We are in the midst of the fantasy football playoffs these next few weeks. For those who play, it’s an exciting time. For those who don’t, now you know why lots of folks will be screaming at the TV later this weekend. There seems to be a few similarities between fantasy football and investing, though. Who knows, maybe I’ll write a blog post about it soon…
Here’s what I’ve been reading this morning:
- As advisors, we’re constantly immersed in the investing world. We sometimes take for granted that everyone knows the basics. So in this week’s blog post, we go back to the very basics with investing.
- How advisors interact with clients have definitely shifted over the years. Ben outlines how things have changed, and what might come in the next decade with direct indexing, ESG, and defined outcome investing.
- Unfortunately for most, the “smaller accounts” of the everyday person don’t get enough attention from the big advisory/brokerage firms. Fortunately for them, Tony provides some great answers to questions in his latest post that they should find helpful.
- Given the fact that something could happen to any of us when we least expect it, having beneficiaries named for your investment accounts is crucial. This post looks at the ins and outs of naming beneficiaries for your investments and retirement accounts.