Tim’s Top Links – 1/8/20

Before another awesome episode of the podcast drops tomorrow morning, be sure to check out Ep. 102 from last week!  You can listen to it here!

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

‘Table Stakes’ – Brent Beshore – adventur.es

  • Brent writes about unblocking your business from its growth potential, and gives an in-depth checklist of questions to ask yourself.

‘How Much Does Rebalancing Frequency Matter?’ – Nick Maggiulli – Of Dollars and Data

  • Rebalancing your investment portfolio is a complicated subject.  In his latest post, Nick looks at when and how often you should think about rebalancing.

‘AUM is Not For You’ – Douglas A. Boneparth – Bone Fide Wealth

  • AUM has become THE metric for advisors to measure their business, but Doug writes about a shift away from that number and what it means for new advisors.

‘What I Believe Least’ – Morgan Housel – Collaborative Fund

  • Belief, as Morgan writes, doesn’t have to be black and white.  It’s a spectrum, and he outlines some things he believes LEAST on that spectrum.


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