Wealth Management

MAY 31, 2024

After Washington, Missouri is the second known state to send warning letters to advisors over the use of wealthtech tools that can access data in client retirement and banking accounts.

Retirement 299

Retirement Banking Accounting Clients 299

Abnormal Returns

JANUARY 1, 2025

financialducksinarow.com) Returns Chasing higher bank interest rates is losing its appeal. readthejointaccount.com) The case for never retiring. Jordan Grumet about finding your life purpose. youtube.com) Taxes Trading crypto? Pay your taxes. axios.com) Consider doing Roth IRA conversions for your heirs. humbledollar.com)

Taxes 162

Taxes Retirement Banking Portfolio 162

Wealth Management

MARCH 6, 2024

Plaus, who announced his retirement from Merrill Lynch last February, will lead Citi Private Bank North America. He succeeds Halé Behzadi, who will be retiring at the end of March.

Retirement 288

Retirement Banking 288

Abnormal Returns

JULY 10, 2024

podcasts.apple.com) Dan Haylett talks with David Blanchett about swapping 'financial independence' for retirement. humansvsretirement.com) Thomas Kopelman and Jacob Turner talk retirement planning with Taylor Schulte. When your bank isn't really a bank. peterlazaroff.com) Housing When buying a house, you need to ask why?

Retirement Planning 277

Retirement Planning Retirement Financial Planning Banking 277

Carson Wealth

OCTOBER 24, 2024

Retiring abroad can be a dream come true for many Americans, offering the opportunity to explore new cultures, enjoy different climates, and potentially stretch retirement savings. Taxes One of the biggest financial considerations for Americans retiring abroad is understanding how taxes will work. tax return every year.

Retirement 143

Retirement Healthcare Taxes Medical 143

Abnormal Returns

OCTOBER 2, 2024

(humansvsretirement.com) How to Retire Sammy Azzouz talks with Christine Benz author of "How to Retire Successfully: There’s More to it Than Money." thebostonadvisor.com) A Q&A with Christine Benz about her book "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement."

Retirement 277

Retirement Risk Management Accounting Insurance 277

Abnormal Returns

JANUARY 11, 2023

Podcasts Christine Benz and Jeff Ptak talk with Mark Miller, author of "Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track." (the-long-view.simplecast.com) the-long-view.simplecast.com) A discussion about when it is time to adjust your retirement plans.

Planning 245

Planning Retirement Planning Retirement Retail 245

Abnormal Returns

MARCH 15, 2023

(open.spotify.com) Christine Benz and Jeff Ptak talk with Robert Powell about generating income in retirement. morningstar.com) Banking Eight questions about the banking panic of 2023 including 'Is my money safe?' wsj.com) Retirement Retirement planning is a moving target.

Retirement Planning 246

Retirement Planning Retirement Financial Services Financial Advisor 246

Abnormal Returns

JULY 22, 2024

(wealthmanagement.com) Cash What is the future of Charles Schwab's ($SCHW) bank? citywire.com) Retirement A Q&A with Wade Pfau about the challenges of spending in retirement. thinkadvisor.com) Why staggered retirements make a lot of sense. riabiz.com) LPL Financial is uniquely dependent on cash spread for its profits.

Compliance 264

Compliance Retirement Communication Consulting 264

Abnormal Returns

MAY 10, 2023

(lifeblood.live) Banks Bank failures affect people who are not even customers of the bank. financialducksinarow.com) Retirement The math behind savings rates and retiring early. ofdollarsanddata.com) Make sure you know what you are retiring to. techcrunch.com) Medicare Nothing about Medicare is simple.

Math 246

Math Estate Planning Retirement Banking 246

Abnormal Returns

AUGUST 30, 2023

open.spotify.com) Retirement Seven things we lose in retirement including structure. morningstar.com) Why so many people fear entering retirement. wsj.com) AI could enable bank fraud via voice replication. (open.spotify.com) Morgan Housel on the difference between intelligence and smarts.

Financial Advising 263

Financial Advising Retirement Insurance Banking 263

Abnormal Returns

JANUARY 8, 2024

investmentnews.com) Retirement How should advisers model the future for Social Security benefits? crr.bc.edu) The biz RIAs are set to take additional share from banks and wirehouses. craincurrency.com) Retiring from a high profile job comes with its own challenges. riabiz.com) What is driving the 'annuity puzzle'?

Financial Advising 278

Financial Advising Retirement Consulting Banking 278

Abnormal Returns

DECEMBER 6, 2022

Retirement Automatic retirement account enrollment helps to boost participation. papers.ssrn.com) How banks make money on leveraged loans. nber.org) Financial regrets in old age. papers.ssrn.com) Research A lot of anomalies disappear once you account for the costs of short sales. papers.ssrn.com).

