Category: Finance

Analysis

How NOT to Invest Paperback Arrives!

Market Expert May 5, 2026

It’s here! The paperback of “How NOT to Invest” arrives (tomorrow). I am looking forward to being out and discussing the book in all of the usual places. I will share some excerpts this week, along with a few stories about how it came about. The world of publishing has changed since “Bailout… Read More The post How NOT to Invest Paperback Arrives! appeared first on The Big Picture.

Analysis

Transcript: Lawrence Calcano, iCapital CEO

Market Expert May 4, 2026

The transcript from this week’s, MiB: Lawrence Calcano, iCapital CEO, 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: Lawrence Calcano, iCapital CEO appeared first on The Big Picture.

Analysis

Morningstar Sells ByAllAccounts – What’s Next For Data Aggregation? (And More Of The Latest In Financial #AdvisorTech – May 2026)

Market Expert May 4, 2026

Welcome to the May 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 Morningstar is selling the client account aggregationRead More... The post Morningstar Sells ByAllAccounts – What’s Next For Data Aggregation? (And More Of The Latest In Financial #AdvisorTech – May 2026) first appeared on Kitces.com.

Analysis

MiB: Lawrence Calcano, iCapital CEO

Market Expert May 3, 2026

This week, I speak with Lawrence Calcano, chairman and CEO of iCapital, about how he helped build the company into one of the globe’s leading platforms for alternative investments for wealth managers, advisors, bankers, and other financial professionals. On iCapital’s fintech platform is over a $1 trillion in client funds across 2,100 funds managed… Read More The post MiB: Lawrence Calcano, iCapital CEO appeared first on The Big Picture.

Analysis

Weekend Reading For Financial Planners (May 2-3)

Market Expert May 3, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that as an increasing number of (investment-centric) financial advisors are adding planning services to their offerings, the value of comprehensive financial planning as a differentiator for advisory firms could continue to decline in the years aheadRead More... The post Weekend Reading For Financial Planners (May 2-3) first appeared on Kitces.com.

Analysis

Regime Change at the FOMC

Market Expert May 2, 2026

No, not that regime change. Swapping out Kevin Walsh for Jerome Powell will not matter much — to either inflation narrowly or the economy more broadly. This is because the dominant theme in government policies – the one driving the overall economy – is less susceptible to FOMC action in this regime than… Read More The post Regime Change at the FOMC appeared first on The Big Picture.

Analysis

Renewable, Clean Energy is Winning

Market Expert May 1, 2026

It’s pretty obvious to anyone paying attention that the future of energy will be a mix of solar, wind, geothermal, nuclear, and kinetic, paired with batteries. This will replace most carbon fuels. This is not a political argument or an appeal to save the planet; rather, it is a simple economic argument based… Read More The post Renewable, Clean Energy is Winning appeared first on The Big Picture.

Analysis

Navigating Change Fatigue With And While Serving Clients: Kitces & Carl 189

Market Expert May 1, 2026

Uncertainty is a core tenet of life – from markets to technology to economic realities to life decisions. As the saying goes, past performance does not guarantee future results – and people often make decisions in a shifting, unstable, unpredictable environment. This can cumulate into “change fatigue”, where there are too many uncertain and ambiguousRead More... The post Navigating Change Fatigue With And While Serving Clients: Kitces & Carl 189 first appeared on Kitces.com.

Analysis

At The Money: How to Max Out Your Small Business Retirement Plan

Market Expert Apr 30, 2026

At The Money: How to Max Out Your Small Business Retirement Plan with Dan Larosa (April 29, 2026) Are you running a small business or “side hustle” that generates real income? You may not be taking full advantage of the many retirement savings plans available. Full transcript below. ~~~ About this week’s guest: Dan… Read More The post At The Money: How to Max Out Your Small Business Retirement Plan appeared first on The Big Picture.

