Featured Articles: Good Writing From Around The Web
Yeah California!!!
“We found that financially mindful users were willing to take on more risk in their portfolios.”
Will You Marry Me (Again)?: The Rise of ‘Divorce Regret’
Nearly 1/2 of marriages end in divorce, but some of those divorces end in re-marriage!
How Do Clients Choose Wealth Managers?
Buyer Beware!!! 95% of prospective wealth management clients see “access to sophisticated products they don’t know about” as either VERY or EXTREMELY important. IMHO – 100% of them NEED to be reminded that “sophistication” is usually a justification for higher fees.
Retail Investors Won on Fees But Are Losing on Risk
And related… It’s easy for anyone to manage cost now; it is still incredibly hard to manage risk (especially given our biases for “sophisticated tools”).
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Whatever your age, if you seek financial independence, then there are three things you need:
1. Your independence number
2. A resilient “all-weather” portfolio – what we call a Mindful Portfolio
3. A responsive withdrawal process – what we call Mindful Management
If you are not clear about any of these items, I hope you will join us for our Financial Independence Bootcamp where we will answer each of these questions together.
Always reading, always learning, Jonathan hand-selects these articles for readers each week. To view Jonathan’s curated articles from previous weeks, CLICK HERE.
