• Advisor Perspectives | July 9, 2013 | “The Five Best New Investment Ideas New Age Paradigms for the Post-MPT World”
  • Journal of Financial Planning | June 2013 | “Tactical Asset Allocation: Advice and Guidance from Experts”
  • Financial Advisor IQ | April 17, 2013 | “Tips for Curing the Hard-Bitten Gold Bug”
  • Wall Street Journal | March 31, 2013 | “How Funds Massage Numbers, Legally”
  • Morningstar | March 6, 2013 | “Asset Location: Not So Black and White” (VIDEO)
  • Above the Market | March 4, 2013 | “Edge: Michael Kitces”
  • TwinCities | February 2, 2013 | “Now’s Not the Time to Grow Giddy Over the Stock Market”
  • Baltimore Sun | December 28, 2012 | “Investment Outlook for 2013 Clouded by Uncertainty”
  • Morningstar | October 16, 2012 | “What is an Alternative Investment?” (VIDEO)
  • S&P Dow Jones Indices | October 11, 2012 | “Where Are We Now? Sectors, Industries, and the Business Cycle”
  • Wall Street Journal | October 3, 2012 | “ETFs that Mature Like Bonds”
  • ETF Report | September 2012 | “Why I Own ITB”
  • Professional Planner | August 30, 2012 | “Life After Modern Portfolio Theory”
  • Money Management | August 24, 2012 | “The Rise of Dynamic Asset Allocation”
  • Money Management | August 23, 2012 | “Fund Managers Taking a ‘Giant Shortcut’ in Asset Allocation”
  • IndexUniverse | August 22, 2012 | “Pinnacle’s Vollaro: Buy Corrections Now”
  • CFA Magazine | July-August 2012 | “Tactics, Timing, and Technicalities: Is Market Timing in the Eye of the Beholder?”
  • Advisors4Advisors | June 21, 2012 | “Ken Solow Answers Questions from Attendees of Active Management Webinar”
  • Journal of Financial Planning | June 2012 | “The Rise of Tactical Asset Allocation”
  • Advisors4Advisors | May 28, 2012 | “Ken Solow’s Presentation On Friday Marks A Pivotal Turn For Investment Advice”
  • New York Times | May 18, 2012 | “Getting to Retirement with Minimal Financial Risk”
  • AdvisorOne | April 13, 2012 | “Markets May Be Volatile, but Risk Tolerance Isn’t”
  • S&P MarketScope Advisor | April 4, 2012 | “Pro Investors Talk Muni Allocation, Value” (fire-walled)
  • S&P Indices | March 22, 2012 | “Finding Yield in Today’s Bond Market” webinar
  • Advisor Perspectives | March 13, 2012 | “LTE: Tactical Asset Allocation v. Behavioral Finance”
  • Canadian Business | January 19, 2012 | “RRSP Portfolio Picks for 2012
  • MarketWatch/Wall Street Journal | January 5, 2012 | “Not Buy-and-Hold, but Buy-and-Sell Rarely”
  • Registered Rep | December 23, 2011 | “Not Going Tactical Could Pose Real Business Risks, Advisors Fear”
  • Minneapolis Star Tribune | December 16, 2011 | “Betting the House to Buy Stocks?”
  • Journal of Financial Planning | December 2011 | “Improving Risk-Adjusted Returns Using Market-Valuation-Based Tactical Asset Allocation Strategies”
  • MorganStanley/SmithBarney | July 15, 2011 | “The Energy Sector: Powered Returns”
  • RealClearMarkets | April 1, 2011 | “The Disaster Playbook for Investors”
  • The Baltimore Sun | April 11, 2011 | “Questionable Investment Strategy in Maryland’s Pension Plan”
  • Financial Planning | March 11, 2011 | “Japan Earthquake, Tsunami Not Likely to Sweep Away Recovery, Say Industry Pros”
  • The Globe and Mail | February 13, 2011 | “A Staunch Defence of ‘Vilified’ Market-Timing”
  • Journal of Financial Planning | December, 2014 | “Planning Implications of New Legislation for Digital Assets”
  • MarketWatch | July 23, 2013 | “Lottery-Linked Retirement Accounts?”
