Personal finance links: creating capital
22 hours ago
2 MIN READ
Podcasts
- Joe Weisenthal and Tracy Alloway talks with Cullen Roche, author of “Your Perfect Portfolio: The ultimate guide to using the world’s most powerful investing strategies.” (podcasts.apple.com)
- Amy Arnott and Christine Benz talk with Andy Reed who is head of behavioral economics research in Vanguard’s Investment Strategy group. (morningstar.com)
- Brett McKay talks with Tom Levinson about how money reflects our values and priorities. (artofmanliness.com)
Housing
- How the housing boom has changed the math of home ownership. (awealthofcommonsense.com)
- The case for a right-sized home. (moneychangeseverything.substack.com)
- More middle class retirees are getting priced out of Florida. (wsj.com)
- Why selling a childhood home can be disorienting. (joylere.substack.com)
Investing
- Tony Isola, “Gardening and investing are prime examples of thick desires that provide lasting impact.” (tonyisola.com)
- Meme stock investors are growing up. (nytimes.com)
- Beware of simple rules of thumb when it comes to Roth IRA conversions. (obliviousinvestor.com)
Adaptation
- Alina Fisch, “Humans adapt, which is both a problem and a solution.” (contessacapitaladvisors.com)
- A look at who is getting squeezed by AI. (axios.com)
- It’s becoming clear that great wealth melts your brain. (hamiltonnolan.com)
Family
- Family care giving is a heavy lift. (wsj.com)
- We should normalize lifetime giving vs. big bequests. (morningstar.com)
Personal finance
- Derek Hagen, “Rules about spending rarely hold up in real life. Clarity does.” (meaningfulmoney.life)
- Your home equity is real, but not everyone can cash out at the same time. (ofdollarsanddata.com)
- Six lies we tell ourselves about money including: ‘I’ll start being serious about money when I make more.’ (moneytalksmatter.com)
- Ten steps to financial freedom including: ‘Get rid of debt. Everything except the mortgage.’ (monevator.com)
- The juice isn’t worth the squeeze. Stop wasting time on optimizing rewards programs. (wsj.com)
- 7 characteristics of a good hobby. (whitecoatinvestor.com)
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.