Abnormal Returns

MAY 26, 2024

downtownjoshbrown.com) Strategy The economy is not the stock market, and vice versa. caia.org) Policy How the Retirement Savings for Americans Act (RSAA) would help lower income workers. slowboring.com) Economy Air travel is now well above pre-pandemic levels. wsj.com) Some words of wisdom from Ed Borgato.

Financial Advising 267

Financial Advising Economy Education Media 267

Abnormal Returns

FEBRUARY 21, 2024

(ritholtz.com) Khe Hy talks with Kyla Scanlon about lessons learned from the attention economy. youtube.com) Retirement Why planning in retirement is so challenging. Rowe Price about non-financial considerations in retirement. morningstar.com) People work in retirement for any number of reasons.

Retirement 275

Retirement Retirement Planning Portfolio Management Financial Advisor 275

Abnormal Returns

AUGUST 4, 2024

spyglass.org) Work How a national retirement savings plan would work. sherwood.news) Economy The U.S. economy is on shakier ground. ft.com) The labor economy has slowed down to pre-pandemic levels. (marketwatch.com) How Twitch could turn into another Amazon ($AMZN) 'zombie' brand. million on a URL? sherwood.news) The U.S.

Financial Advising 274

Financial Advising Startup Economy Taxes 274

Abnormal Returns

JULY 28, 2024

wsj.com) Chuck Royce, founder of Royce Funds, is retiring. ft.com) Economy The case for the Fed to cut rates. wsj.com) How the post-pandemic economy is messing with the Sahm Rule. (wsj.com) Revolut now has a UK banking license. ft.com) Fund management Does your alternatives fund charge fees on gross or net assets?

License 289

License Financial Advising Economy Economics 289

Abnormal Returns

JUNE 3, 2024

bloomberg.com) Ed Slott talks about his book "The Retirement Savings Bomb Ticks Louder." finance.yahoo.com) A rave review for Kyla Scanlon's "In This Economy: How Money & Markets Really Work." marginalrevolution.com) AI AI threatens the business models of wide swaths of the web.

Financial Advising 278

Financial Advising Media Retirement Economy 278

Abnormal Returns

JUNE 21, 2024

vulture.com) Economy Scott Galloway talks with Kyla Scanlon author of "In This Economy? theringer.com) Steve Chen talks with Andrew Biggs about the 'retirement crisis.' Listening The Longform Podcast is calling it quits. defector.com) A list of some of the most popular (and influential) podcasters.

Economy 278

Economy Management Retirement Economics 278

Abnormal Returns

JUNE 24, 2024

youtube.com) Callie Cox talks with Jeff Benjamin about her new role at Ritholtz Wealth and the state of the markets and economy. kitces.com) A Q&A with Ed Slott, author of "The Retirement Savings Time Bomb Ticks Louder." Podcasts Josh Brown and Michael Batnick talk digital assets with Ric Edelman. Why you need a plan.

Financial Advising 275

Financial Advising Assets Retirement Economy 275

Abnormal Returns

OCTOBER 19, 2023

ft.com) Sentiment How media is driving a wedge between the economy and sentiment. bonddad.blogspot.com) Economy Still no sign of a pick up in weekly initial unemployment claims. calculatedriskblog.com) Dr. Copper should be retired. (wsj.com) Mortgage rates have hit 8%. disciplinefunds.com) Existing home sales are in free fall.

Financial Advising 263

Financial Advising Investments Investing Media 263

Abnormal Returns

OCTOBER 29, 2023

ritholtz.com) Retirement On the prospects for a federal auto-IRA program. investmentnews.com) Why full retirement ages are going to have to rise. npr.org) Economy The Fed is on the verge of breaking something. disciplinefunds.com) Some cracks are showing in the consumer economy. (blairbellecurve.com) The U.S.

Financial Advising 262

Financial Advising Retirement Budgeting Economy 262

Abnormal Returns

APRIL 28, 2024

Then tell grandma she can never retire." sherwood.news) Economy Americans are making more grocery store stops in order to combat food inflation. (nytimes.com) Demographics Catherine Rampell, "Don’t want more immigrants in this country? wapo.st) More countries are seeing a drop in working age populations. axios.com) The U.S.

Financial Advising 277

Financial Advising Food Media Retirement 277

Abnormal Returns

APRIL 1, 2024

ft.com) Global How India's economy performed under Modi. nytimes.com) When living in France is a better option in retirement. nytimes.com) Economy Economists are struggling with post-pandemic labor data. (nytimes.com) Russian disinformation about Ukraine is in overdrive. ft.com) Some positive news on the manufacturing front.

Assets 261

Assets Financial Advising Wealth Management Engineering 261

Abnormal Returns

NOVEMBER 12, 2023

retirements. (fa-mag.com) ft.com) Economy Q4 GDP is tracking at 2%. tker.co) On the divergence between consumer sentiment and the economy. (theblock.co) Demographics U.S. population is expected to start declining in the second half of the 21st century. census.gov) The Covid pandemic created 2 million excess U.S.

