Here are your Quick Hits:
The Price of Happiness in Every Country:
- I thought this piece was super enlightening!
- Not sure if you really can put a price on happiness as most of us know that “mo money, mo problems!”
- This at least gives a good attempt to see how people few happiness and what it would cost to get it.
3 Mistakes to Avoid With Your Investment Portfolio in 2024
- Good piece to send to prospects this week in your list drips.
- “The first mistake is failing to rebalance. Investors should really take a look at their current portfolio’s asset allocation relative to whatever their target is for that asset allocation.”
- “The final mistake is mismanaging income-producing securities like lower-quality bonds.”
The Big Retirement Question Many Advisors Overlook
- Love this question!! – definitely one I would add to every first meeting.
- “What does your retiring client want to do with the time once spent at work, and how will they pay for those activities?”
- “Advisors owe it to their clients to help them create a real lifestyle — complete with time and funds to explore these passions and pastimes — and to ensure that loved ones can be part of this plan,”
The Most Overrated Things in Personal Finance
- I got a lot of great value from this piece.
- “Unfortunately, while many of these ideas are great in theory, they tend to not measure up in practice. These are what I refer to as the most overrated things in personal finance.”
- Favorite part of this was the last part titled “What’s Not Overrated.” Check it out.
