Category: Analysis

Analysis

Claude: What Are You Good At?

Market Expert Jun 11, 2026

Last week, I was up in Montreal for a keynote presentation to 750 Bank RIAs. Morgan Housel was the keynote the day before (tough act to follow!). Today, I am speaking with an old friend, Paul Kedrosky, about all things technology on the pod. Paul is a fascinating guy with an interesting background… Read More The post Claude: What Are You Good At? appeared first on The Big Picture.

Analysis

How To Better Help Business Owner Clients Depending On The Stage Of Their Business Journey

Market Expert Jun 11, 2026

Business owners have long been a popular target clientele for financial advisors; successful firms with strong profitability created an advisor opportunity to help business owners diversify their wealth (into the advisor’s managed accounts), to propose tax shelters (to offset business income), and to secure the value of the business with life insurance (to fund buy-sellRead More... The post How To Better Help Business Owner Clients Depending On The Stage Of Their Business Journey first appeared on Kitces.com.

Analysis

MiB: Joe McLean, MAI Capital

Market Expert Jun 10, 2026

On this special bonus episode — as Jalen Brunson and the New York Knicks take on Victory Wembanyama and the San Antonio Spurs in the NBA Finals — I speak with Joe McLean, managing partner of sports & entertainment at MAI Capital Management. Known in NBA circles as being the “money whisperer”, Joe… Read More The post MiB: Joe McLean, MAI Capital appeared first on The Big Picture.

Analysis

Transcript: Chris Davis of Davis Funds

Market Expert Jun 10, 2026

The transcript from this week’s MiB: Beating the S&P For Generations with Chris Davis of Davis Funds, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be… Read More The post Transcript: Chris Davis of Davis Funds appeared first on The Big Picture.

Analysis

Building The Profession Through (Joining) Membership Associations: How Financial Advisors Can Benefit From Being Active With FPA

Market Expert Jun 9, 2026

Joining your "professional association" has long been a standard for professionals. Doctors have the American Medical Association. Lawyers have the American Bar Association. Upon completing a profession's educational and licensing requirements, membership associations are a typical next step on the journey of professional development. At least, until the internet and the rise of social mediaRead More... The post Building The Profession Through (Joining) Membership Associations: How Financial Advisors Can Benefit From Being Active With FPA first appeared on Kitces.com.

Analysis

Growing To $350M AUM By Putting Client Cash Flow At The Center Of The Planning Process: #FASuccess Ep 493 With David Mozeika

Market Expert Jun 9, 2026

Welcome everyone! Welcome to the 493rd episode of the Financial Advisor Success Podcast! My guest on today's podcast is David Mozeika. David is the founder of TOMORO, an RIA based in Red Bank, New Jersey, that oversees $350 million in assets under management for 600 client households. What's unique about David, though, is how heRead More... The post Growing To $350M AUM By Putting Client Cash Flow At The Center Of The Planning Process: #FASuccess Ep 493 With David Mozeika first appeared on Kitces.com.

Analysis

MiB: Beating the S&P For Generations with Chris Davis of Davis Funds

Market Expert Jun 7, 2026

This week, I sit down with Chris Davis, Chairman and Portfolio Manager at Davis Funds. They discuss his approach to managing risk and the key elements changing the economy. We also discuss Chris’s mentors including Charlie Munger, and how he settled into the family business. A list of his current reading and favorite… Read More The post MiB: Beating the S&P For Generations with Chris Davis of Davis Funds appeared first on The Big Picture.

Analysis

Nobody Knows Anything, SpaceX IPO edition

Market Expert Jun 6, 2026

Of all the dumb things Wall Street is infamous for, perhaps none is sillier than the all too regular forecasting game. Quarterly earnings, Non-farm payrolls, annual S&P predictions, oil prices, inflation rates, FOMC cuts — it’s a never-ending parade of predictions, forecasts, and guestimates, most of which are wildly, often laughably wrong. Guessing… Read More The post Nobody Knows Anything, SpaceX IPO edition appeared first on The Big Picture.

Analysis

Weekend Reading For Financial Planners (June 6–7)

Market Expert Jun 6, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a survey of financial advisors by CFP Board found that respondents had a median income of $195,000 in 2025, with CFP professionals having 11% higher income than their peers (after controlling for a variety ofRead More... The post Weekend Reading For Financial Planners (June 6–7) first appeared on Kitces.com.

