Tim’s Top Links – 6/27/19

If you know a teacher, or are a teacher, you really need to listen to this week’s podcast!  It is linked below, and there’s extremely important information regarding your 403(b) plans from this week’s guest.

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

‘075 – Dina Isola – Ritholtz Wealth Management’ – Living With Money

  • This week’s podcast, Dina Isola talks about issues with 403(b) plans, problems with Reg BI, and what it means to be a fiduciary among other topics.

‘What is Regulation Best Interest?’ – Mullooly Asset Podcast

  • A hot button issue recently, I talk with Tom about Regulation Best Interest (Reg BI) and what it would mean for advisors and investors.

‘Trend Following: The Epitome of No Pain, No Gain’ – Wes Gray – Alpha Architect

  • Wes analyzes the practice of trend following and comes back to the painful conclusion that while it is simple, it is NOT easy.

‘A Retirement Trial Run’ – Ashby Daniels – Retirement Field Guide

  • As much as you can prepare for retirement, the only way to know what it’s really going to be like is to live it.


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