Category: Analysis

Analysis

3 Mistakes You’re Probably Making With Your Investments

Market Expert Aug 8, 2026

3 Mistakes You’re Probably Making With Your Investments The book “How Not to Invest” highlights the big things investors get wrong. Kathleen Coxwell Money Talk, July 3, 2025 When it comes to investing, sometimes the best moves are the ones you don’t make. In “How Not to Invest: The Ideas, Numbers, and Behavior… Read More The post 3 Mistakes You’re Probably Making With Your Investments appeared first on The Big Picture.

Analysis

10 Camp Kotok Weekend Reads

Market Expert Aug 8, 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: • The Future, Made in China: Beijing is competing with the U.S. for tech supremacy. Who wins will have huge political implications. Beijing is competing with the U.S. for tech supremacy. Who… Read More The post 10 Camp Kotok Weekend Reads appeared first on The Big Picture.

Analysis

Weekend Reading For Financial Planners (August 8–9)

Market Expert Aug 8, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the latest "Mind the Gap" report from Morningstar finds that investors in U.S. equity mutual funds and ETFs both tended to achieve stronger returns compared to those in other fund categories during the 10 yearsRead More... The post Weekend Reading For Financial Planners (August 8–9) first appeared on Kitces.com.

Analysis

Returning to Camp Kotok

Market Expert Aug 7, 2026

I am up in Maine discussing economics and markets; bandwidth is hard to come by, as is reception. In the meanwihle, enjoy this 2019 Businessweek piece about the event Talking Rates in the Maine Woods With Economists Over Good Wine Taking place right before the Jackson Hole Economic Symposium, the gathering… Read More The post Returning to Camp Kotok appeared first on The Big Picture.

Analysis

When ‘Feelings Are Data’ To Navigate Clients’ Financial Planning Trade-Offs: Kitces & Carl 196

Market Expert Aug 7, 2026

Some decisions are largely matters of data and analysis. Yet more often, that analysis informs a decision with trade-offs, such as funding retirement or education. Given that we all work with limited resources, financial data is crucial to inform how each dollar may function in these circumstances… yet the data does not produce the definitiveRead More... The post When ‘Feelings Are Data’ To Navigate Clients’ Financial Planning Trade-Offs: Kitces & Carl 196 first appeared on Kitces.com.

Analysis

MiB: Mike Kelly, President and CIO, Future Standard

Market Expert Aug 6, 2026

This week, a special bonus episode! I speak with Mike Kelly. He’s president and chief investment officer of Future Standard and a member of the firm’s management committee. We discuss his career on Wall Street, from his time at Omega Advisors and Tiger Management to his work today, including how he helped build Future… Read More The post MiB: Mike Kelly, President and CIO, Future Standard appeared first on The Big Picture.

Analysis

Transcript: Som Seif, Purpose Unlimited

Market Expert Aug 5, 2026

The transcript from this week’s, MiB: Som Seif, Purpose Unlimited, 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 IN BUSINESS… Read More The post Transcript: Som Seif, Purpose Unlimited appeared first on The Big Picture.

Analysis

When Clients Won’t Sell: What Actually Helps Clients Let Go (Of The Endowment Effect)

Market Expert Aug 5, 2026

As human beings, most of us have a hard time letting go, especially in cases where we have held something for a long time and formed a personal attachment to it. From the treasured (blue) coffee mug, to the t-shirt we got at that concert, to the higher-stakes situations like the family home we've livedRead More... The post When Clients Won’t Sell: What Actually Helps Clients Let Go (Of The Endowment Effect) first appeared on Kitces.com. Click the icon below to listen.

Analysis

Navigating Succession Planning That Doesn’t Turn Out As Expected (Even When You’re Doing Everything Right): #FASuccess Ep 501 With Rick Kahler

Market Expert Aug 5, 2026

Welcome everyone! Welcome to the 501st episode of the Financial Advisor Success Podcast! My guest on today's podcast is Rick Kahler. Rick is the founder of Kahler Financial Group, an RIA based in Rapid City, South Dakota, that oversees approximately $300 million in assets under management for 130 client households. What's unique about Rick, though,Read More... The post Navigating Succession Planning That Doesn’t Turn Out As Expected (Even When You’re Doing Everything Right): #FASuccess Ep 501 With Rick Kahler first appeared on Kitces.com.

