Category: Analysis

Analysis

Long-Term Care And Estate Planning For Childfree Clients: Inverting The Timeline For Lifetime Care Defense

Market Expert May 28, 2026

The typical estate planning process entails inviting clients to decide what will happen to their wealth when they are no longer alive (i.e., "who inherits what"), and the selection of individuals who can make financial and health care decisions on their behalf in the event they are incapacitated (whether due to accident or disability orRead More... The post Long-Term Care And Estate Planning For Childfree Clients: Inverting The Timeline For Lifetime Care Defense first appeared on Kitces.com.

Analysis

Challenges In Engaging The Disengaged Spouse Of A Client Couple: Kitces & Carl 191

Market Expert May 28, 2026

In modern financial planning, there is an increased emphasis on engaging both partners in a client couple; reasons for this range from better understanding the household’s goals, ensuring everyone is heard equitably, and retaining one partner in the event of a disaster. Yet the reality for many couples is that financial decision-making, like many aspectsRead More... The post Challenges In Engaging The Disengaged Spouse Of A Client Couple: Kitces & Carl 191 first appeared on Kitces.com.

Analysis

Earning Premium Planning Fees By Demonstrating Hard-Dollar Tax Savings For Business Owner Clients: #FASuccess Ep 491 With Patrick Lonergan

Market Expert May 27, 2026

Welcome everyone! Welcome to the 491st episode of the Financial Advisor Success Podcast! My guest on today's podcast is Patrick Lonergan. Patrick is the founder of Vital Wealth, an RIA based in Clinton, Iowa, that generates $2.5 million in annual advisory fee revenue for approximately 100 client households. What's unique about Patrick, though, is howRead More... The post Earning Premium Planning Fees By Demonstrating Hard-Dollar Tax Savings For Business Owner Clients: #FASuccess Ep 491 With Patrick Lonergan first appeared on Kitces.com.

Analysis

Transcript: Vimal Kapur, Chairman and CEO of Honeywell

Market Expert May 26, 2026

The transcript from this week’s MiB: Vimal Kapur, Chairman and CEO of Honeywell, 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: Vimal Kapur, Chairman and CEO of Honeywell appeared first on The Big Picture.

Analysis

Steve Carell, Northwestern Class of 2025 Commencement

Market Expert May 25, 2026

Carell tells graduates to be kind, avoid envy and to listen to those around them. The post Steve Carell, Northwestern Class of 2025 Commencement appeared first on The Big Picture.

Analysis

10 Memorial Day Reads

Market Expert May 25, 2026

My day of remembrance for those who have been lost reads: • Memorial Day. Eric Paliwoda was a big dude. Probably six-foot-six. Those big, meaty hands that would swallow your own in a tight handshake. His jaw stuck out, exaggerated by a lip full of dip. He was raised in Connecticut, but seemingly emerged from… Read More The post 10 Memorial Day Reads appeared first on The Big Picture.

Analysis

Designing A (Scalable) Advisory Firm PTO Policy For Your First Hire And Beyond

Market Expert May 25, 2026

For many advisory firm owners, deciding how much time to take away from work is largely a personal choice shaped by client needs, business demands, and personal priorities. But once a firm hires employees with their own need to step away from time to time, Paid Time Off (PTO) becomes much more than an individualRead More... The post Designing A (Scalable) Advisory Firm PTO Policy For Your First Hire And Beyond first appeared on Kitces.com.

Analysis

MiB: Vimal Kapur, Chairman and CEO of Honeywell

Market Expert May 24, 2026

This week, I speak with Vimal Kapur, Chairman and CEO of Honeywell. He began his career as an engineer with the company in India 37 years ago, and rose through the firm across multiple product groups and divisions. Kapur explains the logic behind splitting the company into three separate entities. He is (obviously)… Read More The post MiB: Vimal Kapur, Chairman and CEO of Honeywell appeared first on The Big Picture.

Analysis

Weekend Reading For Financial Planners (May 23-24)

Market Expert May 24, 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 while investors are largely accepting of financial advisors' use of Artificial Intelligence (AI) technology in their practices, they want to know how their advisor is using it, as their comfortRead More... The post Weekend Reading For Financial Planners (May 23-24) first appeared on Kitces.com.