Financial Advising 284

Financial Advising Economics Economy Manufacturing 284

Nerd's Eye View

OCTOBER 7, 2022

From there, we have several articles on retirement planning: Defying popular wisdom, a research study argues that younger workers should delay saving for retirement, even if it means foregoing a company match. A survey shows how individuals in 17 advanced economies rank what brings them the most meaning in their lives.

Financial Planner 245

Financial Planner Retirement Planning Retirement Economy 245

The Big Picture

JANUARY 12, 2023

Numerous factors have reduced the potential labor pool: Decreased in immigration, record new business launches (self-employed), 10 million workers out with long COVID (and almost half a million workers dead from Covid); increase in disability, and plenty of early retirements. The biggest issue in the Labor market is an insufficent supply.

Economy 299

Economy Economics Media Retirement 299

Abnormal Returns

NOVEMBER 10, 2023

Economy Kyla Scanlon talks with David Dayen about the gap between the economy and consumer sentiment. open.spotify.com) Bogumil Baranowski talks with Frazer Rice about the distinctions between current and legacy wealth, retirement planning vs. estate planning.

Retirement Planning 264

Retirement Planning Estate Planning Economy Media 264

Mish Talk

DECEMBER 2, 2022

Economy Added 263,000 Jobs in November" Both reports and mainstream in general miss the big picture captured in my lead chart. Some of those dropping out of the labor force retired because they wanted to retire. Still others took advantage of a strong stock market and retired early. Unemployment Rate.

Retirement 327

Retirement Manufacturing Numbers Economics 327

Abnormal Returns

FEBRUARY 8, 2024

etfthinktank.tidalfinancialgroup.com) Economy Checking in on Q1 GDP nowcasts. abnormalreturns.com) Personal finance links: retirement preparedness. (wired.com) ETFs Bonds have lagged in terms of passive management, but are catching up. econbrowser.com) The Sahm Rule will not trigger any time soon. year-over-year.

Financial Advising 264

Financial Advising Marketing Marketing Media 264

Abnormal Returns

JULY 26, 2023

youtube.com) Christine Benz and Jeff Ptak talk with Joel Dickson of Vanguard about the state of retirement saving in America. Our lives, the economy, and the markets are constantly in flux." sciencedaily.com) What you give up when you retire. Podcasts Doug Boneparth and Morgan Housel talk decision making with Cass Sunstein.

Fiduciary Duty 244

Fiduciary Duty Retirement Financial Advisor Investing 244

Abnormal Returns

FEBRUARY 13, 2024

ft.com) IBM ($IBM) is funding 'retirement contributions with the surplus in its overfunded defined benefit plan rather than with corporate cash contributed to its 401(k) plan.' riabiz.com) Economy Core CPI ex-shelter was up 2.2% (ft.com) Companies How long will the 'Berkshire Hathaway ($BRK.A) Way' prevail? in December.

Financial Advising 277

Financial Advising Startup Retail Media 277

The Big Picture

SEPTEMBER 26, 2022

If anything, it feels like the Fed wants to fight us, all of us, including the stock market and the economy. The Fed is actively trying to crash the stock market, break the housing market and push the economy into a recession. That’s not the case anymore. How do I know this? Wealth of Common Sense ). • Institutional Investor ).

Engineering 306

Engineering Economy Manufacturing Retirement 306

Abnormal Returns

SEPTEMBER 27, 2023

podcasts.apple.com) Christine Benz and Jeff Ptak talk with Michael Santoli about the state of the stock market and economy. dariusforoux.com) Want to be happier in retirement? Podcasts Joe Weisenthal and Tracy Alloway talk with Morgan Housel about how to think about money. humbledollar.com) Why it is so hard to slow down.

Estate Planning 278

Estate Planning Taxes Insurance Retirement 278

Abnormal Returns

AUGUST 20, 2023

marketwatch.com) Economy Why the Fed needs a new model of inflation. newsletter.abnormalreturns.com) Mixed media When your collectibles become your retirement fund. (kyla.substack.com) America's technology sector needs more immigrants. fastcompany.com) How 'tiny houses' could help transition the homeless into permanent housing.

Financial Advising 245

Financial Advising Insurance Media Retirement 245

Nerd's Eye View

AUGUST 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the ups (..)

Financial Planner 246

Financial Planner Taxes Financial Planning Estate Planning 246

Abnormal Returns

OCTOBER 6, 2022

axios.com) Economy Weekly initial unemployment claims are on the rise. abnormalreturns.com) Personal finance links: failing retirement. (hollywoodreporter.com) Why creators fall for the pitch from bigger platforms. om.co) Venture capital The global VC pullback continues apace. Then check out our weekly e-mail newsletter.

