Personal finance links: measuring wealth
23 hours ago
2 MIN READ
Podcasts
- Jack Forehand and Justin Carbonneau talk with Ben Carlson, author of “Risk and Reward.” (podcasts.apple.com)
- Peter Lazaroff talks with Phil Toews, author of “The Behavioral Portfolio.” (peterlazaroff.com)
- Christine Benz and Amy Arnott talk asset allocation with Adam Grossman. (morningstar.com)
- Rick Ferri talks with Robin Wigglesworth of FT Alphaville fame. (bogleheads.podbean.com)
Investing
- Ben Carlson, “Investing is a form of regret minimization.” (awealthofcommonsense.com)
- How direct indexing works. (wsj.com)
Housing
- Good luck trying to figure out how home equity investment contracts work. (bloomberg.com)
- A look at what factors affect housing affordability. (nytimes.com)
401(k) plans
- Update your 401(k) beneficiaries. (morningstar.com)
- Two simple 401(k) lessons for a new college grad. (crr.bc.edu)
529 accounts
- Why 529 accounts make sense for just about everyone. (moneychangeseverything.substack.com)
- What to do with an overfunded 529 account. (advisorperspectives.com)
Lists
- Five common financial questions, answered. (contessacapitaladvisors.com)
- Five questions to ask, if you can’t ask someone how much money they make. (marketwatch.com)
- Four things you really shouldn’t worry about. (morningstar.com)
- Four easy financial wins. (thedailyupside.com)
Work
- Darius Foroux, “Most negative criticism doesn’t come from people who want to help you improve.” (dariusforoux.com)
- The case for starting your career in a smaller city. (marketwatch.com)
Personal finance
- Jordan Grumet, “The first year after any major life change is often confusing, emotional, and profoundly incomplete.” (jordangrumet.substack.com)
- Even if you hire a financial advisor you need to have an understanding of money. (jordangrumet.substack.com)
- AI models are not a trusted fiduciary. Be careful. (abnormalreturns.com)
- Money is nothing without meaning. (awealthofcommonsense.com)
- The limits of healthspan are real. (meaningfulmoney.life)
- What is Coast FIRE? (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.