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Click here to read this on StonyFinLab.org
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Interesting Resources We Found for You
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1. Podcast: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis: [Click here]
In this special tribute, they share some of Charlie’s most valuable lessons about investing, business, & life while also conveying what made him such an inspiring & idiosyncratic character.
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2. 529 rollover to a Roth IRA: [Click here]
Thanks to new government regulations, 2024 is a big year for 529 college savings plans. Federal law removes one of the biggest drawbacks of 529 plans, particularly if you want to conduct a 529 to Roth IRA rollover.
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3. Twitter: 10 Gmail hacks @hey_madni: [Click here]
Gmail has 4 billion+ users. But only 0.1% can use it effectively. Here're 10 Gmail hacks that you may not know.
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4. Podcast: Zeke Faux on Crypto and the Digital Asset Frenzy: [Click here]
Bloomberg Radio host Barry Ritholtz speaks to Zeke Faux, an investigative reporter for Bloomberg Businessweek and Bloomberg News.
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5. Visualizing the Investments of the Ultra-Wealthy: [Click here]
This article shows how ultra high net worth individuals (UHNWIs)—people with a net worth of $30 million or more including their primary residence—allocate their wealth based on data from Knight Frank’s 2023 Wealth Report.
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1. Self Control : Behavioral Finance: What is System 1 and System 2 Thinking? | Daniel Kahneman: YouTube [Click here], Bilibili [Click here]
Video author: Ramanjot Bal, Melissa Mettrock
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Description: What is System 1 and System 2 Thinking? & When to use the different thinking approaches in making financial decisions?
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2. Personal Finance Videos Playlist Overview: YouTube [Click here], Bilibili [Click here]
Video author: Yongchen Huang, Stony Finance Lab
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Description: This video gives an overview of Yongchen’s video series of personal finance.
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To view past research videos or workshop recordings, visit our channels at
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Stony Finance Lab is a community-based finance network that aims to promote personal financial responsibility and helps the community to achieve financial confidence and financial independence through life-long learning. The emails are to distribute news and information on finance research, events, jobs related to personal finance, investments of financial and digital assets, academic finance, and entrepreneurship. All emails are for information sharing only and shall not be deemed as financial advice. The Lab is not liable for the consequence of using any information contained in the emails.
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