Financial Advising Math Retirement 
Abnormal Returns
APRIL 1, 2024
(getelements.com) Brendan Frazier talks about the importance of listening as a financial adviser. wiredplanning.com) Retirement Spending guardrails are important in retirement, but the details matter. kitces.com) Why do adviser clients claim Social Security earlier than you would think? obliviousinvestor.com)
Abnormal Returns
SEPTEMBER 18, 2023
kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. wiredplanning.com) Christine Benz and Jeff Ptak talk retirement income with Kelli Hueler, CEO and founder of Hueler Companies. kitces.com) The structured note business is growing rapidly.
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Random Roger's Retirement Planning
APRIL 22, 2024
The article devoted a good amount of space to bond market math, focusing on the pain of owning the iShares 20+ Year Treasury ETF (TLT) and bond funds in general. financial advisers are kidding you if they say they are 'positioning' your portfolio for a specific interest-rate scenario. This is an important point.
The Big Picture
NOVEMBER 15, 2022
My theory is post great financial crisis, mom and pop said, “You know, we’re done playing this game.”. Let Mr. Market do his thing and we’ll find out how we did when we get ready to retire. The advice part of being a financial adviser is the hard part. It’s how math works. NADIG: Yeah.
Aleph
JANUARY 14, 2023
Jan 10, 2023 The California Public Employees’ Retirement System is making a $1Bn wager that small private equity firms can boost the pension giant’s returns and clout [link] CALPERS has a knack for being late… adding money to two small private equity shops now? Jan 10, 2023 CFP? It is the opposite, except in the top decile.
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