It's Not Too Late for Tax-Loss Harvesting
Despite a more hospitable market in 2023, investors can still find some stocks and funds with unrealized losses.
Source: morningstar.com
📰 Michael Kitces News
Page 3 - Michael Kitces News Today
Fast, Ad-Free News Updates
Stay updated with breaking news from Michael Kitces. Real-time updates on events, politics, business and more.
Dan Haylett: Retirement Planning = Life Planning
A U.K.-based financial advisor discusses why people over 50 are often underserved by the financial-services industry, ways to ease into retirement, and what it means to be a ‘retirement rebel.’
Source: morningstar.com
WealthStack Roundup: Farther Reaches $1.6B In AUM
Also, Income Lab selects BridgeFT's WealthTech API and more.
Source: wealthmanagement.com
Is fee-for-service poised to shift advisor business models like Schwab did in the 1990s?
AdvicePay's co-founder believes it will as the firm surpasses a 1M transaction milestone.
Source: investmentnews.com
Q&A: Philipp Hecker, CEO of Bento Engine
Bento Engine announced its new partnership with marketing firm FMG Suite on Tuesday.
Source: wealthmanagement.com
Easiest states to save money in America
We poured through government data to find out in which states it is easiest to save.
Source: usatoday.com
How to Give to Charity and Save on Taxes
Tax-savvy charitable giving strategies involving donor-advised funds, appreciated stock, IRA donations, and more.
Source: morningstar.com
Opinion: The 4% rule for retirement spending is now the 4.7% rule
3 steps to getting a solid handle on your retirement savings in this shaky market.
Michael Kitces Bill Bengen Social Security Article Opinion Accounting Consulting Business Consumer Services
Source: marketwatch.com
Are Industry Events Worth It? Part 2
Mark Bruno and Megan Carpenter dive into topics like how to pitch a speaker to an organizer, where events budgets are headed and weekend events.
Source: wealthmanagement.com
AI tools for financial advisors are already here | Investment Executive
From meeting prep to constructing financial plans, here's how advisors are making use of new tech
Michael Kitces Institute For Advanced Financial Planner Advanced Financial Planner Conquest Planning Income Tax Act
Source: investmentexecutive.com