Abnormal Returns

JANUARY 11, 2023

Podcasts Christine Benz and Jeff Ptak talk with Mark Miller, author of "Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track." (the-long-view.simplecast.com) the-long-view.simplecast.com) A discussion about when it is time to adjust your retirement plans. contessacapitaladvisors.com).

Planning 245

Planning Retirement Planning Retirement Retail 245

Wealth Management

JUNE 26, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Carlyle Group Alternative Investments Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes by Dawn Lim Jun 26, 2025 2 Min Read Wealth (..)

Clients 162

Clients Estate Planning Wealth Management Planning 162

A Wealth of Common Sense

MAY 22, 2025

We also discussed why investors are buying the dip more often, the future of retail trading, how tax-deferred retirement accounts will evolve and how AI will change the wealth management landscape.

Wealth Management 95

Wealth Management Retail Retirement Accounting 95

Wealth Management

JUNE 26, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Carlyle Group Alternative Investments Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes by Dawn Lim Jun 26, 2025 2 Min Read Wealth (..)

Financial Advisor 130

Financial Advisor Wealth Management Estate Planning Recruitment 130

The Big Picture

MAY 4, 2023

Perhaps even more surprising has been the wholesale abandonment of specific industries: Food service, retail, etc., Owners tend to be fairly well off, and each incremental dollar they earn is more likely to be spent elsewhere – retirement savings, durable goods, etc. It stays local and is likely to benefit the regional economy.

Food 364

Food Economy Retail Retirement 364

Wealth Management

JUNE 23, 2025

She has over 20 years of experience as a business reporter and editor, including for Retail Traffic and National Real Estate Investor magazines. About the Author Elaine Misonzhnik Senior Editor, Investments, WealthManagement.com Elaine Misonzhnik is Senior Editor, Investments at WealthManagement.com , focusing on alternative investments.

Assets 278

Assets Wealth Management Financial Advisor Estate Planning 278

Abnormal Returns

FEBRUARY 13, 2024

(ft.com) IBM ($IBM) is funding 'retirement contributions with the surplus in its overfunded defined benefit plan rather than with corporate cash contributed to its 401(k) plan.' morningstar.com) BlackRock($BLK) is opening up its Voting Choice platform to retail inventors.

Financial Advising 272

Financial Advising Startup Retail Media 272

Nerd's Eye View

DECEMBER 9, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees.

Financial Planner 246

Financial Planner Recruitment Retirement Planning Retirement 246

Nerd's Eye View

MAY 1, 2023

Rowe Price has acquired Retiree Income, the parent company of popular retirement income planning software SSAnalyzer and Income Solver, to put its resources behind developing and distributing the company’s planning tools (albeit perhaps more to its retail and employee retirement plan clients than to advisors?).

Taxes 245

Taxes Retirement Planning Advertising Retirement 245

Abnormal Returns

SEPTEMBER 25, 2022

humbledollar.com) How to do retirement right. humbledollar.com) Five strategies to deal with sequence of returns risk in retirement. awealthofcommonsense.com) Retail investors have been this bearish only five other times in history. (morningstar.com) Ten reasons to claim Social Security before 70.

Retirement 157

Retirement Financial Planning Retail Planning 157

Nerd's Eye View

NOVEMBER 12, 2024

Larry is the Chairman of Measured Risk Portfolios, an RIA based in San Diego, California, that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor clients.

Clients 130

Clients Financial Advisor Marketing Marketing 130

The Big Picture

AUGUST 27, 2022

The Twisted Life of Clippy : In the ’90s, Microsoft created an annoying paperclip that it quickly retired. Businessweek ). Five Lessons from History : The most important lessons from history are the takeaways that are so broad they can apply to other fields, other eras, and other people. . • Businessweek ). • Seattle Met ). •

Startup 296

Startup Medical Retail Manufacturing 296

Abnormal Returns

SEPTEMBER 13, 2023

peterlazaroff.com) Retirement How retirement can open you up to new possibilities. humbledollar.com) Some tips on how to boost your spending in retirement. barrons.com) When it doesn't make sense to move in retirement. wsj.com) 5%+ T-bill yields are attracting retail investors. businessinsider.com)

Math 144

Math Retirement Retail Banking 144

Abnormal Returns

OCTOBER 5, 2022

howardlindzon.com) Retail American retailers are once again opening locations on a net-basis. nytimes.com) Earlier on Abnormal Returns Personal finance links: failing retirement. (barrons.com) A Musk-owned Twitter ($TWTR) will be drama-filled. nytimes.com) It's not over until Twitter ($TWTR) shareholders are paid.

