2016

  • Think Advisor | August 2016 | “CFP Board to Make Advisor Arbitration Results Public“
  • CBS News | July 2016 | “How fix a critical flaw in 401(k) plans“
  • AARP | July 2016 | “Life After 'File and Suspend'“
  • Morningstar | July 2016 | “Empty Nest Phase a Crucial Catch-Up Time Before Retirement“
  • Wealth Management | June 2016 | “New SEC Proposal Will Force Advisors to Plan for Succession“
  • Bloomberg | June 2016 | “The 7 Habits of Highly Effective Investors“
  • Business Insider | May 2016 | "Americans' retirement leisure plans could be snagged by poor planning"
  • Wealth Management | May 2016 | "The Hidden Secrets of Portfolio Rebalancing by Michael Kitces"
  • Sun Herald | April 2016 | "Has Crude Oil Truly Bottomed or Just in the Midst of a Dead Cat Bounce?"
  • NASDAQ | April 2016 | "Kitces: Building a Strong Digital Platform"
  • Wall Street Journal | March 2016 | "Wealth Adviser Daily Briefing: Goldman Buys Online Retirement Benefits Business"
  • The Wall Street Journal | March 2016 | "Here’s a New Twist on a Very Old Idea for a Financially Safe Retirement"
  • NASDAQ | March 2016 | "Kitces: Does Planning Software Go Too Far, or Not Far Enough?
  • Wealth Strategies Journal | March 2016 | "Will Congress Someday Repeal the Tax-Free Roth IRA Promise?"
  • Forbes | February 2016 | "Zenefits' Woes Show Unique Challenge For Fintech Startups"
  • Morning Star | February 2016 | "Preparing for Lower Long-Term Returns"
  • Retirement Revised | January 2016 | "IRA charitable donations are permanent: Here’s what it means for retirement planning"

2015

  • TimesUnion | December 2015 | “Take time to learn basics of Social Security“
  • TIME Magazine | November 2015 | “Are You Feeling Lucky? 2 Schools of Retirement Income“
  • USA Today | October 2015 | “Social Security is still one of your safest investments“
  • Time Magazine | October 2015 | “Don’t Lower the Bar for Financial Planners“
  • The Wall Street Journal | October 2015 | “What to Watch for With ETF Tax-Loss Harvesting“
  • Chicago Tribune | September 2015 | “Retirement: Investing for the long haul“
  • Horizon Advisors | September 2015 | “Donor Advised Funds and Tax Efficient Charitable Contributions“
  • The Wall Street Journal | September 2015 | “Two Things You Need to Know About Backdoor Roth IRAs“
  • Kiplinger | August 2015 | “How to Fed-Proof Your Portfolio“
  • Investment News | August 2015 | "Michael Kitces' weekend reading for financial advisers"
  • Financial Advisor | August 2015 | "Kitces Goes from Paraplanner to Advice-Industry Spokesman"
  • Financial Advisor | July 2015 | "The Solo Advisor Is Anything But Dead"
  • Investment News | July 2015 | "I took the test, I talked the talk. Now you can call me a CFP!"
  • Bloomberg | July 2015 | "Watch an Elite Financial Adviser Hack His Own Retirement"
  • Time Magazine | June 2015 | "Will Living Too Long Ruin Your Retirement?"
  • Market Watch | May 2015 | "Here’s the advice you get from Vanguard’s new robot-human hybrid"
  • Forbes | May 2015 | "New Reverse Mortgage Rules Open Door To A More Secure Retirement"
  • Wall Street Journal | May 2015 | "Wealth Adviser: Tapping Spousal Benefits as an Ex Can Pay Off"
  • Kiplinger | May 2015 | "4 Secrets to Buying Long-Term-Care Insurance"
  • The Wall Street Journal | April 28, 2015 | "Why Employee Benefits Will Become Irrelevant"
  • Wink | April 28, 2015 | "Are Longevity Annuities Ready For Prime Time?"
  • Plan Retirement | April 17, 2015 | "Should You Delay Social Security?"

