2012
- MarketWatch | February 13, 2012 | “Congress Eyes Retirement-Plan Tax Benefits”
- Morningstar | February 10, 2012 | “Should Portfolio Withdrawals Vary with the Market?”
- SmartMoney | January 27, 2012 | “Understanding the Roth 401(k)”
- Morningstar | January 26, 2012 | “Unpacking the 4% Rule for Retirement Portfolio Withdrawals”
- AdvisorOne | January 25, 2012 | “CFP Board Relaxes Its Position on Financial Planner Bankruptcies… Sort Of”
- Registered Rep | January 25, 2012 | “Mastering the Mad Scramble for New Clients”
- Canadian Business | January 19, 2012 | “RRSP Portfolio Picks for 2012″
- MarketWatch/Wall Street Journal | January 5, 2012 | “Not Buy-and-Hold, but Buy-and-Sell Rarely”
- Financial Advisor Magazine | January 3, 2012 | “Why Advisors, Clients Must Battle to Keep Retirement Savings on Track”
- San Francisco Chronicle | January 1, 2012 | “Resolve to Improve Finances, Career in Year Ahead”
2011
- Registered Rep | December 23, 2011 | “Not Going Tactical Could Pose Real Business Risks, Advisors Fear”
- Investment News | December 18, 2011 | “Michael Kitces: Power Tweeter Delves into Financial Science”
- Minneapolis Star Tribune | December 16, 2011 | “Betting the House to Buy Stocks?”
- Journal of Financial Planning | December 2011 | “Improving Risk-Adjusted Returns Using Market-Valuation-Based Tactical Asset Allocation Strategies”
- Forbes.com | November 28, 2011 | “Tips to Avoid Coming Up Short in Retirement”
- Mint.com | November 22, 2011 | “Paying Down Your Mortgage Versus Investing More”
- Wall Street Journal | November 19, 2011 | “How Much is Too Much?”
- AARP Bulletin | November 1, 2011 | “The Truth About Social Security Myths”
- Financial Post | October 24, 2011 | “Radical Concept: Financial Planners Should Give Clients Financial Plans”
- SmartMoney | October 17, 2011 | “Retirement May Be Bad For You”
- Registered Rep | October 7, 2011 | “Managing Retirement Account Withdrawals in Volatile Markets”
- RIABiz | October 6, 2011 | “RIAs Reflect on the Life and Legacy of Steve Jobs”
- Investment News | September 16, 2011 | “Planners Give Thumbs-Up to CFP Board’s Ad Campaign”
- MorganStanley/SmithBarney | July 15, 2011 | “The Energy Sector: Powered Returns”
- Financial Advisor Magazine | July 2011 | “2011 RIA Rankings” (Pinnacle is #104)
- The Business Monthly | June 2011 | “Pinnacle Advisory Reaches for $1 Billion AUM”
- RealClearMarkets | April 1, 2011 | “The Disaster Playbook for Investors”
- The Baltimore Sun | April 11, 2011 | “Questionable Investment Strategy in Maryland’s Pension Plan”
- The Wall Street Journal | March 21, 2011 | “Working in Retirement: Questions, Questions, Questions”
- The Wall Street Journal‘s Market Watch | March 17, 2011 | “Tax Strategies for Working in Retirement”
- Financial Planning | March 11, 2011 | “Japan Earthquake, Tsunami Not Likely to Sweep Away Recovery, Say Industry Pros”
- The Globe and Mail | February 13, 2011 | “A Staunch Defence of ‘Vilified’ Market-Timing”
- The New York Times | January 21, 2011 | “With Retirement Savings, It’s a Sprint to the Finish”
2010
- AdvisorOne | August 13, 2010 | “FPA Announces Heart of Financial Planning Award Recipients”
- Advisor Perspectives | August 10, 2010 | “When Active Management Matters”
- Motley Fool | July 7, 2010 | “Why Annuities Are Better Than You Think”
- Journal of Financial Planning | June 2010 | “The Emerging Trend of Tactical Asset Allocation”
- Financial Planning | May 1, 2010 | “Strategy, Analyzed”
- The Wall Street Transcript | February 8, 2010 |”Relative Value Investing & Tactical Asset Allocation”
- Financial Planning | February 1, 2010 | “The Deep Thinker: Michael Kitces is Changing How Planners Shape Their Practices — and Their Plans”
- Bank Investment Consultant | February 1, 2010 |”You Should Live So Long”
- 2010 Bankrate Retirement Guide | January, 2010 | “Active Money Management or Buy and Hold?”
2009
- Morningstar Advisor | December 24, 2009 | “An Interview with Michael Kitces”
- Financial Planning | December 1, 2009 | “Under My Rule of Thumb”
- Forbes | November 10, 2009 | “Do We Need Schwab’s ETFs?”
- The Wall Street Journal | November 1, 2009 | “Bears and Bulls: Investing Lessons of a Wild Year”
- Advisor Perspectives | October 20, 2009 | “Fama-French and the Active-Passive Debate”
- The New York Times | August 28, 2009 | “How Retirees Can Spend Enough, but Not Too Much”
- Financial Advisor Magazine | August 2009 | “Maybe MPT Isn’t Dead?”