Financial Advising 245

Financial Advising Media Retirement Economy 245

Integrity Financial Planning

MARCH 19, 2023

What Is Rolling Recession You may have noticed that the economy after the pandemic has been very up and down. A recession is traditionally defined as a consistent, widespread downturn in the economy. [1] 1] [link] [2-5] [link] The post What Does a Rolling Recession Mean for Your Retirement?

Retirement 98

Retirement Economy Economics Financial Planning 98

Abnormal Returns

JUNE 10, 2024

(hunterwalk.com) Finance Three of the biggest financial firms (Blackrock, JP Morgan Chase and Blackstone) all have CEOs at or near retirement age. investmentnews.com) Economy The U.S. economy is lapping the competition. barrons.com) Companies are continuing to offload their pension obligations to insurance providers.

Financial Advising 201

Financial Advising Startup Economy Insurance 201

Integrity Financial Planning

MARCH 28, 2023

Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. Changes in the Global Economy For many years the world has been growing economically. 4] What This Means for You The economy is in an uncertain place right now.

Retirement 88

Retirement Marketing Marketing Retirement Planning 88

Abnormal Returns

DECEMBER 5, 2023

ft.com) A retired coal plant is soon set to power a crypto mining operation in Indiana. institutionalinvestor.com) Economy Per the October JOLTS reports, jobs openings are falling. (awealthofcommonsense.com) It's hard to build long term wealth with T-bills. indystar.com) Who hasn't filed for a spot Bitcoin ETF? year-over-year.

Financial Advising 264

Financial Advising Media Retirement Banking 264

Mish Talk

NOVEMBER 17, 2022

Some of Ms. George’s colleagues have recently said that they still see a way for the Fed to bring inflation down without a serious downturn, but Ms.

Retirement 263

Retirement Economy Marketing Marketing 263

Integrity Financial Planning

JANUARY 9, 2023

Between 1991 and 2021, annual inflation averaged 2.5%, close to the Federal Reserve’s desired 2% target, which many believe to indicate a healthy economy. [1] 2] With higher prices in consumer goods, retirees may have had to reevaluate their withdrawals and spending on retirement accounts as their income became strained. 1] [link]. [2]

Accounting 97

Accounting Retirement Economics Financial Planning 97

Abnormal Returns

JANUARY 31, 2023

electrek.co) Putting Grayscale Bitcoin Trust ($GBTC) into retirement accounts has backfired. freightwaves.com) Economy Per Case-Shiller, national home prices fell in November 2022. (covestreetcapital.com) 20 lessons Seth Klarman learned from the GFC including 'Do not accept principal risk while investing short-term cash.'

Startup 246

Startup Financial Advising Media Retirement 246

Calculated Risk

AUGUST 6, 2023

This is probably because more people are staying in school (a long term positive for the economy). 4) The decline in teenager participation is one of the reasons the overall participation rate has declined (of course, the retiring baby boomers is the main reason the overall participation rate has declined over the last 20+ years).

Retirement 233

Retirement Economy 233

Abnormal Returns

JANUARY 21, 2024

(nytimes.com) Incentives for retirement savings are going to the wrong workers. nytimes.com) Rogé Karma, "Even as the pandemic has released its grip on our economy and civil society, it has yet to fully work its way through our politics." theatlantic.com) Economy Americans are pretty happy with their own finances.

Financial Advising 213

Financial Advising Economy Manufacturing Media 213

Abnormal Returns

FEBRUARY 23, 2023

morningstar.com) It's easy to forget how bad 2022 was for retirement account investors. theatlantic.com) Economy Still no sign of a sustained uptick in weekly initial unemployment claims. Markets Higher for longer, has put pressure on bond yields in February. cnbc.com) Strategy Not everyone is giving up on the crypto markets.

Financial Advising 246

Financial Advising Media Retirement Banking 246

Abnormal Returns

JANUARY 25, 2023

pionline.com) Global Why France is pushing back against raising the retirement age. noahpinion.substack.com) Economy The debt ceiling debate is ridiculous. (riabiz.com) How do active managers justify their own work? evidenceinvestor.com) Invesco ($IVZ) is closing 20 ETFs. msn.com) Some surprising facts about Japan.

Financial Advising 246

Financial Advising Startup Media Retirement 246

Nationwide Financial

JUNE 9, 2023

Key Takeaways: The last two years have been marked by the highest inflation rates in decades; your clients saving for retirement can use this to their advantage through short-term investments, tax deferral, and insurance products offering better benefits. It wasn’t that long ago that inflation was almost non-existent in the economy.

Retirement 98

Retirement Clients Certification Taxes 98

Carson Wealth

MARCH 2, 2023

Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client). But even if you feel confident today, would it be reasonable to retire early? How Early Is Early?

Retirement 98

Retirement Taxes Accounting Financial Advisor 98