planning. thinkadvisor.com) Why clients may feel like they can't have enough assets in retirement. Advisortech The CFP Board has released guidelines for using AI.

Estate Planning 157

Estate Planning Retirement Planning CFP Portfolio Management 157

Abnormal Returns

DECEMBER 18, 2024

barrons.com) Don't let bad energy ruin your portfolio. 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. blairbellecurve.com) Learning is unlearning.

Retirement Planning 130

Retirement Planning Retirement Valuation Insurance 130

Nerd's Eye View

APRIL 18, 2025

Also in industry news this week: According to a recent survey, 40% of financial advisory clients would switch to an advisor who offers estate planning services, with help with specific tasks like beneficiary designations or tax strategies as the most sought-after service among respondents RIA M&A activity set a first-quarter record to start the (..)

Financial Planner 195

Financial Planner Risk Tolerance Estate Planning Clients 195

Abnormal Returns

MAY 21, 2025

morningstar.com) Dan Haylett talks with Fritz Gilbert about his 10 Commandments of Retirement. ofdollarsanddata.com) How balanced portfolios work. Podcasts Christine Benz talks with JL Collins about the revised edition of "The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life." Financial History."

Estate Planning 157

Estate Planning Financial Services Education Retirement 157

Abnormal Returns

APRIL 23, 2025

Podcasts Peter Lazaroff talks with Christine Benz about the most overlooked parts of a retirement plan. awealthofcommonsense.com) Things you can do while your portfolio is down. peterlazaroff.com) Steve Chen talks all things Social Security with Devin Carroll, author of "Social Security Basics." tonyisola.com) Stress is natural.

Retirement Planning 157

Retirement Planning Retirement Taxes Portfolio 157

Abnormal Returns

JANUARY 1, 2025

wsj.com) Portfolio simplicity keeps paying off. readthejointaccount.com) The case for never retiring. Pay your taxes. axios.com) Consider doing Roth IRA conversions for your heirs. financialducksinarow.com) Returns Chasing higher bank interest rates is losing its appeal. mr-stingy.com) When leasing a car makes sense.

Taxes 157

Taxes Retirement Banking Portfolio 157

Abnormal Returns

FEBRUARY 26, 2025

ofdollarsanddata.com) Invest time in your life, not in managing your portfolio. aptuscapitaladvisors.com) Retirement There are different levels of retirement readiness. (tonyisola.com) Age is just one factor when it comes to your asset allocation. theretirementmanifesto.com) Gen X is next up for senior living.

Asset Allocation 157

Asset Allocation Retirement Financial Planning Accounting 157

Abnormal Returns

APRIL 8, 2025

mrzepczynski.blogspot.com) Are researchers building portfolios all wrong? papers.ssrn.com) Portfolio rebalancing The benefits of portfolio rebalancing are overstated. roberthuebscher.substack.com) Your portfolio rebalancing frequency doesn't matter all that much. Quant stuff The case for simple models using more data.

Portfolio 144

Portfolio Retirement Economics Assets 144

Abnormal Returns

SEPTEMBER 3, 2023

Top clicks this week How (and where) to hold cash in your portfolio. morningstar.com) Do you need commodities in your portfolio? theverge.com) The story of a portfolio manager holding onto Credit Suisse stock too long. (mr-stingy.com) blog.thinknewfound.com) Seven things we lose in retirement including structure.

Portfolio Management 273

Portfolio Management Retirement Portfolio Management 273

Abnormal Returns

APRIL 16, 2025

(podcasts.apple.com) Investing If your portfolio is too risky, take less risk. contessacapitaladvisors.com) On the importance of matching your portfolio to your personality. readthejointaccount.com) Retirement savings Stopping and starting your 401(k) contributions is akin to market timing. wsj.com)

Retirement 144

Retirement Financial Planning Accounting Portfolio 144

Random Roger's Retirement Planning

MARCH 15, 2025

You're 81 and been taking income from your portfolio for 15 years, what matters to you more, that you can continue to take what you need from your portfolio or that four year run in your mid-50's when you beat (or lagged) the market? If you're 81 and can no longer meet your income need from your portfolio, that is what matters.

Portfolio 59

Portfolio Medical Marketing Marketing 59

Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading! a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Financial Planner 182

Financial Planner CFP Financial Advisor Retirement 182

Abnormal Returns

AUGUST 7, 2024

wsj.com) Retirement Seven factors when choosing the best retirement location. kindnessfp.com) So many Americans are lacking a 'third leg' to their retirement stool. morningstar.com) Seven unasked questions about retirement. theatlantic.com) Retirement savings How a national 401(k) plan would work. Add leverage.

