Category: Analysis

Analysis

At The Money: When Should Do-It-Yourself Investors Fire Themselves?

Market Expert Jul 16, 2026

At The Money: When Should Do-It-Yourself Investors Fire Themselves? (July 15, 2026) DIY investors have been a force in the market, pouring trillions into indexing and remaking asset management. But at a certain point in their lives, their needs become more complex and may require help. How can they tell when it’s time… Read More The post At The Money: When Should Do-It-Yourself Investors Fire Themselves? appeared first on The Big Picture.

Analysis

Transcript: McKeel Hagerty, CEO and Chairman of Hagerty Insurance

Market Expert Jul 15, 2026

The transcript from this week’s, MiB: McKeel Hagerty, CEO and Chairman of Hagerty , 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: McKeel Hagerty, CEO and Chairman of Hagerty Insurance appeared first on The Big Picture.

Analysis

Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM: #FASuccess Ep 498 With Christine DeMao

Market Expert Jul 15, 2026

Welcome everyone! Welcome to the 498th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Christine DeMao. Christine is the Chief Operating Officer of Gibson Capital, an RIA based in Wexford, Pennsylvania, that oversees approximately $3 billion in assets under management for 200 client households. What's unique about Christine, though, isRead More... The post Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM: #FASuccess Ep 498 With Christine DeMao first appeared on Kitces.com.

Analysis

The 3 Tiers Of Documents That Advisory Firms Retain To Stay Compliant (And Better Serve Their Clients)

Market Expert Jul 15, 2026

Maintaining proper documentation is unlikely to be at the top of many advisors’ favorite activities. Nonetheless, accurate and thorough documentation not only can keep an advisor and their firm out of trouble with relevant regulators but also can help an advisor fulfill fiduciary responsibilities to their clients while providing evidence of their actions and recommendationsRead More... The post The 3 Tiers Of Documents That Advisory Firms Retain To Stay Compliant (And Better Serve Their Clients) first appeared on Kitces.com.

Analysis

Introducing New CE-Eligible Podcast And Level Up Case-Study Training For New Advisors, And the State Of The (Nerd’s Eye View) Blog

Market Expert Jul 14, 2026

As markets bounce back from spring turmoil to new record highs this summer, and growth of financial advisory firms continues unhindered by the purported threat of AI, the industry has shifted an ever-greater focus onto the challenges of scaling firms as they grow, and coming up with ways to tackle the emerging shortage of experiencedRead More... The post Introducing New CE-Eligible Podcast And Level Up Case-Study Training For New Advisors, And the State Of The (Nerd’s Eye View) Blog first appeared on Kitces.com.

Analysis

MiB: McKeel Hagerty, CEO and Chairman of Hagerty Insurance

Market Expert Jul 12, 2026

This week, I speak with McKeel Hagerty, CEO and Chairman of Hagerty. We discuss how he transformed the family boat insurance business into a “sexy” driver-forward business. We also discuss our love of collectable cars and his love of his first car, a Porsche, that he bought at the age of 13.… Read More The post MiB: McKeel Hagerty, CEO and Chairman of Hagerty Insurance appeared first on The Big Picture.

Analysis

Weekend Reading For Financial Planners (July 11–12)

Market Expert Jul 11, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey finds that women who work with a financial advisor are approximately 60% more likely to report that they feel confident in managing their finances compared to those who don't, suggesting a valuableRead More... The post Weekend Reading For Financial Planners (July 11–12) first appeared on Kitces.com.

Analysis

Ticker Take: The Biggest Mistakes Investors Make

Market Expert Jul 10, 2026

What a fun conversation! I sat down with Jon Erlichman (formerly of Bloomberg, now at Ticker Take) to discuss the biggest mistakes investors make. Here is the overview: Most investing advice tells you what to buy. Barry Ritholtz would rather tell you what NOT to do. This week on Ticker Take, we sit… Read More The post Ticker Take: The Biggest Mistakes Investors Make appeared first on The Big Picture.

Analysis

MiB: Lyft CEO David Risher

Market Expert Jul 9, 2026

This week, I speak with David Risher, CEO of Lyft, about his career path from Microsoft and Amazon to leading the ride-sharing platform. We discuss Lyft’s financial turnaround, cost-cutting measures, and strategies for expanding market share. Plus customer-centric features, the mechanics of ride data, and the decade-long transition toward autonomous vehicle networks. A transcript of… Read More The post MiB: Lyft CEO David Risher appeared first on The Big Picture.

