Resources


Eventually I will curate a more comprehensive list of resources. For now here are some of the better retirement or economic/investment related blogs that I read or use:

[ Note: 3/26/18 - this page has gotten a little dated.  I'll try to find some time to spruce it up this year]
[ Note: 3/20/19 - I've heard that links here have gone stale...I'll try to fix some day]

RETIREMENT FINANCE BLOGS

Can I Retire Yet by Darrow Kirkpatrick. [facebook, too] Darrow I find to be the very best of what I call "normal common sense with a quant streak." He has internalized the retirement problem for normal retirees in a way that should make sense to quite a number of people. According to his site, where he says he retired at 50, he says that he "...didn’t become financially independent by flipping real estate or trading hot stocks. I did it the traditional way: hard work, frugality, prudent investing, and patience and [I'm not a] salesperson or a financial advisor." His focus is on "simplicity, reliability, and safety" and his "mission is to help others become financially independent." He even has a section that helps one think through RVs for retirement living travel in addition to all the other math issues we have to deal with. I like it.

How Much Can I Afford to Spend in Retirement by Ken Stiener. Ken is a Fellow of the Society of Actuaries. He has been advocating the actuarial approach for determining withdrawals from self-managed retirement assets discussed in his website for over 10 years. Focusing on an approach that factors in the present value of financial and non or semi-financial assets I think he has a very sound approach (math and process) to private, personal financial retirement planning even though he claims no expertise in asset investing or financial planning.

Retirement Researcher. Wade Pfau is the Professor of Retirement Income at The American College which educates financial planners. He is also the Director of Retirement Research for McLean Asset Management and inStream as well as one of the more active and eminent researchers today in retirement finance academic research. His blog/site is a treasure trove of knowledge capital on retirement topics.

Retirement Café by Dirk Cotton. Dirk is a retired executive of a Fortune 500 technology company. Since retiring in 2005, he has researched and published papers on retirement finance, spoken at retirement industry conferences and events, and regularly posted on retirement finance issues at his blog, The Retirement Cafe. He is currently a Thought Leader at APViewpoint (Advisor Perspectives' online community of investment advisors and financial planners). He provides retirement planning advice as a fee-only financial planner.  Dirk has an innovative point of view on retirement finance and is worth watching.  His blog and research have a high probability of adding new things to the world's knowledge capital on retirement finance.


THE ECONOBLOGOSPHERE

Abnormal Returns.   Abnormal Returns brings the best of the investment blogosphere to our readers every day. For nine years this “forecast-free investment blog” has become a fixture on the financial scene.

Ritholtz.com. Barry L. Ritholtz is the founder and chief investment officer of Ritholtz Wealth Management. Launched in 2013, RWM is a financial planning and asset management firm, with over $227 million in assets. Mr. Ritholtz is a frequent commentator on economics and financial markets, and has appeared as a regular guest in most major media outlets.

The Reformed Broker. New York City-based financial advisor and the CEO of Ritholtz Wealth Management… author of the books Backstage Wall Street and Clash of the Financial Pundits from publisher McGraw-Hill. The Reformed Broker began in November of 2008 and has become one of the most widely-read sites on the financial web. This blog is about markets, politics, economics, media, culture and finance.

Pragmatic Capitalism. Pragmatic Capitalism is the personal blog of Cullen Roche that attempts to cut through the noise and describe the world as it is while providing answers to the toughest questions in finance and economics.  The goal of the website is to help educate and inform through an unbiased and open-minded approach.

A Wealth of Common Sense. A Wealth of Common Sense is a blog that focuses on wealth management, investments, financial markets and investor psychology.

Enterprising Investor at the CFA Institute. The Enterprising Investor is a forum for analysis of current issues in finance and investing. Written for investment professionals by investment professionals, it aims to elevate the most compelling perspectives from the sea of opinions and research; to contextualize the many educational offerings of CFA Institute; and to provoke debate and an exchange of ideas among serious investment practitioners about topics of the day.

The Irrelevant Investor. As Director of Research at Ritholtz Wealth Management, Michael Batnick, CFA reads research publications and stays on top the latest trends in the industry.

American Institute for Economic Research. AIER produces timely and in-depth analyses of trends affecting the national economy. Each month we offer an accurate read of current conditions and a reliable near-term outlook for business growth, inflation, and capital markets, and report on the results of our on-going research.

The Grumpy Economist. This is a blog of news, views, and commentary, from a humorous free-market point of view. After one too many rants at the dinner table, my kids called me "the grumpy economist," and hence this blog and its title. In real life I'm a Senior Fellow of theHoover Institution at Stanford. I was formerly a professor at the University of Chicago Booth School of Business. I'm also an adjunct scholar of the Cato Institute.

Meb Faber. Meb is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs, separate accounts and private investment funds. Mr. Faber has authored numerous white papers and three books: Shareholder Yield, The Ivy Portfolio, and Global Value. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker.


St. Louis Federal Reserve Bank - Fred Blog. This site offers a wealth of economic data and information to promote economic education and enhance economic research. The widely used database FRED is updated regularly and allows 24/7 access to regional and national financial and economic data.

Federal Reserve Bank of Atlanta - MacroBlog. The Atlanta Fed's macroblog provides commentary on economic topics including monetary policy, macroeconomic developments, financial issues and Southeast regional trends.

Federal Reserve Bank of New York - Liberty Street Economics.  Liberty Street Economics features insight and analysis from economists working at the intersection of research and policy.


OTHER BLOGS AND SITES WORTH A LOOK

Nerd's Eye View, Michael Kitces. MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL.

AQR Opinion: Cliff's Perspective. Musings on quantitative investing by Cliff Assness, head of AQR. AQR helps meet the long-term investment goals of pension funds, endowments, foundations and sovereign wealth funds, as well as financial advisors. 

Mr. Money Mustache. Mr Money Mustache is a retiree who now writes bout how we can all live a frugal yet Badass life of leisure.

Center for Retirement Research at Boston College. Recognized by the New York Times as “…the nation’s leading center on retirement studies,” our research covers any issue affecting individuals’ income in retirement.

Social Science Research Network. Social Science Research Network (SSRN) is devoted to the rapid worldwide dissemination of social science research and is composed of a number of specialized research networks in each of the social sciences.

Visual Capitalist. Visual Capitalist creates and curates enriched visual content focused on emerging trends in business and investing.

Portfolio Charts. Portfolio Charts is a completely free resource for exploring passive investing strategies using intuitive charts and real world examples that look beyond the raw numbers.

Alpha Architect. Research and Insight.


Bloomberg View.

Advisor Perspectives. Advisor Perspectives is the leading interactive publisher for Registered Investment Advisors (RIAs), wealth managers, and financial advisors.


SOME RETIREMENT CALCULATORS

Many calculators are free or near-free. Paying for a calculator or simulation does not always contribute to accuracy or successful outcomes but that is another story.

Flexible Retirement Planner
CFireSim 
FireCalc
The Ultimate Retirement Calculator
Vanguard Retirement Nest Egg Calculator
AAcalc.com.  Quantitatively rigorous, scientific approach using Merton Methods
Target Your Retirement. 
E$Planner Basic.
NewRetirement

2 comments:


  1. Thank you for sharing valuable information. Nice post.
    riacompliance

    ReplyDelete
    Replies
    1. 👍. I realize some of the links are old and stale, though...

      Delete