Tim’s Top Links – 5/28/19

Hopefully everyone had a nice Memorial Day Weekend, and is ready to dive right back in today!  We’ve got a handful of awesome articles to start your short week off on the right foot.

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

‘Investment Surveys & Risk Tolerance’ – Tom Mullooly – The Human Advisor

  • Surveys are a great way to gauge risk tolerance, but also to keep advisors compliant.  Tom writes about the need for clients to keep their advisors updated on changes in their lives.

‘The Annuity Trap Teachers Need to Avoid’ – Leslie P. Norton – Barron’s

  • Tony and Dina Isola of Ritholtz Wealth Management tell their story about their efforts to reform the 403(b) space for teachers and high fees attached to variable annuities in the plans.

‘Private Matters’ – Robin Powell – Humble Dollar

  • Robin writes about the “buyer beware” mentality that applies to private equity, and what Warren Buffett has had to say on the matter.

‘Not Efficient, But Effective’ – Nick Maggiulli – Of Dollars and Data

  • Some of the most effective personal finance advice isn’t necessarily the most efficient.  As the article says, it’s about the behavior, not the math.


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