There are 3 posts filed in search fund (this is page 1 of 1).
3 Best Reads of this Week
“… ironically, older retirees typically only experience a few major life transitions in the span of decades – retirement itself, a major change in health, and the death of a spouse – while it’s younger clients who actually experience a steady stream of major life transitions that may necessitate a financial advisor, from getting a new job, to going back to school, starting a business, getting married (or getting divorced!), having children, and more.”How The Financial Planning Process Differs For Young Clients: Not Simpler, But Different Complexities, Michael Kitces “The traditional search fund advice is that, below a certain scale, you’re buying a job.
Opinion: On the Nature of Long-Term Holds
In this week’s issue of Circle of Competence (#142) (highly recommended), one of the shared reads was a white-paper from the Yale School of Management, On the Nature of Long-Term Holds [of business investments].