Investing

Kitces & Carl Ep 119: Navigating Succession Plans When Founders Are Having Second Thoughts On Retirement

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“Legacy IRA” Rollover To A Charitable Gift Annuity: Using This New Tax-Advantaged Opportunity To Help Clients Achieve Charitable And Retirement Goals

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Is Nvidia the New Tesla?

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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: ►Tech Stock Roundup – Nvidia goes into earnings as the…

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#FA Success Ep 347: When The Firm You Sell To Gets Sold And You Have To Reinvent Yourself, With Cary Carbonaro

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Motivational Interviewing Techniques To Help Clients Talk Themselves Into Implementing Advice

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#FA Success Ep 346: Moving Procrastinating Clients To “Yes” Instead Of Selling As A Fee-Only Advisor, With Jim Ludwick

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Continue Reading#FA Success Ep 346: Moving Procrastinating Clients To “Yes” Instead Of Selling As A Fee-Only Advisor, With Jim Ludwick

Moving On From Clients Who Aren’t A Fit By Establishing ‘Kill Criteria’ To Protect Yourself

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The White Coat Investor’s Most Controversial Articles, Part 2: Looking Back at Our Biggest Fights

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By Josh Katzowitz, WCI Content Director If you ever find yourself working in the publishing business, you’ll quickly learn that no matter how well-conceived, well-researched, and well-written your pieces are, somebody is going to hate them. Even the most innocuous subjects…

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Unlimited Alpha

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Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Bob Elliott, Ben Carlson, and Downtown Josh Brown discuss Bob’s time running money at Bridgewater, CPI, global macro, the labor market, why hedge funds are typically bearish,…

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Kitces & Carl Ep 118: (Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients

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IRS Notice 2023-54 Provides Welcome Relief To 10-Year Rule Beneficiaries And Retirement Account Owners Born In 1951

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#FA Success Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm, With Lori Van Dusen

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Continue Reading#FA Success Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm, With Lori Van Dusen