
Personal finance links: controlling what you can
2 days ago
2 MIN READ
Podcasts
- Peter Lazaroff talks private investments with Frank Kiniiry, head of the Investment Advisory Research Center within Vanguard’s Financial Advisor Services department. (peterlazaroff.com)
- Christine Benz and Amy Arnott talk with David Booth, Chairman of DFA, about the birth of the indexing revolution. (morningstar.com)
- Steve Chen talks with finance and life with Jim Dahle, founder of The White Coat Investor. (podcasts.apple.com)
- Laurie Santos talks with Surgeon General Vivek Murthy about reducing the stress of parenting. (podcasts.apple.com)
- Khe Hy talks middle age for men with Greg Scheinman. (youtube.com)
Housing
- First-time homebuyers are up against it. (awealthofcommonsense.com)
- Don’t forget to shop around for your mortgage. (axios.com)
- How a mortgage changes your financial profile. (economist.com)
- You need a lot more income to buy than rent. (axios.com)
Private equity
- Given the hurdles, why bother with private equity? (humbledollar.com)
- The regulatory timing is right for private equity to push into retail. (axios.com)
Investing
- Don’t let overconfidence bust your portfolio. (tonyisola.com)
- Barry Ritholtz answers some questions about “How NOT to Invest.” (ritholtz.com)
- On the state of the robo-advice space. (morningstar.com)
- The Investment Policy Statement (IPS): not just paperwork, but your battle plan. (bankeronwheels.com)
Personal finance
- Ian Cassel, “The secret to compounding your family, your relationships, your faith, your dreams, your business and your portfolio – it all starts and ends with taking care of today.” (microcapclub.com)
- Most financial questions are not black-and-white. (surfacearea.beehiiv.com)
- How to build a bridge to Social Security. (retirementresearcher.com)
- Tax planning is a year-round endeavor. (savantwealth.com)
- Why it’s important that both members of a couple understand their finances. (kindnessfp.com)
- People need different things to feel safe financially. (humbledollar.com)
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