In the Press

2013

• Forbes | June 4, 2013 | “Dave Ramsey’s Online Brawl Shows Problematic Divisions in Finance World”
• Kiplinger’s Personal Finance | June 2013 | “What’s Your Retirement Number?”
• Morningstar | May 31, 2013 | “Retirement Spending Just as Important as Retirement Income”
• WealthManagement.com | May 31, 2013 | “Cold Call: Michael Kitces”
• AdvisorOne | May 28, 2013 | For the second year in a row, Michael Kitces is named one of the ”25 most influential people in the advisor and financial services industry.”
• WealthManagement.com | May 13, 2013 | “Baby Boomers Driving the Technology Wave”
• Wall Street Journal | May 9, 2013 | “The Importance of Process”
• Crain’s New York Business | May 6, 2013 | “Bloomberg LP Delves into Online Financial Advice”
• AdvisorOne | May 5, 2013 | “Kitces and Winterberg Describe the Future of Financial Planning”
• Financial Planning | May 3, 2013 | “What Not to Say on Twitter”
• MarketWatch | May 3, 2013 | “New ‘Crackdown’ Targets the IRAs of the 1%”
• RIABiz | April 29, 2013 | “Finance Logix Advisor Conference Ponders Simplicity as Sophistication”
• Minyanville | April 24, 2013 | “What is the Best Age to Start Collecting Social Security?”
• AdviceIQ | April 19, 2013 | “Don’t Sweat Small Spending”
• Bankrate.com | April 19, 2013 | “Financial Wolves Exposed by CFPB”
• Cambridge | April 18, 2013 | “The Rise of eService?”
• Financial Advisor IQ | April 17, 2013 | “Tips for Curing the Hard-Bitten Gold Bug”
• Bankrate.com | April 17, 2013 | “How to Cut a Long-Term Care Rate”
• Yahoo! Finance | April 16, 2013 | “5 of the Worst Things You Can Do With Your Money”
• MintLife | April 16, 2013 | “What is the Best Age to Start Collecting Social Security?”
• RIABiz | April 16, 2013 | “Two Firms That Have Love-Hate Relationships With RIAs Draft Their Harshest Critics To Serve As Consiglieres”
• Wall Street Journal | April 16, 2013 | “BrightScope Names Michael Kitces, Industry Luminary and Partner at Pinnacle Advisory Group, to Advisory Board”
• MarketWatch | April 15, 2013 | “How to Handle a Long-Term Care Rate Hike”
• WealthManagement.com | April 15, 2013 | “Are Client Referrals Enough?”
• Investment News | April 14, 2013 | “Brightscope Girds to Release Prices”
• The Walton Sun | April 14, 2013 | “Still OK to Prepay”
• Bloomberg Businessweek | April 9, 2013 | “Maybe Past Performance Does Predict Your Savings’ Future”
• NASDAQ | April 8, 2013 | “Why You Shouldn’t ‘Set and Forget’ Your Withdrawals” (VIDEO)
• MarketWatch | April 4, 2013 | “Why SEC Twitter Rules Won’t Work”
• The Reverse Review | April 2013 | “Change Is Good. You Go First.”
• Financial Planning | April 2013 | “Sound Off: Assets Flatlining?”
• Wall Street Journal | March 31, 2013 | “How Funds Massage Numbers, Legally”
• Enterprising Investor | March 27, 2013 | “Are Safe Withdrawal Rates Still Relevant in Today’s Low-Return Environment?”