Financial Advising 144

Financial Advising Retail Economy Media 144

Nerd's Eye View

AUGUST 22, 2022

In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).

Clients 246

Clients Management Accounting Banking 246

Nerd's Eye View

AUGUST 22, 2022

In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).

Clients 246

Clients Management Accounting Banking 246

Random Roger's Retirement Planning

DECEMBER 17, 2023

change at retirement. Hopefully a mortgage is paid off, hopefully there are no car payments to make and health insurance at 65, if retired, should go down quite a bit on Medicare, especially if income goes way down. Once someone is retired, saving for retirement is one less expense too.

Retirement 75

Retirement Math Insurance Accounting 75

Harness Wealth

MARCH 7, 2025

Additionally, we have news that FinCEN has announced an extension of the BOI reporting deadline and a temporary halt in enforcement, an analysis on the implications of wealth taxes in Europe, and a refresher on how the new ‘Savers Match’ program aimed at enhancing the retirement savings of millennials and Gen Z functions.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Clever Girl Finance

APRIL 22, 2025

Retail consignment 4. Retail consignment When things get tough, one of the first things people cut down on are new clothes. Secondhand stores saw a 31% increase in sales during the last recession even as other retailers’ sales dropped. Table of contents What does a recession mean and why does it matter for your business?

Economy 69

Economy Food Healthcare Economics 69

The Big Picture

OCTOBER 14, 2023

He’s giving a demo of the future of war: the military-retail complex. Disney’s legendary CEO came out of retirement to save the company—right in time for its 100th birthday. Andrey Liscovich Carries a Shopping List : Kyiv enlisted a Silicon Valley insider to rush consumer-grade tech onto the battlefield. Are they right? (

Retail 157

Retail Assets Retirement Banking 157

Nationwide Financial

DECEMBER 1, 2022

This means that with qualified assets sitting in cash, retirement savings are at risk of being outpaced by inflation. 7 While this scenario can have a negative impact on all investors, it poses an especially large threat to clients who are nearing or in retirement.

Management 97

Management Clients Retirement Financial Planning 97

Random Roger's Retirement Planning

FEBRUARY 12, 2025

The timeframe in today's chart is more useful because it gets into the period where retail accessible funds started to become available. The title of the Man article is Why Alpha Matters for Retirement Savers and in it, they make their case for portable alpha. Here's another version of that chart from the Man Institute.

Portfolio 52

Portfolio Retail Assets Clients 52

The Big Picture

APRIL 27, 2023

My morning train WFH reads: • Crypto’s Anti-Establishment Zeal Runs Headfirst Into Bankruptcy Bureaucracy : Angry retail investors are speaking up in complex legal brawls over the remains of Voyager, Celsius and BlockFi. Irrelevant Investor ) • When Will I Retire?

Government 144

Government Education Retail Retirement 144

Integrity Financial Planning

DECEMBER 29, 2022

If you go to your local retailers, you may find great deals, as they quite literally may want to clear their shelves by offering great discounts. When it comes to your retirement, planning ahead is the name of the game. Shop In-Store to Compare Prices. Plan Ahead!

Financial Planning 98

Financial Planning Retirement Planning Planning Retirement 98

Clever Girl Finance

DECEMBER 26, 2022

Store coupons are issued by particular retailers. In some cases, you might be able to stack manufacturer’s coupons with store coupons, but it will vary based on the retailer. You can redeem these points for gift cards at many retailers, which is another way to stretch your budget further. Store coupons. Coupons.com. RetailMeNot.

Retail 105

Retail Budgeting Sales Retirement 105

International College of Financial Planning

JUNE 17, 2025

LRS Limitations and Procedural Complexity The $250,000 LRS ceiling may restrict HNI strategies, and the current compliance requirements for fund transfer and documentation may deter retail investors. Guidance for Investors Retail investors should work with certified advisors to align global investments with long-term goals.