  • Palm Beach Post | July 6, 2013 | “How to Plan for your Retirement Time Horizon”
  • Palm Beach Post | July 4, 2013 | “Cashing Out of the Bucket Strategy” (VIDEO)
  • Kiplinger’s Personal Finance | July 2013 Issue | “Uncle Sam is Eyeing Your Nest Egg”
  • The Reverse Advisor | June 13, 2013 | “Financial Planning and the HECM”
  • MarketWatch | June 4, 2013 | “Easier Refinancing for Retirees”
  • Forbes | June 4, 2013 | “Dave Ramsey’s Online Brawl Shows Problematic Divisions in Finance World”
  • Above the Market | June 4, 2013 | “Financial Advice: A Top Ten List”
  • Kiplinger’s Personal Finance | June 2013 | “What’s Your Retirement Number?”
  • Crain’s New York Business | May 6, 2013 | “Bloomberg LP Delves into Online Financial Advice”
  • AdvisorOne | May 5, 2013 | “Kitces and Winterberg Describe the Future of Financial Planning”
  • Financial Planning | May 3, 2013 | “What Not to Say on Twitter”
  • MarketWatch | May 3, 2013 | “New ‘Crackdown’ Targets the IRAs of the 1%”
  • RIABiz | April 29, 2013 | “Finance Logix Advisor Conference Ponders Simplicity as Sophistication”
  • Minyanville | April 24, 2013 | “What is the Best Age to Start Collecting Social Security?”
  • AdviceIQ | April 19, 2013 | “Don’t Sweat Small Spending”
  • Bankrate.com | April 19, 2013 | “Financial Wolves Exposed by CFPB”
  • Cambridge | April 18, 2013 | “The Rise of eService?”
  • Bankrate.com | April 17, 2013 | “How to Cut a Long-Term Care Rate”
  • Yahoo! Finance | April 16, 2013 | “5 of the Worst Things You Can Do With Your Money”
  • MintLife | April 16, 2013 | “What is the Best Age to Start Collecting Social Security?”
  • MarketWatch | April 15, 2013 | “How to Handle a Long-Term Care Rate Hike”
  • Investment News | April 14, 2013 | “Brightscope Girds to Release Prices”
  • The Walton Sun | April 14, 2013 | “Still OK to Prepay”
  • Bloomberg Businessweek | April 9, 2013 | “Maybe Past Performance Does Predict Your Savings’ Future”
  • NASDAQ | April 8, 2013 | “Why You Shouldn’t ‘Set and Forget’ Your Withdrawals” (VIDEO)
  • The Reverse Review | April 2013 | “Change Is Good. You Go First.”
  • Enterprising Investor | March 27, 2013 | “Are Safe Withdrawal Rates Still Relevant in Today’s Low-Return Environment?”
  • FinalytiQ | March 27, 2013 | “Emerging Trends in Financial Planning” (VIDEO)
  • New York Times | March 15, 2013 | “New Laws Take Guesswork Out of Investment Tax Liability”
  • Above the Market | March 4, 2013 | “Edge: Michael Kitces”
  • Wall Street Journal | March 1, 2013 | “Say Goodbye to the 4% Rule for Retirement”
  • Planner | March/April 2013 | “Best Planning Ideas for 2013
  • MarketWatch | February 25, 2013 | “Retirement Success is About Spending, Not Saving”
  • AdvisorOne | February 20, 2013 | “Get Ready for Gender-Based Pricing on LTC Insurance”
  • Swim With Jim Online Radio | February 11, 2013 | “Michael Kitces on Tap”
  • Wall Street Journal | February 7, 2013 | “Michael Kitces: Don’t Be Afraid of Harvesting Capital Gains”
  • MarketWatch | January 18, 2013 | “Protecting Retirement Income: How Much?”
  • MarketWatch | January 3, 2013 | “Roth Conversions Are Easier, But Are They Right?”
