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Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl 187
Analysis

Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl 187

Market Expert  Apr 3, 2026

Advisory firms often assume that one of the greatest professional risks comes from making a serious mistake with clients’ finances. Yet as firms grow, the larger the client base and the bigger the advisory team, the greater the surface area for potential disputes, misunderstandings, or even opportunistic legal threats. Even when a team is confidentRead More... The post Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl 187 first appeared on Kitces.com.

‘Liberation day’ one year later: What Trump’s tariffs are costing America
Stock

‘Liberation day’ one year later: What Trump’s tariffs are costing America

Market Expert  Apr 2, 2026

U.S. home builders and car manufacturers are taking a hit. Tariffs haven’t slashed the federal debt as promised.

Just in time for Easter: Egg prices tumbled 70%, and here’s how people responded
Stock

Just in time for Easter: Egg prices tumbled 70%, and here’s how people responded

Market Expert  Apr 2, 2026

Cal-Maine’s stock jumped after a big earnings beat, despite a 70% drop in the price of conventional white eggs.

A falling stock market may hurt the U.S. economy more than high prices at the pump
Stock

A falling stock market may hurt the U.S. economy more than high prices at the pump

Market Expert  Apr 2, 2026

The wealth effect may have a greater effect on consumer spending than high gas prices.

Tesla’s delivery update is on deck. Why investors shouldn’t abandon an ‘unwavering belief’ in EVs.
Stock

Tesla’s delivery update is on deck. Why investors shouldn’t abandon an ‘unwavering belief’ in EVs.

Market Expert  Apr 2, 2026

Investors have become less interested in Tesla’s car business lately, but some analysts see that as shortsighted.

‘We’re aiming for a monthly income of $11,500’: I’m 64. I’ve $1.5 million in a 401(k). How do I time my withdrawals?
Stock

‘We’re aiming for a monthly income of $11,500’: I’m 64. I’ve $1.5 million in a 401(k). How do I time my withdrawals?

Market Expert  Apr 2, 2026

“I plan to start collecting my Social Security of $4,100 at 68.”

‘I’m finding it frustrating’: Why $4-a-gallon gas prices feel a lot worse this time around
Stock

‘I’m finding it frustrating’: Why $4-a-gallon gas prices feel a lot worse this time around

Market Expert  Apr 2, 2026

Amid fears of stagflation, persistently high interest rates and a weakening labor market, our mood changes almost on a daily basis.

Fired via email? Some of the 30,000 workers cut by Oracle woke up to a morning message saying they were laid off.
Stock

Fired via email? Some of the 30,000 workers cut by Oracle woke up to a morning message saying they were laid off.

Market Expert  Apr 2, 2026

The cloud-computing and database company began cutting jobs on Tuesday, with many workers being alerted over email.

How TV’s ‘Love Story’ helped Calvin Klein parent ease investor anxieties about consumer demand
Stock

How TV’s ‘Love Story’ helped Calvin Klein parent ease investor anxieties about consumer demand

Market Expert  Apr 2, 2026

Shares of PVH Corp., the parent of Calvin Klein and Tommy Hilfiger, finished nearly 10% higher on Wednesday, as the TV miniseries “Love Story: John F. Kennedy Jr. & Carolyn Bessette” and 1990s nostalgia help buoy consumer demand and the company’s outlook through this year.

Intel’s stock pops as its latest move signals a ‘turnaround’ is afoot
Stock

Intel’s stock pops as its latest move signals a ‘turnaround’ is afoot

Market Expert  Apr 2, 2026

The chip maker’s repurchasing of equity interest in the joint venture related to its Ireland fab supports its manufacturing abilities, an analyst says

Here’s one reason investors shouldn’t get too excited about this week’s stock-market rebound
Stock

Here’s one reason investors shouldn’t get too excited about this week’s stock-market rebound

Market Expert  Apr 2, 2026

This week’s sharp rebound in U.S. stocks is offering some welcome respite from the relentless selling that has rocked global markets over the past month.

Research links: increasingly exotic signals
Commodities

Research links: increasingly exotic signals

Market Expert  Apr 2, 2026

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at...