Compliance 40

Compliance Education Economics Investments 40

Integrity Financial Planning

JANUARY 6, 2023

Being retired, this is your time to travel across the country and globe, experiencing different aromas and brews of coffee at these upcoming events: The London Coffee Festival: April 20 th – 23 rd. This could also serve as a networking event, especially if you want to open your own coffee shop in retirement. [2]. 1] [link]. [2]

Retirement 91

Retirement Food Financial Planning Retail 91

MarketWatch

APRIL 12, 2023

SPWH dropped more than 8% in the extended session Wednesday after the retailer reported better-than-expected fourth-quarter earnings and said that Chief Executive and board member Jon Barker has decided to retire from both roles. Shares of Sportsman’s Warehouse Holdings Inc. million, or $1.31 a share, in the year-ago period.

Retirement 40

Retirement Retail Sales Planning 40

Clever Girl Finance

JUNE 23, 2023

Store coupons Particular retailers issue store coupons. Still, it will vary based on the retailer. You can redeem these points for gift cards at many retailers, which will allow you to stretch your budget further. The site also offers thousands of coupons with a ton of category options from popular retailers.

Retail 91

Retail Budgeting Sales Retirement 91

Random Roger's Retirement Planning

MARCH 15, 2025

Holding on to 100% of something like VBAIX all the way through market cycle after market cycle is absolutely valid other than addressing sequence of return risk when you get within a few of retirement. What tools can you use, so using tools implies adding something not selling VBAIX, to reduce volatility?

Portfolio 59

Portfolio Medical Marketing Marketing 59

Random Roger's Retirement Planning

NOVEMBER 4, 2024

We spend a good bit of time looking at risk parity, trying to see if it can work in a retail accessible fund. There aren't too many of them and they don't seem to work very well.

Retail 52

Retail Taxes Investing Investments 52

MarketWatch

MARCH 29, 2023

toward a six-month low in premarket trading Wednesday, after the department store chain said Chief Executive Jeff Gennette plans to retire at the end of the fiscal year, after nearly seven years in the role and 40 years with the company. Shares of Macy’s Inc. Macy’s stock has dropped 15.6% and the S&P 500 SPX has tacked on 3.2%.

Retirement 40

Retirement Retail Planning Marketing 40

The Big Picture

DECEMBER 4, 2024

A large cap growth stock like NVIDIA or a small cap biotech or a mid-cap retailer. And you’re going to see a big sea change in the next three to five years of asset managers and RIAs optimizing taxable tax, and then non-taxable retirement accounts for various type of investments.

Taxes 130

Taxes Portfolio Accounting Math 130

Random Roger's Retirement Planning

NOVEMBER 10, 2024

It's not quite right to call private equity uncompensated complexity but I do think calling it unnecessary complexity for retail sized investors just trying to make it to and through retirement successfully is fair. To actually access private equity requires high dollar amounts and the willingness to lock the money up.

Portfolio 52

Portfolio Retail Investing Investments 52

Your Richest Life

JUNE 30, 2023

Increase Retirement Savings to Lower Your Tax Bill One of the simplest ways to cut down on your tax liability is to save for retirement. So if you aren’t expecting to max out your retirement account this year, try funneling a little bit more money into those accounts to see savings at tax time. Are Your 401(k) Savings Enough?

Taxes 78

Taxes Retirement Accounting Financial Planner 78

Random Roger's Retirement Planning

DECEMBER 27, 2024

My assertion has been that retail investors want bonds to kick off an income stream without moving in price and that is not what you get with this sort of ETF. The chart tracks from when the yield on the ten year bottomed out in September. From its all time high in July 2020, TLH is down 41%. The bonds have no yield.

Portfolio 52

Portfolio Retail Clients Banking 52

Random Roger's Retirement Planning

FEBRUARY 11, 2025

Going back to 1980 isn't too helpful because the the strategies they are talking about weren't accessible to retail sized investors via funds but the idea is similar to what we've seen before regarding alternatives. Locorr sent over a powerpoint presentation for the fund that included the following.

Portfolio 52

Portfolio Retail Taxes Clients 52