• FinalytiQ | March 27, 2013 | “Emerging Trends in Financial Planning” (VIDEO)
• New York Times | March 15, 2013 | “New Laws Take Guesswork Out of Investment Tax Liability”
• Wall Street Journal | March 7, 2013 | “The Best Tweets for Your Money”
• Morningstar | March 6, 2013 | “Asset Location: Not So Black and White” (VIDEO)
• Above the Market | March 4, 2013 | “Edge: Michael Kitces”
• Wall Street Journal | March 1, 2013 | “Say Goodbye to the 4% Rule for Retirement”
• Planner | March/April 2013 | “Best Planning Ideas for 2013″
• MarketWatch | February 25, 2013 | “Retirement Success is About Spending, Not Saving”
• AdvisorOne | February 20, 2013 | “Get Ready for Gender-Based Pricing on LTC Insurance”
• Swim With Jim Online Radio | February 11, 2013 | “Michael Kitces on Tap”
• Wall Street Journal | February 7, 2013 | “Michael Kitces: Don’t Be Afraid of Harvesting Capital Gains”
• TwinCities | February 2, 2013 | “Now’s Not the Time to Grow Giddy Over the Stock Market”
• MarketWatch | January 18, 2013 | “Protecting Retirement Income: How Much?”
• MarketWatch | January 3, 2013 | “Roth Conversions Are Easier, But Are They Right?”
• AdvisorOne | January 2, 2013 | “Fiscal Cliff Bill: The Good, the Bad, and the Ugly”

2012

• Baltimore Sun | December 28, 2012 | “Investment Outlook for 2013 Clouded by Uncertainty”
• Reuters | December 18, 2012 | “How Retirees Can Cope with Fed’s New Normal”
• Wall Street Journal | December 17, 2012 | “To Handle Hard Times, Plan for the Long Term”
• AdvisorOne | December 12, 2012 | “NAPFA to Advisors: CFP Designation or Bust”
• MarketWatch | November 30, 2012 | “Retirement Weekly, Tip of the Week”
• Investment News | November 4, 2012 | “Cut Exposure to Medicare Taxes”
• Morningstar | October 16, 2012 | “What is an Alternative Investment?” (VIDEO)
• Enterprising Investor | October 13, 2012 | “Take 15: Key Trends and Issues for Financial Advisors” (VIDEO)
• S&P Dow Jones Indices | October 11, 2012 | “Where Are We Now? Sectors, Industries, and the Business Cycle”
• Wall Street Journal | October 3, 2012 | “ETFs that Mature Like Bonds”
• AdvisorOne | October 2, 2012 | “What to Do About New Medicare Taxes”
• Journal of Financial Planning | October 2012 | “Safe Withdrawal Rates: What Do We Really Know?”
• Investment News | September 23, 2012 | “Biggest and Most Profitable Have Plans in Place”
• Investment News | September 17, 2012 | “Michael Kitces: The Day I Became Ashamed to be a CLU”
• Money Magazine | September 11, 2012 | “How to Pick the Juicier 401(k) Plan”
• ETF Report | September 2012 | “Why I Own ITB”
• Professional Planner | August 30, 2012 | “Life After Modern Portfolio Theory”
• Money Management | August 24, 2012 | “The Rise of Dynamic Asset Allocation”
• Money Management | August 23, 2012 | “Fund Managers Taking a ‘Giant Shortcut’ in Asset Allocation”
• IndexUniverse | August 22, 2012 | “Pinnacle’s Vollaro: Buy Corrections Now”
• Above the Market | August 16, 2012 | “Five Good Questions for Michael Kitces”
• MarketWatch | July 26, 2012 | “7 Money Matters to Consider if Retiring Overseas”
• Morningstar | July 23, 2012 | “Swing Factors for the 4% Withdrawal Rate”
• CFA Magazine | July-August 2012 | “Tactics, Timing, and Technicalities: Is Market Timing in the Eye of the Beholder?”