Analysis

At The Money: Grab Your Summer Rental Soon Now!

Market Expert Jun 5, 2026

At The Money: Grab Your Summer Rental Soon!! (June 3, 2026) It’s not too late to get your summer rental! But many of the prime locations have already been snapped up. If you want to get to the lake, beach, or mountains, you’d better hurry! Full transcript below. ~~~ About this week’s… Read More The post At The Money: Grab Your Summer Rental Soon Now! appeared first on The Big Picture.

Analysis

5 Things I Am Thinking About

Market Expert Jun 4, 2026

I keep hearing comments and concerns about these markets in the media. Since my wife is tired of me yelling at the television (“No! That’s wrong!”) you are the lucky recipients of my ire. Here are five things I have been thinking about regarding markets, the economy, and investments – from the most… Read More The post 5 Things I Am Thinking About appeared first on The Big Picture.

Analysis

When Clients Use AI To Challenge Your Advice: How To Respond To Deepen Engagement

Market Expert Jun 3, 2026

The traditional view of financial planning is that advisors are experts, who learn a specialized base of technical knowledge (e.g., CFP certification), and leverage that knowledge to collect information about clients' current situation and future goals and craft recommendations about what course of action clients can take to get from here to there. In thisRead More... The post When Clients Use AI To Challenge Your Advice: How To Respond To Deepen Engagement first appeared on Kitces.com.

Analysis

Getting Your (Virtual) Team’s Best Work Through Steward Leadership On The Growth Path To $500M: #FASuccess Ep 492 With Mary Chapman

Market Expert Jun 3, 2026

Welcome everyone! Welcome to the 492nd episode of the Financial Advisor Success Podcast! My guest on today's podcast is Mary Chapman. Mary is the chief operating officer of Cummings Wealth Management Group, a hybrid advisory firm based in Charleston, South Carolina, that oversees $500 million in assets under management for 260 client households. What's uniqueRead More... The post Getting Your (Virtual) Team’s Best Work Through Steward Leadership On The Growth Path To $500M: #FASuccess Ep 492 With Mary Chapman first appeared on Kitces.com.

Analysis

Transcript: Remembering Jonathan Clements with Jason Zweig and William Bernstein

Market Expert Jun 2, 2026

The transcript from this week’s, MiB: Remembering Jonathan Clements with Jason Zweig and William Bernstein, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.… Read More The post Transcript: Remembering Jonathan Clements with Jason Zweig and William Bernstein appeared first on The Big Picture.

Analysis

Altruist Plans To Launch A New Corporate RIA (And More Of The Latest In Financial #AdvisorTech – June 2026)

Market Expert Jun 2, 2026

Welcome to the June 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Altruist is planning to launch a corporateRead More... The post Altruist Plans To Launch A New Corporate RIA (And More Of The Latest In Financial #AdvisorTech – June 2026) first appeared on Kitces.com.

Analysis

MiB: Remembering Jonathan Clements with Jason Zweig and William Bernstein

Market Expert May 31, 2026

This week, I sit down with Jason Zweig and William Bernstein. We discuss “Money and Me” the last book of author and journalist Jonathan Clements. Jason and Bill also examine Clements’s approach to personal finance and its impact on financial journalism. They recall how each of them met Jonathan, and how he impacted… Read More The post MiB: Remembering Jonathan Clements with Jason Zweig and William Bernstein appeared first on The Big Picture.

Analysis

Weekend Reading For Financial Planners (May 30–31)

Market Expert May 30, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that amidst reports that Charles Schwab is moving to boost its provision of advisory services to wealthier clients (potentially putting them in competition with RIAs that seek similar clients and use Schwab as their custodian andRead More... The post Weekend Reading For Financial Planners (May 30–31) first appeared on Kitces.com.

Analysis

Masters in Business Top 25

Market Expert May 29, 2026

Doing the tour to promote How NOT to Invest (paperback out now!) I got lots of interesting questions — about the book, my writing process, my investing philosophy, and my career. The one (really two) questions that I was not prepared for had to do with the podcast: “Who was your favorite guest(s) on… Read More The post Masters in Business Top 25 appeared first on The Big Picture.