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

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

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

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

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

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

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

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

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