  • Retirement Revised | April 17, 2015 | "New strategies for covering long-term care costs"
  • Info News | April 11, 2015 | "Retirement Rules: Rethinking a 4% Withdrawal Rate"
  • The Wall Street Journal | April 9, 2015 | "What the Future of 'Indexing' Might Look Like"
  • LaPercy | April 5, 2015 | "Three Tax Mistakes Even Smart People Make"
  • TIME | March 30, 2015 | "3 Tax Prep Mistakes Even Smart People Make"
  • TIME | March 24, 2015 | "The Secrets to Making a $1 Million Retirement Stash Last"
  • The Wall Street Journal | March 15, 2015 | "How to Fund a Roth IRA Through a Standard 401(k)"
  • Pragmatic Capitalism | March 10, 2015 | "Tax Loss Harvesting - Too Good to be True?"
  • The Fiscal Times | March 2, 2015 | "The One Profession Robots Haven't Cracked Yet"
  • NASDAQ | February 27, 2015 | "Avoid Running Out Of Money in Retirement"
  • TIME | February 20, 2015 | "5 Ways to Invest Smarter at Any Age"
  • The Wall Street Journal | February 1, 2015 | "Mini Bonds: More Fun, More Risk"
  • The Wall Street Journal | January 26, 2015 | "A Way to Fix Long-Term Care Insurance?"
  • Investment News | January 23, 2015 | "Weighing a Plan B in estate planning in light of Obama's proposed tax overhaul"
  • Bankrate | January 9, 2015 | "New IRA Rules Close Up Loopholes"
  • 2014

    • The Wall Street Journal | December 31, 2014 | "Commonly Misunderstood Investment Terms"
    • The Wall Street Journal | December 24, 2014 | "Year-End Financial To-Do List"
    • Retirement Revised | December 19, 2014 | "Charitable IRA Makes a Last-Minute Comeback for 2014"
    • Value Walk | December 15, 2014 | "How Much Risk Should Clients Take?"
    • Bankrate | December 11, 2014 | "Computing Capital Gains on Home Sale"
    • CNBC | December 4, 2014 | "Build an Investment Portfolio, One Dime at a Time"
    • ETF Trends | December 4, 2014 | "An EAFE ETF to Capture Overseas Growth, Hedge Forex Risks"
    • Asset TV | December 1, 2014 | "VIDEO: Sector Rotation, ETFs, and Getting Tactical About Alpha"
    • Financial Planning Magazine | December 1, 2014 | "A Smart Insurance Buying Rule"
    • Financial Advisor Magazine | December 1, 2014 | "What Went Wrong?"
    • Wall Street Journal | November 30, 2014 | "How to Think About Risk in Retirement"
    • CNBC | November 26, 2014 | "The Academy of Financial Services Announces Award-Winning Papers at 2014 Conference"
    • Financial News Network | November 26, 2014 | "Desperate for Cash? Tap Your Life Insurance Policy"
    • Wall Street Journal | November 23, 2014 | "A Stock Test for Millennials"
    • Womack Advisors | November 18, 2014 | "Should You Invest in More Risk as You Age?"
    • Forbes | November 12, 2014 | "A 4-Step Process For Integrating Money and Life"
    • Wall Street Journal | November 11, 2014 | "How the Affordable Care Act Changes People's Employment Choices"
    • Fund Action | November 10, 2014 | "Don't Ignore Equities in Retirement"
    • Bizmonthly | November 4, 2014 | "Five Financial Questions to Ask Your Future Spouse"
    • Wall Street Journal | November 4, 2014 | "Why Retirees Need to Focus on Cash Flow"
    • Radical Personal Finance | October 30, 2014 | "The Business of Financial Advice, with Michael Kitces"
    • Time Magazine | October 27, 2014 | "24 and Retired"
    • U.S. News & World Report | October 27, 2014 | "Financial Advisors vs. Robo-Advisors"
    • WYPR: Midday With Dan Rodricks | October 1, 2014 | "Income Inequality"
    • Indexology | September 30, 2014 | "Risk Managing With ETF Portfolios"
    • Breaking Finance News | September 28, 2014 | "Can These Roth IRA Strategies Work?"