Analysis

At the Money: Blurring the Lines Between Public & Private Investments

Market Expert May 23, 2026

At The Money: Blurring the Lines Between Public and Private Investments with Dave Nadig, ETF.com (May 20, 2026) There used to be a clear distinction between public and private companies. Firms would take years or even decades to grow, build their revenue and profits, and eventually tap the public markets to go… Read More The post At the Money: Blurring the Lines Between Public & Private Investments appeared first on The Big Picture.

Analysis

Why the Apple Store Will Fail…

Market Expert May 21, 2026

The paperback of “How NOT to Invest” drops this month; to celebrate, I present this excerpt from the book about a BW story that was published exactly 25 years ago! This short, Apple-related excerpt from the book was a fun chapter to write… Enjoy! “Sorry, Steve: Here’s Why Apple Stores Won’t… Read More The post Why the Apple Store Will Fail… appeared first on The Big Picture.

Analysis

Implications Of The SEC Proposal(s) For New $1B AUM Threshold(s) For Small Entities And Federal Registration

Market Expert May 21, 2026

An important (albeit time-consuming) part of running an RIA is fulfilling the compliance obligations required by the firm's regulator(s). Currently, firms with at least $100M of regulatory Assets Under Management (AUM) or that would be required to register with at least 15 states typically must register with and be overseen by the Securities and ExchangeRead More... The post Implications Of The SEC Proposal(s) For New $1B AUM Threshold(s) For Small Entities And Federal Registration first appeared on Kitces.com.

Analysis

Transcript: Shelia Bair, former FDIC Chair

Market Expert May 19, 2026

The transcript from this week’s, MiB: Shelia Bair, former FDIC Chair, 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. ~~~ Masters… Read More The post Transcript: Shelia Bair, former FDIC Chair appeared first on The Big Picture.

Analysis

Generating More Unsolicited Referrals That Actually Turn Into Good-Fit Clients

Market Expert May 19, 2026

When a financial advisory client makes a referral to their advisor, all parties can benefit: the referrer is able to connect a friend or family member with a high-quality financial advisor, the referred individual receives a valuable personal recommendation to a professional who could have a major impact on their life, and the advisor receivesRead More... The post Generating More Unsolicited Referrals That Actually Turn Into Good-Fit Clients first appeared on Kitces.com.

Analysis

Attracting And Retaining HNW Clients By Being More Available For Their Multigenerational Family Needs: #FASuccess Ep 490 With Liz Miller

Market Expert May 19, 2026

Welcome everyone! Welcome to the 490th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Liz Miller. Liz is the founder of Summit Place Financial Advisors, an RIA based in Summit, New Jersey, that oversees approximately $300 million in assets under management for 37 client families. What's unique about Liz, though,Read More... The post Attracting And Retaining HNW Clients By Being More Available For Their Multigenerational Family Needs: #FASuccess Ep 490 With Liz Miller first appeared on Kitces.com.

Analysis

Roger Federer at Dartmouth 2024 Commencement Address

Market Expert May 18, 2026

Tennis great-turned-philanthropist Roger Federer delivered the Commencement address at Dartmouth on June 9, 2024. The eight-time Wimbledon champion gave pointers on how to win at life. Federer received a Doctor of Humane Letters degree at the Commencement ceremony. The post Roger Federer at Dartmouth 2024 Commencement Address appeared first on The Big Picture.

Analysis

MiB: Shelia Bair, former FDIC Chair

Market Expert May 17, 2026

This week, I speak with former FDIC Chair Shelia Bair. We discuss the release of her latest book “How Not To Lose A Million Dollars” and the importance of financial literacy across age groups. Bair also discusses her concerns about crypto, gambling, and the rise of Buy Now, Pay Later. A list… Read More The post MiB: Shelia Bair, former FDIC Chair appeared first on The Big Picture.

Analysis

Good Quarterly Earnings Behavior

Market Expert May 16, 2026

The SEC has proposed allowing companies to move to semiannual earnings reporting. On Monday, we discussed why eliminating quarterly earnings as a basic premise was a bad idea: it reduces transparency, increases volatility, and is likely to create a surge in insider trading, all while accomplishing little to move us away from the… Read More The post Good Quarterly Earnings Behavior appeared first on The Big Picture.