• Advisors4Advisors | June 21, 2012 | “Ken Solow Answers Questions from Attendees of Active Management Webinar”
• AdviceIQ | June 21, 2012 | “The Young: Skips IRAs Now”
• Investment News | June 13, 2012 | “Social Media as Drip Marketing for Financial Planners”
• Reuters | June 7, 2012 | “Quick Ways Advisors Can Boost Referrals”
• Journal of Financial Planning | June 2012 | “The Rise of Tactical Asset Allocation”
• Advisors4Advisors | May 28, 2012 | “Ken Solow’s Presentation On Friday Marks A Pivotal Turn For Investment Advice”
• New York Times | May 18, 2012 | “Getting to Retirement with Minimal Financial Risk”
• Fox Business | May 17, 2012 | “Seven Questions to Ask Before Buying Credit Card Protection”
• Financial Planning Association | May 15, 2012 | “FPA Names Michael Kitces to New Role of Practitioner Editor”
• Investment News | May 13, 2012 | “Advisors Disagree with Kitces’ Take”
• NASDAQ | May 11, 2012 | “Calling All Millennials: The Wealth Management Sector Needs You”
• AdvisorOne | May 10, 2012 | “How to Get the Most Out of Social Security Planning for Couples: Michael Kitces”
• Morningstar | May 9, 2012 | VIDEO: “Swing Factors for the 4% Withdrawal Rate”
• Morningstar | May 9, 2012 | VIDEO: “2 Strategies for Maximizing Social Security”
• AdvisorOne | May 9, 2012 | “Michael Kitces: The 2012 IA 25 Extended Profile”
• AdvisorOne | May 7, 2012 | “Tuttle to Retire, Kitces to Join the Journal of Financial Planning“
• AdvisorOne | May 7, 2012 | “Kitces: Can Financial Planners Keep Pace in a Digital Future?”
• Financial Planning | May 1, 2012 | “The Producers”
• Investment News | April 29, 2012 | “Shrunken Social Security Figures Into Advisors’ Plans”
• MarketWatch | April 25, 2012 | “Disconnect from this Market-Linked Security”
• Investment Advisor | April 24, 2012 | Michael Kitces is named one of the “25 most influential people in the advisor and financial services industry.”
• Financial Planning | April 20, 2012 | “RIAs Not Counting on Passage of Small Business Tax Relief Bill”
• LifeHealthPRO | April 20, 2012 | “Who Will Be the Next Glenn Neasham?”
• Investment News | April 15, 2012 | “CFP Board’s New Chief Investigator Adds Enforcement Muscle”
• Baltimore Sun | April 14, 2012 | “JOBS Act: Act Allows Entrepreneurs to Sell Securities Via Crowdfunding”
• AdvisorOne | April 13, 2012 | “Markets May Be Volatile, but Risk Tolerance Isn’t”
• S&P MarketScope Advisor | April 4, 2012 | “Pro Investors Talk Muni Allocation, Value” (fire-walled)
• Financial Planning | April 1, 2012 | “Flying Solo”
• Journal of Financial Planning | April 2012 | “10 Questions with Noteworthy People: Michael Kitces on Tax Planning’s 180 and Investing in the Extreme”
• AdvisorOne | March 28, 2012 | “New Hire Roundup”
• RIABiz | March 28, 2012 | “Branch Managers are Key for Aggregator Growth”
• S&P Indices | March 22, 2012 | “Finding Yield in Today’s Bond Market” webinar
• Financial Planning | March 21, 2012 | “RIA Pinnacle Advisory Promotes Kitces to Partner”
• RIABiz | March 21, 2012 | “Michael Kitces Becomes Partner at Pinnacle, Ambassador for TAMP-Like Service”
• Reuters | March 20, 2012 | “Dealing with Clients’ Scandal Anxiety”
• Investment News | March 20, 2012 | “The 15 Financial Advisors All Advisors Should Follow on Twitter”
• Rapid City Journal | March 18, 2012 | “Reverse Mortgages Offer Some Creative Advantages”
• AdvisorOne | March 16, 2012 | “Kitces: Why Niche Marketing Will Make or Break Advisors”
• Advisor Perspectives | March 13, 2012 | “LTE: Tactical Asset Allocation v. Behavioral Finance”
• Rapid City Journal | March 11, 2012 | “Reverse Mortgages Can be Useful for Some Seniors”
• Financial Planet | March 5, 2012 | “The Public Deserves a Choice, But It’s Not Fiduciary vs. Suitability”
• AdvisorOne | February 28, 2012 | “How Advisors Are Using Social Media”
• Registered Rep | February 27, 2012 | “Protect Your (Online) Rep”
• 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?”