    • Fox Business | September 26, 2014 | "The Roth IRA Math For 50-Somethings"
    • Forbes | September 26, 2014 | "7 Steps To Stock Investing Without Too Much Risk"
    • ThinkAdvisor | September 25, 2014 | "Why You Should Use Team Bonuses, Based On Firm Revenue"
    • CNBC | September 23, 2014 | "Focusing On Niches Adds Value, Fuels Returns"
    • Wall Street Journal | September 22, 2014 | "Should You Bypass Your Estate's Bypass Trust?"
    • Investment News | September 22, 2014 | "40 Under 40: Michael Kitces"
    • Barron's | September 20, 2014 | "What's Your Number?"
    • Business Insider | September 16, 2014 | "The 102 Finance People You Have To Follow On Twitter"
    • The Globe and Mail | September 9, 2014 | "Can You Live Better In Retirement Than Conventional Wisdom Suggests?"
    • Wall Street Journal | September 7, 2014 | "Beware Leaving A Roth For Heirs"
    • Business Insider | September 4, 2014 | "Apartments Are Booming, But This Isn't A Bubble"
    • Financial Planning | August 25, 2014 | "For Retirement Portfolios, a Smarter Glidepath"
    • The Wall Street Journal | August 23, 2014 | "Insurance Against Outliving Your Retirement Savings"
    • Investment News | August 22, 2014 | "Delaware Becomes First State to Enact Digital Asset Law"
    • Professional Planner | August 20, 2014 | "Introducing Financial Planning 'Finology'"
    • WYPR: Midday with Dan Rodricks | August 11, 2014 | "Thomas Piketty's Economic Prosposals"
    • The Wall Street Journal | August 8, 2014 | "Why Older Advisers Shouldn't Sell Their Firms"
    • The Globe and Mail | August 8, 2014 | "Three Retirement Strategies for a Low-Yield World"
    • U.S. News & World Report | August 8, 2014 | "When Should You Take Social Security?"
    • MSN | August 7, 2014 | "How to Invest During Retirement"
    • Wall Street Journal | August 4, 2014 | "How to Invest Like a Hedge Fund -- Without the Cost"
    • USA Today | July 31, 2014 | "Should You Get a Reverse Mortgage?"
    • Morningstar | July 31, 2014 | "The Error-Proof Portfolio"
    • Advisor Perspectives | July 23, 2014 | "Pinnacle's 2014 Q2 Market Review"
    • RIA Biz | July 16, 2014 | "Ex-Lehman Exec Becomes Mr. Inside Where Michael Kitces is Mr. Outside"
    • Tampa Bay Times | July 13, 2014 | "Many Factors Can Affect Retirement-Savings Risk Decisions"
    • Insurance News Net Magazine | July 2014 | "Why Clients Should Have A Plan For Digital Assets"
    • Lifehacker | July 1, 2014 | "To Retire Sooner, Save Half of Every Raise"
    • Financial Social Media | July 1, 2014 | "Will Digital Search Replace Referrals?"
    • Financial Advisor Magazine | June 24, 2014 | "Investors Should Weigh Companies By Value, Not Price"
    • Financial Advisor Magazine | June 19, 2014 | "Delaying Social Security is 'Best Decision'"
    • Business Insider | June 18, 2014 | "Advisors Should Pitch Alternative Retirement Approach That Focuses On Spending Habits"
    • Morningstar | June 11, 2014 | "Don't Let Your Standard Of Living Outrun Your Savings"
    • CNBC | June 3, 2014 | "Firms Rethink Strategies, Cast Wider Net"
    • ThinkAdvisor | May 22, 2014 | "Michael Kitces: Nerd Who Does It All"
    • WiredAdvisor | May 16, 2014 | "BrightScope Names Top 100 Social Financial Advisors"
    • Wall Street Journal | May 14, 2014 | "What's an Alternative Investment, Anyway?"

