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January 4, 2019
Talk to Your Advisor

By J. William G. Chettle

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. In addition to the usual resolutions, the new year is a great time to talk to your financial adviso... Read more

Financial Planning

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December 11, 2018
Tools to Help Realize Your Year-End Charitable Giving Goals

By Jada Diedrich

As we enter the holiday season, we often feel compelled to evaluate, and frequently to increase, our charitable giving. This time of year, specifically, seems geared toward reminding us that givi... Read more

Financial Planning

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November 27, 2018
When Clients “Need” More Risk Than They Can Tolerate: Adjusting Portfolios, Or Goals?

By Michael Kitces

It is a standard requirement in financial services that financial advisors must first determine an investor’s risk tolerance before making any investment recommendations for their portfolio. Yet... Read more

Practice Management

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October 24, 2018
Technology … How Much Time Should You Really Spend Thinking About It?

By Steven J. Atkinson

I recently attended a conference where at least half of the speakers or vendors were talking about or selling some sort of technology meant to enhance the client experience. It seems that there i... Read more

Practice Management

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October 18, 2018
Why (Prudent) Spending Rates Matter More Than Savings Rates

By Michael Kitces

The media provides no shortage of articles giving recommendations of how much households should save to afford retirement, from rules of thumb like “save 10% to 15% of your annual income” to more... Read more

Retirement

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August 23, 2018
What “Works” in Digital Marketing and Social Media Advertising for Financial Advisors

By Michael Kitces

As social media usage continues to grow amongst financial advisors and their prospective clients, advisors are growing increasingly interested in whether spending money on social media advertisin... Read more

Financial Planning

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July 31, 2018
The Hierarchy of Tax-Preferenced Savings Vehicles for High-Income Earners

By Michael Kitces

The Federal government has long incentivized saving for retirement and other financial goals by offering some combination of three types of tax preferences: tax deductibility (on contributions),... Read more

Financial Planning

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July 24, 2018
How Much Life Insurance Is Enough?

By Mike Olson

Last week’s schedule happened to involve more travel than usual. In the span of five days I found myself in Omaha (at home), Des Moines, New York, Chicago, and Denver. On each of those days I fol... Read more

Financial Planning

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June 28, 2018
Should a Financial Plan Really Be Boiled Down to an Index Card of Advice?

By Michael Kitces

Historically, getting paid for financial planning – not just to implement the recommendations, but for “The Plan” itself – meant producing a voluminous physical financial plan for which the advis... Read more

Practice Management

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June 15, 2018
3 Investment Lessons from the NBA Finals

By Jonathan Scheid, CFA, AIF

Another National Basketball Association (NBA) season is in the books and it concluded with the same two teams meeting up in The Finals as the prior three years. The Golden State Warriors defeated... Read more

Investing

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