10/25/17 – Wednesday’s Interest-ing Reads

  • How financially literate are you? (wsj)
  • Morgan Housel, "I’ve learned that cash earns the lowest return but offers the most options, and options can provide the highest long-term returns." (collaborativefund)
  • A ranking of the best state 529 plans. (beta.morningstar)
  • A sign of the times: Lord & Taylor sells its signature building to WeWork. (nytimes)
  • Six basic personal finance tips for new college graduates. (etfdb)
  • Americans can’t get enough fizzy water (bloomberg)
  • Testing will make personal finance advice is getting more rigorous via testing. (betterment)
  • Why the Government Goes Easy on Corporate Crime (newrepublic)
  • "Choosing an investment platform is a serious decision." (alphaarchitect)
  • How to work with a financial advisor. (forbes)
  • The Deep Unfairness of America’s All-Volunteer Force (theamericanconservative)
  • How to combine TAA strategies in a portfolio. (allocatesmartly)
  • Books that your fund managers read (livemint)
  • Quant hedge fund Two Sigma has in excess of $50 billion in AUM. (ft)
  • Are ICOs an investment or a donation? (wsj)
  • How to define what a true fiduciary is. (sellwoodconsulting)
  • In praise of shareholder activism. (econlog.econlib)
  • Gen X and Gen Y are warming to luxury brands. (nytimes)
  • Companies Must Use AI — or Else (wsj)
  • Investors shouldn’t pour money into 5-star Morningstar ($MORN) rated funds. (wsj)
  • Swedroe: Why Do Hedge Funds Exist? (etf)
  • Betterment is now valued in excess of $1 billion. (businessinsider)
  • How to asset allocate for college. (beta.morningstar)
  • Your career/lifetime earnings are your biggest asset, are you making the most of it? (genyplanning)
  • A look at Morningstar’s ($MORN) own 401(k) plan. (beta.morningstar)
  • Mark Zuckerberg has bigger plans than the White House (news.vice)
  • Funding is falling for standalone robo-advisors. (bloomberg)
  • How a Tiny Energy Company Got a $300 Million Contract to Fix Puerto Rico (inverse)
  • How "purpose and judgement" can help guide retirement planning. (rivershedge.blogspot)
  • John Rekenthaler, "Broadly speaking, investment advice succeeds with the upper class, fails the middle class, and bypasses the lower class." (beta.morningstar)
  • Mark Rzepczynski,"Investment decision-making needs to differentiate between the repetitive tasks for which brains are inefficient and the unique situations that happen infrequently and requires creative thinking." (mrzepczynski.blogspot)
  • How retirement planning for singles is different than for married couples. (obliviousinvestor)
  • TD Ameritrade pulled a fast one with advisors when it turned over its list of ETFs. (kitces)
  • Millennials are more willing to talk about money and salaries. (wsj)
  • The upsides (and downsides) of robo-advisors. (danielsolin)
  • What to do if you find an error on your credit report. (blog.independenceadvisors)
  • The jump in US oil output has not come with additional employment. (thereformedbroker)
  • Why you should trade money for time. (whitecoatinvestor)
  • A closer look at managed-payout funds. (caniretireyet)
  • Why individual stocks, even when they do well, are a hassle for advisors. (thereformedbroker)
  • Bitcoin cannot be valued. (aswathdamodaran.blogspot)
  • New rules make reverse mortgages less attractive. (wsj)
  • Even robo-advisors can fudge their fees and performance. (barrons)
  • Encouraging higher retirement savings isn’t enough. (mathinvestor)

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