    • Howard Community College | May 7, 2014 | "Spring 2014 Pinnacle Entrepreneur Prize a Great Success"
    • MarketWatch | May 7, 2014 | "Got a Risky Job? Play it Safe with Your Nest Egg"
    • Financial Planning | May 6, 2014 | "Planners Blast Industry Leadership"
    • OnWallStreet | May 5, 2014 | "Should Retiree Clients Boost Equity Exposure?"
    • Morningstar | May 4, 2014 | "Why Adding to Stock in Retirement Is a Good Idea"
    • WealthManagement.com | April 30, 2014 | "Office Hours with Michael Kitces"
    • Financial Advisor | April 24, 2014 | "Five Easy-to-Use Tech Tools for Advisors"
    • Forbes | April 24, 2014 | "How To Withdraw Your Retirement Money"
    • Advisor Perspective | April 15, 2014 | "Approaching a Pause? A Market Review"
    • Financial Advisor | April 15, 2014 | "Pinnacle Advisory Group Acquires Durbin Financial Advisors"
    • Wall Street Journal | April 10, 2014 | "Two Crucial Words You Need to Know About Target-Date Funds"
    • Investment News | April 6, 2014 | "Client concierge frees up advisers"
    • Charlotte Observer | April 5, 2014 | "Plan ahead to protect your digital legacy"
    • Journal of Financial Planning | April 2014 | "Understanding Proposed Legislation for Digital Assets"
    • New York Times | March 28, 2014 | "Navigating the Logistics of Death Ahead of Time"
    • Financial Planning | March 27, 2014 | "New Kitces Network to Target Planners for Gen X & Y"
    • Wall Street Journal | March 24, 2014 | "Tax-Free Roth Conversion for a Grad Student"
    • Kiplinger | March 19, 2014 | "Where to Save for Retirement After Maxing Out Your 401(k)"
    • Men's Health | March 18, 2014 | "6 Smart Ways to Spend Your Raise"
    • Investment News | March 13, 2014 | "Blogger Kitces stokes debate over CFP Board compensation definitions"
    • MSN Money | March 7, 2014 | "YOUR PRACTICE-The rise and rise of the virtual financial advise"
    • Financial Planning | March 1, 2014 | "Persuade Clients to Do the Right Thing"
    • NASDAQ | February 28, 2014 | "Where to Save for Retirement After Maxing Out Your 401(k)
    • MarketWatch | February 28, 2014 | "How much stock should you own in retirement?"
    • Financial Advisor Magazine | February 28, 2014 | "How Obamacare Is Creating New Pathways To Retirement"
    • Blue Leaf Blog | February 21, 2014 | "My Client Died and One Simple Question From His Family Changed My Business"
    • Bottom Line Publications | February 15, 2014 | "Daring Strategy to Protect Your Nest Egg"
    • New York Times | February 10, 2014 | "Sites to Manage Personal Wealth Gaining Ground"
    • AARP | February 7, 2014 | "Do-It-Yourself Investing Gets Easy"
    • New York Times | February 7, 2014 | "Minimizing the Tax Drag on Your Investments"
    • MSN Money | February 6, 2014 | "How Obamacare is creating new pathways to retirement"
    • Wall Street Journal | February 3, 2014 | "How Much Stock Should You Own in Retirement?"
