“I have been following Michael posts,comments and publications with keen interest.I have since learnt a lot and I am informed of new developments in the industry.It is a blessing for our industry to have people like Michael dedicated and willing to share information.Every Financial Planner worth his salt will find Michael informative and a guide in the ever changing environment of our profession.Thank you you are making a difference in our lives and businesses”
About
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Head of Planning…
Activity
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Why A Mortgage Is Not Actually An Inflation Hedge Itself, But Can Provide Access To Investments That Are
Why A Mortgage Is Not Actually An Inflation Hedge Itself, But Can Provide Access To Investments That Are
Shared by Michael Kitces
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Traditional IRAs Are A 'Ticking Tax Bomb': Why, according to Ed Slott, potential upcoming increases to marginal tax rates and recent changes to RMD…
Traditional IRAs Are A 'Ticking Tax Bomb': Why, according to Ed Slott, potential upcoming increases to marginal tax rates and recent changes to RMD…
Shared by Michael Kitces
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My guest on #FASuccess podcast Ep385 is Danielle Howard, owner of Wealth By Design, a hybrid advisory firm based in Glenwood Springs, Colorado, that…
My guest on #FASuccess podcast Ep385 is Danielle Howard, owner of Wealth By Design, a hybrid advisory firm based in Glenwood Springs, Colorado, that…
Shared by Michael Kitces
Experience & Education
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Kitces.com
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Volunteer Experience
Publications
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The NextWave of Financial Planning
See publicationInvestors have high expectations for the value they receive from advisors. Yet technology innovation and new client engagement techniques are outpacing advisor adoption.
Learn the eight actions you can take now to make innovative financial planning the core of your offering with SEI’s new white paper, The Next Wave of Financial Planning.
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Advisor's Guide To Annuities
The National Underwriter Company
Designed for professionals who need to know how and when annuities work, The Advisor's Guide to Annuities provides objective, impartial guidance on what annuities can and cannot do, their costs, and what risk-management features annuities offer. All delivered in easy-to-read language.
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Improving Risk-Adjusted Returns Using Market-Valuation-Based Tactical Asset
Journal of Financial Planning
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Tools & Techniques of Retirement Income Planning
The National Underwriter Company
Tools & Techniques of Retirement Income Planning addresses the emerging need to satisfy clients’ perceived and actual security—based on psychological and behavioral finance issues. Specialized practitioners will understand defining/reducing risk, stochastic modeling and income planning research, as well as future trends facing Baby Boomer retirement. Discover how to develop custom models targeted at replacing the stability of a regular monthly paycheck while controlling withdrawals.
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Recommendations received
5 people have recommended Michael
Join now to viewMore activity by Michael
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This week's edition kicks off with the news that at a time when employee retention has heightened importance for advisory firms given the ongoing…
This week's edition kicks off with the news that at a time when employee retention has heightened importance for advisory firms given the ongoing…
Shared by Michael Kitces
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One approach that has become increasingly popular is the use of factor-based ETFs, which are designed around certain shared characteristics of assets…
One approach that has become increasingly popular is the use of factor-based ETFs, which are designed around certain shared characteristics of assets…
Shared by Michael Kitces
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Wirehouses and IBDs continue to bleed advisors to the RIA channel. But RIA firms are consolidating & bulking up and looking more like brokerage…
Wirehouses and IBDs continue to bleed advisors to the RIA channel. But RIA firms are consolidating & bulking up and looking more like brokerage…
Shared by Michael Kitces
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Meaningful communication is crucial to building strong, durable relationships, and asking effective questions is an essential part of facilitating…
Meaningful communication is crucial to building strong, durable relationships, and asking effective questions is an essential part of facilitating…
Shared by Michael Kitces
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Fee pressure on investment products continues. $-weighted avg expense ratio of ETFs & mutual funds down to 0.36% (small shift from 0.37% last year…
Fee pressure on investment products continues. $-weighted avg expense ratio of ETFs & mutual funds down to 0.36% (small shift from 0.37% last year…
Shared by Michael Kitces
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How Financial Advisor Titles Shape Consumer Perceptions
How Financial Advisor Titles Shape Consumer Perceptions
Shared by Michael Kitces
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Looking forward to nerding out tomorrow on tax-efficient withdrawals with the YCharts folks! 😁
Looking forward to nerding out tomorrow on tax-efficient withdrawals with the YCharts folks! 😁
Shared by Michael Kitces
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Much of an advicer's work centers around finding concrete answers to help solve problems and issues like "How big of an emergency fund do I need?" or…
Much of an advicer's work centers around finding concrete answers to help solve problems and issues like "How big of an emergency fund do I need?" or…
Shared by Michael Kitces
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Firm owners may find it tempting to explore projects that keep them from addressing their most immediate problems. However, the most successful…
Firm owners may find it tempting to explore projects that keep them from addressing their most immediate problems. However, the most successful…
Shared by Michael Kitces
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In #FASuccess Ep391, we chat with Christopher Jones on how he has built a highly efficient solo practice that allows him to work fewer than 25 hours/…
In #FASuccess Ep391, we chat with Christopher Jones on how he has built a highly efficient solo practice that allows him to work fewer than 25 hours/…
Shared by Michael Kitces
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