Startup 246

Startup Portfolio Management Retirement Accounting 246

Abnormal Returns

JUNE 19, 2024

apexmoney.com) Retirement Lessons from a 'faux retirement' including 'Balance is hard!' awealthofcommonsense.com) Piggy banks are passe. (podcasts.apple.com) The C Word What matters when your mortality stares you in the face. humbledollar.com) An appreciation of Jonathan Clements' work. How to teach kids about money.

Math 259

Math Retirement Taxes Insurance 259

Abnormal Returns

NOVEMBER 8, 2023

podcasts.apple.com) Retirement Why working longer isn't necessarily a good retirement plan. cnbc.com) Retirement is an opportunity to let go of stuff you are carrying around. tonyisola.com) No one cares more about your retirement than you. rogersplanning.blogspot.com) Questions to ask when assessing when to retire.

Financial Planner 263

Financial Planner Retirement Retirement Planning Financial Services 263

Abnormal Returns

NOVEMBER 22, 2023

(washingtonpost.com) Retirement The case for simplifying your financial life as you get older. barrons.com) What makes for a retirement super-saver. caniretireyet.com) The case for never retiring. morningstar.com) How a too-aggressive withdrawal rate can backfire early in retirement. moneytalks101.substack.com)

Retirement 279

Retirement Taxes Planning Banking 279

Abnormal Returns

MARCH 8, 2023

thebasispoint.com) Retirement How much do Americans have saved for retirement? awealthofcommonsense.com) Why many people need to help to get them to spend money in retirement. bestinterest.blog) Spending in retirement is not linear. humbledollar.com) How a reverse mortgage works in retirement.

Retirement 246

Retirement Budgeting Banking Investments 246

The Big Picture

MARCH 28, 2023

My Two-for-Tuesday morning train WFH reads: • The Fed’s anti-inflation work is almost done, with an assist from the banking crisis. My Two-for-Tuesday morning train WFH reads: • The Fed’s anti-inflation work is almost done, with an assist from the banking crisis. Irrelevant Investor ) • What’s eating Deutsche Bank? MSNBC ). •

Banking 290

Banking Retirement Economy Economics 290

Abnormal Returns

MARCH 20, 2023

standarddeviationspod.com) Banks The combined UBS-CS will be a money management giant. barrons.com) The FDIC is planning to sell SVB Private separately from the rest of the bank. citywire.com) Retirement Spending in retirement is a dynamic process. citywire.com) Adviser technologies are becoming commoditized.

Estate Planning 245

Estate Planning Retirement Communication Financial Planning 245

Abnormal Returns

SEPTEMBER 21, 2022

compoundadvisors.com) The gap between online and traditional bank savings rates is growing. bloomberg.com) Five strategies to deal with sequence of returns risk in retirement. morningstar.com) Retirement Ten reasons to claim Social Security before 70. advisorperspectives.com) How to do retirement right.

Retirement 246

Retirement Financial Planning Planning Banking 246

Nerd's Eye View

MAY 26, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that while banks have been able to attract a younger and more diverse set of financial advisors compared to the rest of the industry, thanks in part to their built-in referral stream, a relative lack of independence (..)

Financial Planner 246

Financial Planner Fiduciary Duty Retirement Clients 246

Abnormal Returns

JULY 28, 2024

wsj.com) Revolut now has a UK banking license. wsj.com) Chuck Royce, founder of Royce Funds, is retiring. (apolloacademy.com) Finance How cold-storage operator Lineage ($LINE) became the biggest IPO of 2024 so far. ft.com) Fund management Does your alternatives fund charge fees on gross or net assets?

License 289

License Financial Advising Economy Economics 289

Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)

Financial Planner 241

Financial Planner Financial Advisor Retirement Clients 241

Abnormal Returns

MAY 29, 2023

(riabiz.com) JP Morgan Chase Where First Republic Bank advisers have fled. cnbc.com) The biz Advisers were leaving banks even before the recent turmoil. kitces.com) Affluent investors are now more worried about the banking system. kitces.com) Social Security retirement ages are always a political decision.

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

Abnormal Returns

AUGUST 23, 2023

jdroth.com) Retirement You probably need less for retirement than you think. awealthofcommonsense.com) Not everyone wants to travel widely in retirement. humbledollar.com) Why banks offer flashy CD 'specials.' (wealthfoundme.com) More families are at risk from estate taxes looking out into 2025 and beyond.