Analysis

Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl 194

Market Expert Jul 9, 2026

Financial advisors often struggle with a frustrating reality: clients routinely delay important planning decisions even when the benefits seem obvious. Estate planning is a particularly common example, as many clients acknowledge the need to update documents, establish trusts, or clarify legacy intentions… yet fail to take action. This raises an uncomfortable question for advisors: ifRead More... The post Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl 194 first appeared on Kitces.com.

Analysis

2026 Mid-Year Market Outlook: 10 Charts On Market Highs And Key Client Topics

Market Expert Jul 9, 2026

The first half of 2026 has seen significant headline-driven market uncertainty, from geopolitical events to inflation risk. Given the level of uncertainty, many investors might have assumed that equity markets would be down midway through the year. Yet, the S&P 500 has posted positive returns (hitting several all-time highs earlier in the year) amidst continuedRead More... The post 2026 Mid-Year Market Outlook: 10 Charts On Market Highs And Key Client Topics first appeared on Kitces.com.

Analysis

Growing From Solo To Silo’ed Partnership To A $3.3B Enterprise Ensemble (Without Taking Outside Capital): #FASuccess Ep 497 With Shane Morrow

Market Expert Jul 8, 2026

Welcome everyone! Welcome to the 497th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Shane Morrow. Shane is the CEO of IronBridge Wealth Counsel, a hybrid advisory firm based in Austin, Texas, that oversees $3.3 billion in assets under management for 2,600 client households. What's unique about Shane, though, isRead More... The post Growing From Solo To Silo’ed Partnership To A $3.3B Enterprise Ensemble (Without Taking Outside Capital): #FASuccess Ep 497 With Shane Morrow first appeared on Kitces.com.

Analysis

Transcript: Mamoon Hamid, Kleiner Perkins

Market Expert Jul 7, 2026

The transcript from this week’s, MiB: Mamoon Hamid, Kleiner Perkins on AI Investing, 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: Mamoon Hamid, Kleiner Perkins appeared first on The Big Picture.

Analysis

Salesforce, RightCapital, And YCharts Launch Their Own New AI Capabilities (And More Of The Latest In Financial #AdvisorTech – July 2026)

Market Expert Jul 6, 2026

Welcome to the July 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 Salesforce, RightCapital, and YCharts have all launchedRead More... The post Salesforce, RightCapital, And YCharts Launch Their Own New AI Capabilities (And More Of The Latest In Financial #AdvisorTech – July 2026) first appeared on Kitces.com.

Analysis

10 July 4 Reads

Market Expert Jul 5, 2026

The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Why You Grieve the End of Summer Before It’s Even Over: If you’re already stressed about the end of the season, you’re not alone. On anticipatory nostalgia and the human knack… Read More The post 10 July 4 Reads appeared first on The Big Picture.

Analysis

MiB: Mamoon Hamid, Kleiner Perkins on AI Investing

Market Expert Jul 5, 2026

This week, I speak with Kleiner Perkins partner Mamoon Hamid. We discuss Mamoon’s thoughts on the AI revolution and his approach to early AI investing. Mamoon also breaks down how he became an early investor in giants like Slack and Figma, and how the firm assesses the investments they missed. He explains how… Read More The post MiB: Mamoon Hamid, Kleiner Perkins on AI Investing appeared first on The Big Picture.

Analysis

Weekend Reading For Financial Planners (July 4–5)

Market Expert Jul 5, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that on the eve of individuals being able to open and fund Section 530A "Trump" Accounts, the IRS has issued a revenue procedure that will significantly reduce the number of individuals who have to file giftRead More... The post Weekend Reading For Financial Planners (July 4–5) first appeared on Kitces.com.

Analysis

At The Money: Building a Bond Ladder with ETFs

Market Expert Jul 3, 2026

At The Money: Building a Bond Ladder with ETFs (July 2, 2026) How can fixed-income investors create diversified, inexpensive bond ladders using Exchange Traded Funds? Full transcript below. ~~~ About this week’s guest: Steve Laipply is Global Co-Head of iShares Fixed Income ETFs. Previously, he was Head of U.S. iShares Fixed Income… Read More The post At The Money: Building a Bond Ladder with ETFs appeared first on The Big Picture.