Investing

My 2023 reading

  • Post category:Investing

Here are some of the most interesting, helpful books that I read during 2023. I hope you’ll find some titles that interest you.Writing Making Numbers Count">Making Numbers Count: The Art and Science of Communicating Numbers by Chip Health and Karla Starr.…

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#FA Success Ep 358: Accelerating Growth By Asking For Referrals After Celebrating Shared Success With Clients, With Veronica Karas

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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…

Continue Reading#FA Success Ep 358: Accelerating Growth By Asking For Referrals After Celebrating Shared Success With Clients, With Veronica Karas

Kitces & Carl Ep 124: When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)

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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…

Continue ReadingKitces & Carl Ep 124: When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)

Effective Implementation Of A Backdoor Roth Strategy: Detailed Nuances, IRS Form 8606 (And When It’s Even Worth Doing)

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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…

Continue ReadingEffective Implementation Of A Backdoor Roth Strategy: Detailed Nuances, IRS Form 8606 (And When It’s Even Worth Doing)

Stop Crying and Buy Bonds

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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: ►4th Quarter Rally? – Positive economic surprises say we are…

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#FA Success Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack, With Jon Henderson

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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…

Continue Reading#FA Success Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack, With Jon Henderson