Analysis

Using Exchange Funds To Diversify Concentrated Securities (And When It’s Better To Sell Instead)

Market Expert Apr 30, 2026

A client whose portfolio is highly concentrated in a single large holding with sizable embedded capital gains presents a multilevel challenge for a financial advisor. On the one hand, continuing to hold the security exposes much of the client's portfolio to the risks inherent in investing in a single company. On the other hand, sellingRead More... The post Using Exchange Funds To Diversify Concentrated Securities (And When It’s Better To Sell Instead) first appeared on Kitces.com.

Analysis

Transcript: David Gardner, Co-Founder, The Motley Fool

Market Expert Apr 29, 2026

The transcript from this week’s MiB, David Gardner, Co-Founder, The Motley Fool is below. You can stream the full conversation on Apple Podcasts, Spotify, or Bloomberg.The video version is on YouTube. The full archive of MiB episodes can be found here. ~~~ Masters in Business: David Gardner Co-founder of The Motley Fool Barry Ritholtz:… Read More The post Transcript: David Gardner, Co-Founder, The Motley Fool appeared first on The Big Picture.

Analysis

“How Not to Invest” Paperback May 5!

Market Expert Apr 28, 2026

The paperback of “How Not to Invest” will be released next week on May 5th! It seems more relevant than ever lately, and I am excited to be out discussing it. Here is the blurb from the publisher: The bestselling guide to avoiding the mistakes that destroy wealth is coming to paperback on… Read More The post “How Not to Invest” Paperback May 5! appeared first on The Big Picture.

Analysis

How I Hired Two Support Planners: Designing A Job Posting To Attract Talented Early-Career Financial Planners

Market Expert Apr 28, 2026

When hiring, financial planning firms will naturally seek to find the best possible candidate for the specific position. However, such individuals don’t necessarily appear on their own; rather, firms have to craft a job posting that attracts a qualified pool of candidates from which to choose (while also considering the time cost to the firmRead More... The post How I Hired Two Support Planners: Designing A Job Posting To Attract Talented Early-Career Financial Planners first appeared on Kitces.com.

Analysis

Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently: #FASuccess Ep 487 With Lori Atwood

Market Expert Apr 28, 2026

Welcome everyone! Welcome to the 487th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Lori Atwood. Lori is the founder of Fearless Finance, an RIA based in Washington, DC, that has served almost 3,000 client households over the past three years on an advice-only, predominantly hourly fee basis. What's uniqueRead More... The post Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently: #FASuccess Ep 487 With Lori Atwood first appeared on Kitces.com.

Analysis

MiB: David Gardner, Co-Founder, The Motley Fool

Market Expert Apr 26, 2026

This week, I speak with David Gardner, Co-Founder of The Motley Fool. We discuss his new book book “Rule Breaker Investing: How to Pick the Best Stocks of he Future and Build Lasting Wealth.” We also discuss the the Rule Breaker framework — David’s checklist for spotting the kind of high-growth, category-defining companies… Read More The post MiB: David Gardner, Co-Founder, The Motley Fool appeared first on The Big Picture.

Analysis

All Time Highs (SP500) versus All Time Lows (Consumer Sentiment)

Market Expert Apr 25, 2026

The stock market is hitting all-time highs, even as consumer sentiment hits all-time lows. Is this a paradox? Hardly. The confusion stems from people who imagine market prices move off their personal economic experiences (as well as broader consumer sentiment). This is a false belief, easily disproven with a few data points and… Read More The post All Time Highs (SP500) versus All Time Lows (Consumer Sentiment) appeared first on The Big Picture.

Analysis

Weekend Reading For Financial Planners (April 25-26)

Market Expert Apr 25, 2026

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a recent report by F2 Strategies indicates that a strong majority of advisory firms surveyed are seeking to make operational changes in the year ahead, with tech integration and client onboarding representing key areas forRead More... The post Weekend Reading For Financial Planners (April 25-26) first appeared on Kitces.com.

Analysis

Farewell, Twitter

Market Expert Apr 24, 2026

Twitter Users Statistics – Key Data for 2026 Twitter Marketing For the past 30 years, I have been sharing my ideas on investing, markets, the economy, policy, and related topics. Online, in public, no hold barred; writing for a broad audience invites comments, criticism, and general interaction. So it was no surprise that… Read More The post Farewell, Twitter appeared first on The Big Picture.