Investing

Annuities are often touted as the “cure” for all that ails your retirement.  Baby Boomers and retirees are the prime target market for the annuity sales types. You’ve undoubtedly heard…

I’ve been waiting to publish my 2022 goals until now because there’s some whacky statistic out there that says most people give up on their goals by January 15. Therefore,…

It’s Martin Luther King Day and I want to talk about the thing that I think is at the root of racial injustice – economic inequality. Why do some neighborhoods…

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the perils of planning during a pandemic. Quote…

Photo credit: jb In case you didn’t realize it, the IRS made some changes to the RMD process, which applies to Required Minimum Distributions in 2022 and years thereafter. For…

Executive Summary Providing financial planning services takes time. A lot of time. In fact, according to a recent Kitces Research study, the average advisory firm spends 10 hours just constructing…

[Editor's Note: The White Coat Investor wants to help you. And we want to give away a bunch of swag for only a few minutes of your time. Complete our…

Hope your long weekend is going well. Here are some things I think I am thinking about: 1) Has inflation finally peaked?  I am ready to call it. Inflation has…

Quote of the Day "You never can predict the economy. You can’t predict the stock market." (Peter Lynch) Chart of the Day Bank stocks have had a good run of…

First the podcast episode blew up, now the YouTube version is taking off. Emlen and Dasarte crushed it on the show this week. Watch it above and subscribe to the…

By Josh Katzowitz, WCI Content Director For months, the future of the Backdoor Roth IRA has been one big unknown. And it’s causing all kinds of consternation across the internet…

On Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check out last week’s edition here. Have a great…

A coronavirus-focused linkfest is a weekly feature here at Abnormal Returns. Please stay safe, get a booster shotat a vaccination site near you. You can read last week’s edition here.…

By Dr. James M. Dahle, WCI Founder For the last 10 years, we have had a tradition here at The White Coat Investor to report on the “state of the…

Quote of the Day "Perhaps you can imagine what a crash is like, but only those who have lived through it truly understand the intensity and magnitude of the experience."…

Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that 2021 ended with inflation hitting 7% – its…

Fridays are all about podcast links here at Abnormal Returns. You can check out last week’s links including a look at what happens with algorithms pick podcast ads. The biz…

Much has been written about the high cost of having kids. Spending $300,000 – $1,000,000 per kid through high school is a lot of money. However, less has been written…

Welcome to the latest episode of The Compound & Friends, a new podcast from your favorite financial and investing commentators. This week, Michael Batnick, Emlen Mattingly, Dasarte Yarnway, and Downtown…

[Editor's Note: The countdown to the 2022 Physician Wellness and Financial Literacy Hybrid Conference in Phoenix is officially on! We’re less than a month away from WCICON22 (February 9-12), and…

Quote of the Day "The net result of the high confidence is startling: investors are now committing the most money to the most abstract opportunities in history while paying the…

Thursdays are all about longform links on Abnormal Returns. You can check out last week’s linkfest including a look at the unknown costs of our plastic consumption. Quote of the…

Executive Summary Traditionally, financial planning meetings were held in person, which created intimacy, but limited an advisor's clientele to those who could physically get to their office. Advancements in technology…

Today we discuss what happened in Congress and how, for now at least, the Backdoor Roth lives on. You can proceed with your contributions as planned. If at some point…

Quote of the Day "There are many awful ways to invest that we should avoid at all costs, but there is also no right way - just a range of…

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond…

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond…

Wall Street Journal this morning: U.S. inflation closed out 2021 at its highest level since 1982 as robust consumer demand exacerbated pandemic-related supply shortages. The Labor Department said the consumer-price…

Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at a sure-fire way to boost your happiness. Quote of…