Estate Planning 246

Estate Planning Retirement Communication Taxes 246

Abnormal Returns

DECEMBER 14, 2022

Podcasts Christine Benz and Jeff Ptak talks with Jamie Hopkins of Carson Wealth about some common retirement planning questions. hulry.com) Banks Americans are losing out on interest by not switching from the big banks. moretothat.com) Why you shouldn't optimize your downtime. wsj.com) Safe deposit boxes are getting phased out.

Investing 245

Investing Investments Retirement Planning Banking 245

Abnormal Returns

APRIL 3, 2024

podcasts.apple.com) Dan Haylett talks with financial advisor Ed Combs about the relationship challenges in retirement. bestinterest.blog) Why you should turn off auto-renew for your bank CDs. (ritholtz.com) Jesse Cramer talks with Peter Lazaroff about how to hang in there for the long run. Rockefeller. humbledollar.com)

Math 262

Math Financial Advisor Retirement Banking 262

The Big Picture

FEBRUARY 27, 2023

Recall last week , we were discussing thinking about the impact of retiring Baby Boomers on the equity markets and of rising rates on housing. The demographic question touches on a big issue: $6 trillion dollars in 650,000 (401k) retirement plans held by 10s of millions of Americans.

Distribution 325

Distribution Retirement Retirement Planning Taxes 325

Good Financial Cents

JANUARY 26, 2023

Early retirement has become a popular financial goal. Even if you never retire early, just knowing that you can is liberating! Can You Really Retire at 50? Can You Really Retire at 50? Table of Contents Can You Really Retire at 50? FAQs on Retiring Early at 50 It’s a big bold claim – retire at 50?

Retirement 122

Retirement Taxes Retirement Planning Accounting 122

Abnormal Returns

JULY 10, 2023

citywire.com) AI implementation in finance requires good data, which big banks have. larrykotlikoff.substack.com) A real-life example of balancing differing wants in retirement. (larrykotlikoff.substack.com) The biz Goldman Sachs ($GS) has snagged another custodian client, NewEdge Wealth. wsj.com)

Compliance 244

Compliance Recruitment Financial Planning Wealth Advisor 244

Abnormal Returns

APRIL 1, 2024

bloomberg.com) Why banks love the wealth management business. nytimes.com) When living in France is a better option in retirement. (behaviouralinvestment.com) International diversification is no panacea, but what's the alternative? wsj.com) AI You can now use ChatGPT without a login.

Assets 261

Assets Financial Advising Wealth Management Engineering 261

Carson Wealth

AUGUST 25, 2022

How much do I need for retirement?” Your financial needs in retirement can depend on dozens of factors – some known and some unknown. One or two million dollars may seem like a lot of money to have set aside for retirement. A Retirement Reality Check. The concept of retirement continues to evolve with the world around us.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

The Big Picture

MAY 24, 2023

It’s chock full of great charts and analyses, covering everything from Income, Employment, Expenses, Banking and Credit, Housing, Student Loans, Retirement and Investments, and Overall Financial Well-Being. This week saw the release of the Fed’s big annual research report, Economic Well-Being of U.S. Households in 2022.

Medical 289

Medical Media Economics Retirement 289

Abnormal Returns

DECEMBER 5, 2023

ft.com) A retired coal plant is soon set to power a crypto mining operation in Indiana. advisorperspectives.com) Why banks feel the need to enter the private credit business. (awealthofcommonsense.com) It's hard to build long term wealth with T-bills. morningstar.com) Crypto Some Grayscale crypto trusts are again trading a premiums.

Financial Advising 264

Financial Advising Media Retirement Banking 264

Random Roger's Retirement Planning

MARCH 10, 2023

The stock market had a rough couple of days due to a couple of bank failures and a few other financials that got hit hard in what looks like sympathy. Silvergate (SI) is a player in the crypto world in a way that appears to be far more involved than just about any other bank out there. SI tells us nothing about the banking system.

Banking 98

Banking Assets Management Accounting 98

The Big Picture

OCTOBER 28, 2022

Full Stack Economics ). • What the Banks Stock Rally Says About Wall Street : A strong batch of earnings have propelled bank stocks in recent days, but investors remain more cautious on the outlook of Goldman Sachs and Morgan Stanley. ( “We work among the lowest hours, we retire early and our productivity is poor. .

Startup 277

Startup Banking Food Assets 277

Good Financial Cents

OCTOBER 3, 2022

If you’re currently holding your money in a bank that’s paying 0.0-something In this guide, we’re going to provide 11 of the best online banks, most of which pay interest rates on deposits well above “traditional” banks. We’ve listed all 11 banks, and their basic features. Our Picks for Best Online Banks.

Banking 100

Banking Accounting Electronics Investments 100