Tuesday links: inherently uncertain
Commodities

Tuesday links: inherently uncertain

Market Expert  Apr 2, 2026

StrategyHow to de-bias your decision making. (mrzepczynski.blogspot.com)The financial markets are always uncertain. (behaviouralinvestment.com)CompaniesHow Apple ($AAPL) can keep winning, despite the threat from AI. (stratechery.com)A look at the reasons behind Lennar's ($LEN) struggles. (hntrbrk.com)Allbirds ($BIRD) is going private. (sherwood.news)Private assetsWhy alternatives have higher fees. (rpc.cfainstitute.org)Blackstone ($BX) wants to sell you a hedge fund. (fa-mag.com)Evergreen fund incentive fee disclosure could be better. (pitchbook.com)MediaWhy video podcasts have devolved into celebrity chat sessions. (garbageday.email)Beehiiv is making a podcasting push. (semafor.com)EconomyHow the oil shock is playing out. (axios.com)How oil shocks have historically affected the economy. (econbrowser.com)How crude oil makes its way around the globe. (paulkrugman.substack.com)Earlier on Abnormal ReturnsResearch links: increasingly exotic signals. (abnormalreturns.com)What you misse

Personal finance links: amazingly charitable
Commodities

Personal finance links: amazingly charitable

Market Expert  Apr 2, 2026

Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at how...

Wednesday links: the trust infrastructure
Commodities

Wednesday links: the trust infrastructure

Market Expert  Apr 2, 2026

MarketsThe S&P 500 fell 4.98% in March 2026. (on.spdji.com)How major asset classes performed in March 2026. (capitalspectator.com)StrategyWhat happens when you make it dramatically easier to invest. (awealthofcommonsense.com)We are risking the trust in capital markets. (tonyisola.com)CryptoCoinShares ($CSHR) is now public, via a SPAC. (theblock.co)Strategy's ($MSTR) Bitcoin stash is trading below its average cost. (ft.com)Private assetsCliffwater is defending itself and private credit. (wsj.com)How T Rowe Price ($TROW) is building up its alternatives business. (riabiz.com)Why good governance matters for private assets. (rpc.cfainstitute.org)Fund managementWhy Vanguard investors have cleaned up. (morningstar.com)The state of the 2026 ETF market. (etf.com)Another example of why low fees matter. (morningstar.com)IPOsSpaceX has confidentially filed for an IPO. (wsj.com)OpenAI is pushing hard for an IPO. (om.co)TechnologyRising DRAM prices are going to make your gadgets more expensive. (the

10 Charts To Address Client Concerns On 2026 Geopolitical Conflict, Rising Oil Prices, Tariffs, Inflation, And More
Analysis

10 Charts To Address Client Concerns On 2026 Geopolitical Conflict, Rising Oil Prices, Tariffs, Inflation, And More

Market Expert  Apr 1, 2026

Advisors entered 2026 facing a familiar but challenging dynamic: a surge in headline-driven uncertainty prompting clients to question whether they should take action with their portfolios. A combination of geopolitical conflict, rising oil prices, evolving tariff policy, persistent inflation, and questions around artificial intelligence has contributed to the first meaningful market pullback following a strongRead More... The post 10 Charts To Address Client Concerns On 2026 Geopolitical Conflict, Rising Oil Prices, Tariffs, Inflation, And More first appeared on Kitces.com.

Closing (More Affluent) Clients In The First Meeting With An “Approach Talk” Method To Create Urgency: #FASuccess Ep 483 With Erin Botsford
Analysis

Closing (More Affluent) Clients In The First Meeting With An “Approach Talk” Method To Create Urgency: #FASuccess Ep 483 With Erin Botsford

Market Expert  Apr 1, 2026

Welcome everyone! Welcome to the 483rd episode of the Financial Advisor Success Podcast! My guest on today's podcast is Erin Botsford. Erin is the founder of The Advisor Authority, a coaching platform that trains advisors on attracting more (and wealthier) clients while also scaling their businesses by building a successful team around them. What's uniqueRead More... The post Closing (More Affluent) Clients In The First Meeting With An “Approach Talk” Method To Create Urgency: #FASuccess Ep 483 With Erin Botsford first appeared on Kitces.com.

Low transparency in the private-credit market may be concealing big problems
Stock

Low transparency in the private-credit market may be concealing big problems

Market Expert  Mar 31, 2026

Several factors are conspiring to drive interest rate structurally higher, to the detriment of private credit.

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