Investing

By Dr. Charles Patterson, WCI Columnist For the last several years, the good folks over at the Thrift Savings Plan (TSP) have been hard at work giving their program a…

Here are some things I think I am thinking about: 1) Are we in a recession?  Today’s GDP reading officially shows two quarters of negative GDP. This has been a…

Quote of the Day "Forcing people to show up so they can hide behind a screen in the office is lazy." (Seth Godin) Chart of the Day (wsj.com) Markets Strategy…

Thursdays are all about longform links on Abnormal Returns. You can check out last week’s linkfest including a look at why the ultra-wealthy love their gigayachts. Quote of the Day…

It’s been an honor and a pleasure writing, recording and filming for you guys all year. 2022 has been incredibly challenging as an investor, a financial advisor, an investment advisory…

Executive Summary Financial advisors are often innately inclined to set long-term goals and stay on the course to help their clients achieve their goals, as the advisor understands the bigger…

Today on the podcast we talk about a variety of topics that we think you will find helpful. We discuss tax credits, foreign tax credits, insurance tax code changes, and…

Qualcomm revenues beat, but company issues weak fourth quarter outlook from CNBC. Meta misses on top and bottom from CNBC.

Quote of the Day "First-level thinkers look for simple formulas and easy answers. Second-level thinkers know that success in investing is the antithesis of simple." (Howard Marks) Chart of the…

Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the high costs of elder care. Quote of the…

The Fundrise Innovation Fund is a new fund investing in mid-to-late-stage private tech companies. More broadly, the fund intends to focus on companies within specific sectors that have strong macro…

Executive Summary Financial planning is both an art and a science. While an advisor needs technical financial planning knowledge to create and implement plans for clients, soft skills that involve…

[Editor's Note: What exactly do you get when you sign up for the upcoming Zero To Freedom Through Cashflowing Rentals course? Dual physician couple Kenji and Leti will teach you…

Quote of the Day "I know that I cannot predict or time financial markets, and I am aware of what the rational, optimal course of action is. Yet it feels…

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,…

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a look at the role of gold in a diversified portfolio.…

Executive Summary Welcome back to the 291st episode of the Financial Advisor Success Podcast! My guest on today's podcast is Amy Irvine. Amy is the owner of Rooted Planning Group,…

[Editor's Note: DLP Capital Partners has been a preferred partner of The White Coat Investor for a long time, and the reason why is simple: The real estate investment group…

Quote of the Day "Headlines are also a giant distraction to the business of investing." (Ben Carlson) Chart of the Day Home bidding wars are fading away. (redfin.com) Companies Fund…

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at when tax loss harvesting doesn’t make sense. Quote…

As someone who has been consistently invested in private real estate deals since late 2016, I’m now firmly in the window for receiving distributions. My investment thesis to invest in…

Executive Summary 2022 was a year that began with high hopes as households were slowly re-emerging from pandemic shutdowns, markets were reaching new highs, and most advisory firms had growing…

Can you spot what’s wrong in the image below? Please post your answer as a comment. Ugh, this one makes the sender look uneducated, but it’s probably the result of…

By Dr. James M. Dahle, WCI Founder There are a lot of financial gurus and talking heads out there. It sure would be easier to interpret their advice if there…

Quote of the Day "If you find something that is true in more than one field, you’ve probably uncovered something particularly important." (Morgan Housel) Chart of the Day Commodities are…

By Dr. James M. Dahle, WCI Founder The greatest financial risk for physicians is losing the ability to turn the knowledge and skills you spent a decade learning into a…

Here are some things I think I am thinking about: 1) The Money Multiplier Lives! Longtime readers are probably very tired of watching me try (unsuccessfully) to kill the money…

Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Financial Planning Association has announced a major…

Quote of the Day "Everybody blames the Federal Reserve. If inflation rises, the Fed must have set interest rates too low. If the economy slows, it pushed them too high."…

Fridays are all about podcast links here at Abnormal Returns. You can check out last week’s links including a look at the Elon Musk-Twitter battle. The biz Economics Antti Ilmanen…

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Shannon Saccocia, and Downtown Josh Brown discuss the Nasdaq bounce, inflation vs spending, good news for…

[Editor's Note: With an 8% targeted preferred return, consistent quarterly distributions, and a projected 15% IRR over the next five years, the Peak Housing REIT could be your next big…

From the guy who told you to buy heartland real estate in 2016, I’ve got another long-term investment idea I think you should consider. Investing in rare books and various…

Quote of the Day "Here is the thing you need to know about uncertainty: It is always and forever exactly the same. The future is unknown and unknowable, inherently uncertain.…