    • MarketWatch | February 3, 2014 | "Retire—then buy more stocks"
    • Bloomberg | January 29, 2014 | "There's Something About MyRA"
    • Chicago Tribune | January 15, 2014 | "Context is key when calculating health care costs in retirement"
    • BBC | January 14, 2014 | "Looking at risk in a new way"
    • Wall Street Journal | January 12, 2014 | "What You Know About Retirement Investing Is Wrong"
    • Wall Street Journal | January 9, 2014 | "Fund Investors, Don’t Forget Embedded Gains (and Losses)"
    • Business Insider | January 6, 2014 | "2014 Brings Three Big Issues For Financial Planners"
    • Financial Advisor | January 2, 2014 | "Push Is On To Increase Social Security Retirement Age"
    • BankInvestmentConsultant.com | January 1, 2014 | "More Than Ever, Tax Brackets Matter"

    2013

    • AARP | December 31, 2013 | "Securing Income for Life"
    • Wall Street Journal | December 26, 2013 | "In Retirement, Playing Stocks More Aggressively"
    • BestLifeQuote.com | December 16, 2013 | "Personal Finance New Year’s Resolutions Worth Keeping"
    • Wall Street Journal | December 16, 2013 | "Don’t Spend More Than Half of Your Raise"
    • WealthManagement.com | December 13, 2013 | "A Step Back for Reverse Mortgages"
    • Think Advisor | December 13, 2013 | "If You’re a Generalist, Advisor, Your Days Are Numbered"
    • ImmediateAnnuities.com | December 5, 2013 | "Why Retirees Avoid Immediate Annuities"
    • Investment News | December 5, 2013 | "New strategy for equity investing during retirement ignites debate'"
    • CNN Money | December 3, 2013 | "Best New Investment Ideas"
    • Investment News | November 24, 2013 | "CFP board navigates rough seas'"
    • Tax Act | November 19, 2013 | "What the Affordable Care Means for Families'"
    • Reverse Mortgage Daily | November 12, 2013 | "Reverse Mortgage Changes Suited for Financial Planner Relationships'"
    • Financial Planning | November 5, 2013 | "Social Media Compliance Concerns 'Egregiously Overblown'"
    • MarketWatch | November 5, 2013 | "Eyeing I-Bonds for inflation protection"
    • Financial Advisors | October, 31 2013 | "Planners Will Partner With Reverse Mortgage Lenders"
    • ThinkAdvisor | October 28, 2013 | “What if Financial Planning Was More Like Build-A-Bear?”
    • Forbes | October 21, 2013 | "The Counterintuitive Investing Trick That Could Make Or Break Your Retirement"
    • Journal of Financial Planning | October 2013 | "Financial Steps After the Loss of a Loved One"
    • CNN Money | October 2013 | “When a Sure Thing Is a Bad Bet”
    • MarketWatch | October 1, 2013 | "Retirees Refinance in Reverse?"
    • Mint.com | September 27, 2013 | "Expert Interview with Michael Kitces About Financial Planning"
    • Simplicity 2.0 | September 18, 2013 | "3 Questions with Michael Kitces on the Future of Financial Planning"
    • New York Times | September 14, 2013 | "An Adage Adjustment for Investors at Retirement"
    • Social Science Research Network | September 12, 2013 | "Reducing Retirement Risk with a Rising Equity Glide"
    • MarketWatch | July 23, 2013 | "Lottery-Linked Retirement Accounts?"
    • Palm Beach Post | July 6, 2013 | "How to Plan for your Retirement Time Horizon"
    • Palm Beach Post | July 4, 2013 | "Cashing Out of the Bucket Strategy" (VIDEO)
    • Financial Advisor | July 3, 2013 | "The Last Frontier"
    • Financial Advisor | July 3, 2013 | "Reaching the Pinnacle"
    • Kiplinger's Personal Finance | July 2013 Issue | "Uncle Sam is Eyeing Your Nest Egg"
    • Investment News | June 18, 2013 | "15 Transformational Advisers: Michael Kitces"
    • The Reverse Advisor | June 13, 2013 | "Financial Planning and the HECM"
    • Elon University | June 10, 2013 | "John Hill '76 and Ali Deatsch '13 Elected to Elon Board of Trustees"
    • MarketWatch | June 4, 2013 | "Easier Refinancing for Retirees"
    • Forbes | June 4, 2013 | "Dave Ramsey's Online Brawl Shows Problematic Divisions in Finance World"
    • Above the Market | June 4, 2013 | "Financial Advice: A Top Ten List"
    • Kiplinger's Personal Finance | June 2013 | "What's Your Retirement Number?"
    • Journal of Financial Planning | June 2013 | "Tactical Asset Allocation: Advice and Guidance from Experts"
    • 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"