Tim’s Top Links – 11/22/19

If you missed my conversation with Ritholtz Wealth Management CFO, Bill Sweet, yesterday – fear not!  You can listen to it here!

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

‘Charles Schwab, TD Ameritrade, and You’ – Mullooly Asset Show

  • Tom addresses the rumors of TD and Schwab merging, and why it shouldn’t affect the personal relationship you have with your advisor.

‘A (Re)Construction of Goals’ – Jeremy Walter – Calibrating Capital

  • With the year coming to a close, Jeremy offers some wonderful insight into how he constructs and reconstructs his own personal goals.

‘Overconfidence – Investors’ Worst Enemy’ – Larry Swedroe – Evidence Investor

  • Larry writes in his latest post about why overconfidence, not better info, is the biggest risk and motivation for people to trade their investments.

‘To Roll or Not to Roll’ – Maureen Wright – The Financial Fashion Planner

  • When you move from job to job, it can be hard to choose what to do with your old 401(k).  Maureen lays out the best options for you in her latest post.


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