Insurance Coverage 271

Insurance Coverage Retirement Insurance Sales 271

Carson Wealth

MAY 29, 2025

Imagine yourself on your last ride home from work on the day you retire. It probably depends on whether you have a strong plan in place for income during your retirement years. Having a retirement planning checklist can help make this final commute the time of reflection and joy it should be. Theres also no steady paycheck.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Abnormal Returns

DECEMBER 6, 2023

open.spotify.com) Christine Benz and Jeff Ptak talk all things retirement with Dan Haylett. morningstar.com) Retirement The case for (and against) taking Social Security early. humbledollar.com) Why some people choose to come out of retirement. tonyisola.com) Why drawing down a portfolio is so scary.

Retirement 283

Retirement Portfolio Clients Investments 283

Abnormal Returns

JULY 17, 2024

(rationalreminder.libsyn.com) Dan Haylett talks with Suzi Campi about repurposing one's life in retirement. humansvsretirement.com) Thomas Kopelman and Jacob Turner talk about the mindset shift needed in retirement. whitecoatinvestor.com) Retirement Why you need to retire TO something.

Retirement 257

Retirement Financial Planning Financial Advisor Portfolio 257

Abnormal Returns

MAY 22, 2024

ritholtz.com) Steve Chen talks with Robert Brokamp about retirement planning and purpose. newretirement.com) Retirement Don't let too risky a portfolio ruin your retirement. bestinterest.blog) Private equity is not the solution to retirement shortfalls. wealthmanagement.com) Retirement income is a balancing act.

Retirement Planning 271

Retirement Planning Retirement Portfolio Planning 271

Abnormal Returns

DECEMBER 20, 2023

(podcasts.apple.com) Retirement How to find a new you in retirement. ofdollarsanddata.com) What's changing for retirement accounts in 2024. morningstar.com) Why it's so hard to stay retired when you retire early. downtownjoshbrown.com) A lot of stuff matters beside your portfolio.

Retirement 274

Retirement Portfolio Accounting Taxes 274

Abnormal Returns

JULY 3, 2024

morningstar.com) Steve Chen talks with Andrew Biggs about whether there really is a retirement crisis brewing in the U.S. podcasts.apple.com) Katie Gatti Tassin on whether you are saving too much for retirement. obliviousinvestor.com) How to rebalance your portfolio. ofdollarsanddata.com) In praise of a phased retirement.

Asset Allocation 269

Asset Allocation Retirement Portfolio Assets 269

Abnormal Returns

DECEMBER 23, 2024

(investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement. citywire.com) Retirement Retirement from farming is just different. crr.bc.edu) Early retirement often leads to taking Social Security early. citywire.com) Retirement Retirement from farming is just different.

Financial Advising 144

Financial Advising CFP Compliance Retirement 144

Random Roger's Retirement Planning

MAY 28, 2025

Which portfolio result would you rather have? Portfolio 1 is the only choice. The Portfolio 1 has the same longer term result at the S&P 500 but with only 58% of the volatility. You can see just by looking that Portfolio 1 has actually taken a very different path to a similar result as the S&P 500. A little quiz.

Portfolio 59

Portfolio Taxes Numbers Investments 59

Abnormal Returns

JULY 22, 2024

citywire.com) Retirement A Q&A with Wade Pfau about the challenges of spending in retirement. thinkadvisor.com) Why staggered retirements make a lot of sense. kitces.com) Despite the hype, alternatives are a small part of adviser portfolios. (fa-mag.com) fa-mag.com) IRA rollovers are a big business for advisers.

Compliance 261

Compliance Retirement Communication Consulting 261

Abnormal Returns

JUNE 25, 2023

ritholtz.com) Can you make your portfolio too simple? disciplinefunds.com) Seven risks we all face in retirement. whitecoatinvestor.com) Retirement has some distinct phases. (fortunesandfrictions.com) Why you should turn off your iPhone every day. thedailybeast.com) Avoiding big errors plays a big role in investment success.

Retirement 274

Retirement Portfolio Investments Investing 274

Trade Brains

JUNE 16, 2025

Retirement sets in motion a new life—one that promises freedom from day-to-day grind but also requires prudent planning of finances. Thankfully, India provides a range of safe and sound passive income alternatives designed exclusively for retired citizens. Linked to the market and thus involve some degree of risk.

Retirement 52

Retirement Taxes Government Retirement Planning 52

Abnormal Returns

NOVEMBER 29, 2023

morningstar.com) Christine Benz and Jeff Ptak talk with Mike Moran, managing director and pension strategist for Goldman Sachs ($GS) about the state of retirement preparedness. nytimes.com) Retirement Some alternatives to a fixed retirement withdrawal rates. thinkadvisor.com) What makes up the three-legged stool of retirement.

Retirement 274

Retirement Retirement Planning Budgeting Portfolio 274

Abnormal Returns

APRIL 10, 2024

(morningstar.com) Dan Haylett talks with Eric Brotman, who is the founder and CEO of BFG Financial Advisors, about retirement as 'graduation.' wsj.com) Retirement Some reasons to go back to work after retiring. washingtonpost.com) Personal finance It's simple to put together low cost, highly diversified portfolios.

Estate Planning 259

Estate Planning Retirement Planning Retirement Taxes 259