What We’re Reading — May 2019

The first half of 2019 is hitting its home stretch, with major markets still grappling with the latest headlines on trade wars, election jockeying around the world and dealmaking.

  • Memorial Day is an opportunity to honor and remember the service men and women who have sacrificed for our country (and their families). ThinkAdvisor highlights some of the financial advisors who have served in their annual Memorial Day piece.
  • High-stakes succession. Institutional Investor’s Julie Segal handicaps the race for who may succeed Larry Fink at the helm of BlackRock.
  • Simple, but not easy. Barron’s offers up 10 Rules for Financial Freedom. A lot of good commons sense that most of us still have a hard time following.
  • Six hours with Charlie Munger. The Wall Street Journal’s Jason Zweig and Nicole Friedman visited the Berkshire vice chairman ahead of the company’s annual meeting and came away with notebooks full of the typical Munger-isms. A favorite: “Well, I have always sought, since I quit law practice [in 1965], to have a lot of time in every day to read and think. And talk to a few friends about this or that. And I don’t do that because it will make me more money, I do it because it’s my nature. And I had to use that nature because I needed a living for a big family. But it’s just my nature.”
  • Sign of the times? With so much attention on ETFs these days, Ropes & Gray published a guide to converting traditional open-end funds into exchange-traded funds.