Analysis

3% Is the New 2%…

Market Expert Aug 4, 2026

I use a few behavioral hacks to manage my executive-function challenges. The simplest is a weekly email to myself reminding me to make reservations for date night that weekend. I have been doing this in one form or another for decades.1 Pre-pandemic, the most desirable dinner reservations at popular restaurants were for the… Read More The post 3% Is the New 2%… appeared first on The Big Picture.

Analysis

YCharts Acquires Zephyr To Include More SMA Data In Its Analysis And Proposal Tools (And More Of The Latest In Financial #AdvisorTech – August 2026)

Market Expert Aug 4, 2026

Welcome to the August 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 the all-in-one platform Advyzon has rolled outRead More... The post YCharts Acquires Zephyr To Include More SMA Data In Its Analysis And Proposal Tools (And More Of The Latest In Financial #AdvisorTech – August 2026) first appeared on Kitces.com.

Analysis

Bloomberg: Tesla’s Edsel Moment

Market Expert Aug 3, 2026

Bloomberg just says it: The Cybertruck is an automotive disaster on par with the Edsel, which itself became shorthand for a total failure: Ford introduced a car named the Edsel, named after Henry Ford’s son, almost 70 years ago. It’s widely viewed as the greatest automotive flop of all time. Tesla’s Cybertruck may now… Read More The post Bloomberg: Tesla’s Edsel Moment appeared first on The Big Picture.

Analysis

MiB: Som Seif, Purpose Unlimited

Market Expert Aug 2, 2026

This week, I speak with Som Seif, founder and CEO at Purpose Unlimited. We discuss Som’s journey from engineering to investment banking. They also discuss his early push into ETFs in Canada and the creation of the first bitcoin ETF. Som discusses his history as a serial entrepreneur and the importance of endurance… Read More The post MiB: Som Seif, Purpose Unlimited appeared first on The Big Picture.

Analysis

Personalizing Lifespan Assumptions For More Accurate Social Security And Retirement Withdrawal Recommendations

Market Expert Aug 1, 2026

There's a long-standing aphorism amongst financial planners about the difficulty in doing retirement planning: if the client could just tell me the precise date they will die, I'd make them the perfect retirement plan. Yet the reality is that no one knows when they are going to pass away; while life insurance companies may beRead More... The post Personalizing Lifespan Assumptions For More Accurate Social Security And Retirement Withdrawal Recommendations first appeared on Kitces.com. Click the icon below to listen.

Analysis

Weekend Reading For Financial Planners (August 1–2)

Market Expert Aug 1, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of wealth management firms finds that while the number of respondents who have Artificial Intelligence (AI) as a dedicated tech budget line item increased from 14% to 67% in the past year,Read More... The post Weekend Reading For Financial Planners (August 1–2) first appeared on Kitces.com.

Analysis

(Lack of) Situational Awareness

Market Expert Jul 31, 2026

Hedge Fund Pitch: Theranos, but for AI These things always look obvious in hindsight. The chatter I have been hearing from the West Coast among the intelligentsia goes something like this: Smart 24-year-old and former OpenAI researcher writes a 164-page missive about the future of AI in 2024. He has some insights,… Read More The post (Lack of) Situational Awareness appeared first on The Big Picture.

Analysis

At The Money: Living a Life of Purpose

Market Expert Jul 30, 2026

At The Money: Living a Life of Purpose, Dr. Jordan Grumet (July 29, 2026) Worried about purpose, legacy, and what all this wealth might be good for? You are not alone. Full transcript below. ~~~ About this week’s guest: Dr. Jordan Grumet is a physician who works at the intersection of money, mortality, purpose,… Read More The post At The Money: Living a Life of Purpose appeared first on The Big Picture.

Analysis

Using Personalized Lifespan Estimation For Retirement

Market Expert Jul 30, 2026

There's a long-standing aphorism amongst financial planners about the difficulty in doing retirement planning: if the client could just tell me the precise date they will die, I'd make them the perfect retirement plan. Yet the reality is that no one knows when they are going to pass away; while life insurance companies may beRead More... The post Using Personalized Lifespan Estimation For Retirement first appeared on Kitces.com. Click the icon below to listen.