Tim’s Top Links – 1/24/20

We had a great discussion about taxes on this week’s episode of the podcast.  It aired yesterday, and if you missed it you can listen to it here!  Enjoy the weekend!

Here’s what I’ve been reading this morning:

‘How Does Your 401(k) Stack Up?’ – Mullooly Asset Show

  • In this week’s episode, Tom shares some 401(k) average numbers from Investopedia and asks viewers how they stack up, and if it matters.

‘Asset Allocation Quilt Redux’ – Ben Carlson – A Wealth of Common Sense

  • Another year in the books, so that means Ben updates his yearly performance quilt to show how the different asset classes performed.

‘Goals are Different Than Plans – You Need Both’ – James E. Wilson

  • James writes about how goals and plans are two different things, and without plans your goals can be rather meaningless.

‘Does Schwab’s Growth Threaten Vanguard’s Domination?’ – Allan S. Roth – Financial Planning

  • Vanguard has controlled a large portion of the retail investing business to date, but Schwab could be closing in.  What does that mean for advisors and investors?


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