Ways you're leaving money on the table

Conquering your inertia is the first step to big savings, plus other must-reads from wealth manager and CNBC commentator Josh Brown
FEB 14, 2014
Each week I read all of the important stories affecting your business and investments. Below is the weekly catch-up, curated just for you: Here are 10 ways you're probably leaving money on the table with your investing: (Wall Street Journal) Boomers are now officially leaving the labor force in droves — 80% of the decrease in labor market participation since 2011 has been driven by retirement. (Bloomberg) These are the top anecdotal signs of a bubble — many of which are in undeniable supply today: (CFA Institute) ...but no, it's not 1929. (The Reformed Broker) The 2014 Sports Illustrated Swimsuit Issue cover has been revealed. Cancel your plans. (Sports Illustrated) Worst. Bomb-making class. Ever. (New York Times) Joshua Morgan Brown is a New York City-based wealth manager and popular financial commentator on CNBC. You can follow his writing at The Reformed Broker blog and his random outbursts on Twitter @reformedbroker.

Latest News

Social Security trustees see one less year in insolvency countdown, project shortfall to start 2034
Social Security trustees see one less year in insolvency countdown, project shortfall to start 2034

New report shows dimmed outlook for benefits to retirees and disabled Americans, creating further pressure for federal tax hikes or more borrowing.

NY Republican Stefanik presses SEC to probe Harvard bond sale
NY Republican Stefanik presses SEC to probe Harvard bond sale

Open letter to SEC Chair Paul Atkins questions whether the Ivy League university withheld material information prior to its $750 million taxable bond offering.

Ex-LPL leader re-emerges at The Wealth Consulting Group
Ex-LPL leader re-emerges at The Wealth Consulting Group

The Las Vegas-based hybrid RIA overseeing $8.8 billion in assets has named Andy Kalbaugh president to help scale its advisor platform.

Envestnet extends investment offerings with new alts model portfolios
Envestnet extends investment offerings with new alts model portfolios

The wealth tech giant – in collaboration with Fidelity, BlackRock, State Street, and Franklin Templeton – is offering its advisor and wealth firm users more ways to diversify.

Just as wealth industry M&A was picking up, economic uncertainty could kill it again
Just as wealth industry M&A was picking up, economic uncertainty could kill it again

Deal volume increased post-election but now caution has taken over.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave