Investing
Functional Longevity: What Use Is Retirement If You Can’t Move and Think?
[Editor's Note: If one of your goals for 2023 is to learn about how to invest in real estate, we have a FREE resource for you. Welcome to the Real Estate Masterclass, where we’ll email you a series of videos about…
Thursday links: index optionality
Quote of the Day "Indexing your wealth provides optionality." (Jack Raines) Chart of the Day Meta ($META) is more than $200 billion in market cap since November. (chart via @ycharts) (msn.com) Markets Strategy Companies Finance Funds Global Economy Earlier on Abnormal…
Longform links: a source of envy
Thursdays are all about longform links on Abnormal Returns. You can check out last week’s linkfest including a look at how online platforms die. Quote of the Day "Ultimately, envy is the result of not knowing who you are." (Lawrence Yeo)…
Introduction to Secure Act 2.0
Transcription – WCI – 300 Intro:This is the White Coat Investor podcast, where we help those who wear the white coat get a fair shake on Wall Street. We've been helping doctors and other high-income professionals stop doing dumb things with…
Wednesday links: when volatility is your friend
Quote of the Day "Volatility is your friend if you are saving money on a regular basis and define your time horizon in decades as opposed to months or years." (Ben Carlson) Chart of the Day The Russell 200 is at…
Why Early Retirement / FIRE Is Becoming Obsolete
Early retirement / FIRE is becoming obsolete and that’s a good thing! No longer do you have to grind as hard and save as much to quit your job ASAP. Today, you can find many better ways to earn a living…
How To Become A Less-Stressed Millionaire
Generation Y has, for lack of a better term, “been through it.” Our generation has lived through some of modern history’s most monumental economic and social events. The result? Stress, and for some, lots of it. Nearly 44% of Generation Y report…
Gavin Spitzner is Future Proof
Gavin Spitzner loved the wealth management industry and the industry loved him back. Gavin was the founder of Wealth Consulting Partners and he was one of the most well known and beloved voices in the business. He passed away on Monday…
Personal finance links: trading time
Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at why many financial decision don’t need to be all-or-nothing. Quote of the Day "In general, I don’t love the idea…
Now listen up and listen good
Now listen up and listen good. Last May 4th, Fed Chairman Jay Powell told a press conference that “A 75 basis point increase is not something that the committee is actively considering.” Five weeks later, the Fed hiked rates by 75…
Paid Solicitation Under The SEC Marketing Rule: Using Third-Parties For Lead Generation And Prospecting
× Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's group administrator to enable this feature. If you do not know who your group administrator is you…
When Everything Clicks into Place: How Foreign Travel Can Make You a Better Doctor
By Dr. Michael Mulick, Guest Writer One day in 2010, I approached my department chair to give my notice. I was working my first attending job as an anesthesiologist, and I wished to travel the world. “I’ll stay until the end…
Understanding the FOMC through the eyes of a child
Picture Credit: Harper Collins, Simon & Schuster, with an assist from Pinetools.com || As is common with ChatGPT: explain this to me in a way that a five year old would understand. I have five grandchildren living near me. The oldest…
FAQ Answers – Part 2
Here’s the second batch of answers from the Ask Me Anything. If you missed part 1 you can catch it here. Topics include Bitcoin, ESG investing, the debt ceiling, the death of 60/40 and more. I hope you enjoy this and if…
Tuesday links: get-rich schemes
Quote of the Day "All of these easy get-rich schemes use similar themes: Making it look simple to earn lots of money without much experience, expertise, or effort." (Barry Ritholtz) Chart of the Day Central bank gold buying surged the past…
The Consumer Is Starting to Freak Out
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►S&P Reshuffles – “Growth and value indexes run by S&P…
Research links: considering all factors
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out including a look at the difference between arithmetic and geometric returns. Quote of the Day “If there is reason to believe that companies are vulnerable to…
#FA Success Ep 318: From So Many Clients To So Few: Transitioning From Retail Brokerage To The Multi-Family Office, With Ali Swart
× Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's group administrator to enable this feature. If you do not know who your group administrator is you…
FSKAX vs. FZROX: Which Fidelity Fund Is the Best?
[Editor's Note: The best way The White Coat Investor can learn more about what our readers want and how we can serve you better is, simply put, to ask you. That’s why we’re asking you to take a few minutes to…
Rolling Over Leftover 529 Funds Into A Roth IRA: Who Benefits?
A 529 plan is one of the best generational wealth transfer vehicles. Instead of just giving our kids or grandchildren money, it’s way better to give them the gift of education. Thanks to the SECURE Act 2.0, we will be able…
Monday links: termination by email
Quote of the Day "Perhaps the most appalling aspect of termination by email is the asymmetry between what corporations expect of their workers and how they treat them in return." (Elizabeth Spiers) Chart of the Day Why the used car market…