Investing

One of the Most Famous Revolutionaries Was a Doctor Who Turned to Violence: The Financial Wayback Machine

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By Josh Katzowitz, WCI Content Director For better or for worse, many medical doctors claw their way into politics. Sometimes, they, like Dr. Bill Frist, become party leaders in the US Senate. Sometimes, they get flambeed by the public after posting…

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We are Austin-bound June 12th

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RWM is coming to Austin, TX June 12th-14th‼️ @Downtown with more details⬇️Email us at info@ritholtzwealth.com subject line “Austin” to reserve a meeting slot! pic.twitter.com/9iSdG4HFf3 — Ritholtz Wealth (@RitholtzWealth) May 19, 2023 I’m headed out to Austin, Texas this June and bringing…

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Pass-Through Entity Taxes: Mechanics, Considerations, And Planning Opportunities For Navigating SALT Cap Workarounds

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× Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's group administrator to enable this feature. If you do not know who your group administrator is you…

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#FA Success Ep 335: Systematizing Succession And New Partner Transitions In A $1.5B Ensemble Enterprise, With Timothy Wyman

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× Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's group administrator to enable this feature. If you do not know who your group administrator is you…

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The Ethics of Investing

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By Dr. Charles Patterson, WCI Columnist Much ado is made about the ethics of investing. At this point in my career—having taught and discussed personal finance with scores of trainees, physicians, and non-physicians over the years—I am still surprised at the…

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The Bet

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Eleven years ago this spring, a startup called Betterment published a blog post stating that human financial advisors were obsolete and that the people who work in the advice industry are pigs. The basis of their post was an NBER study…

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Nvidia Breaks Away

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Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Dror Poleg, and Downtown Josh Brown discuss Nvidia’s ascent, the AI explosion, the future of work, and much more! You can listen to the whole thing below,…

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5 Screening Questions To Assess Client Readiness And Appropriateness (And Why It’s Especially Useful For Some Firms)

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× Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's group administrator to enable this feature. If you do not know who your group administrator is you…

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Three Reasons to Buy Gold

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Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Corporate Bonds – “One of Vanguard’s Biggest Credit ETFs Bleeds…

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