  • AdvisorOne | January 2, 2013 | “Fiscal Cliff Bill: The Good, the Bad, and the Ugly”
  • Reuters | December 18, 2012 | “How Retirees Can Cope with Fed’s New Normal”
  • Wall Street Journal | December 17, 2012 | “To Handle Hard Times, Plan for the Long Term”
  • MarketWatch | November 30, 2012 | “Retirement Weekly, Tip of the Week”
  • Investment News | November 4, 2012 | “Cut Exposure to Medicare Taxes”
  • Enterprising Investor | October 13, 2012 | “Take 15: Key Trends and Issues for Financial Advisors” (VIDEO)
  • AdvisorOne | October 2, 2012 | “What to Do About New Medicare Taxes”
  • Journal of Financial Planning | October 2012 | “Safe Withdrawal Rates: What Do We Really Know?”
  • Money Magazine | September 11, 2012 | “How to Pick the Juicier 401(k) Plan”
  • Above the Market | August 16, 2012 | “Five Good Questions for Michael Kitces”
  • MarketWatch | July 26, 2012 | “7 Money Matters to Consider if Retiring Overseas”
  • Morningstar | July 23, 2012 | “Swing Factors for the 4% Withdrawal Rate”
  • AdviceIQ | June 21, 2012 | “The Young: Skips IRAs Now”
  • Fox Business | May 17, 2012 | “Seven Questions to Ask Before Buying Credit Card Protection”
  • Investment News | May 13, 2012 | “Advisors Disagree with Kitces’ Take”
  • AdvisorOne | May 10, 2012 | “How to Get the Most Out of Social Security Planning for Couples: Michael Kitces”
  • Morningstar | May 9, 2012 | VIDEO: “Swing Factors for the 4% Withdrawal Rate”
  • Morningstar | May 9, 2012 | VIDEO: “2 Strategies for Maximizing Social Security”
  • AdvisorOne | May 9, 2012 | “Michael Kitces: The 2012 IA 25 Extended Profile”
  • AdvisorOne | May 7, 2012 | “Kitces: Can Financial Planners Keep Pace in a Digital Future?”
  • Financial Planning | May 1, 2012 | “The Producers”
  • Investment News | April 29, 2012 | “Shrunken Social Security Figures Into Advisors’ Plans”
  • MarketWatch | April 25, 2012 | “Disconnect from this Market-Linked Security”
  • Financial Planning | April 20, 2012 | “RIAs Not Counting on Passage of Small Business Tax Relief Bill”
  • LifeHealthPRO | April 20, 2012 | “Who Will Be the Next Glenn Neasham?”
  • Investment News | April 15, 2012 | “CFP Board’s New Chief Investigator Adds Enforcement Muscle”
  • Baltimore Sun | April 14, 2012 | “JOBS Act: Act Allows Entrepreneurs to Sell Securities Via Crowdfunding”
  • Journal of Financial Planning | April 2012 | “10 Questions with Noteworthy People: Michael Kitces on Tax Planning’s 180 and Investing in the Extreme”
  • Rapid City Journal | March 18, 2012 | “Reverse Mortgages Offer Some Creative Advantages”
  • Rapid City Journal | March 11, 2012 | “Reverse Mortgages Can be Useful for Some Seniors”
  • MarketWatch | February 13, 2012 | “Congress Eyes Retirement-Plan Tax Benefits”
  • Morningstar | February 10, 2012 | “Should Portfolio Withdrawals Vary with the Market?”
  • SmartMoney | January 27, 2012 | “Understanding the Roth 401(k)”
  • Morningstar | January 26, 2012 | “Unpacking the 4% Rule for Retirement Portfolio Withdrawals”
  • AdvisorOne | January 25, 2012 | “CFP Board Relaxes Its Position on Financial Planner Bankruptcies… Sort Of”
  • Financial Advisor Magazine | January 3, 2012 | “Why Advisors, Clients Must Battle to Keep Retirement Savings on Track”
  • San Francisco Chronicle | January 1, 2012 | “Resolve to Improve Finances, Career in Year Ahead”
  • Investment News | December 18, 2011 | “Michael Kitces: Power Tweeter Delves into Financial Science”
  • Forbes.com | November 28, 2011 | “Tips to Avoid Coming Up Short in Retirement”
  • Mint.com | November 22, 2011 | “Paying Down Your Mortgage Versus Investing More”
  • Wall Street Journal | November 19, 2011 | “How Much is Too Much?”
  • AARP Bulletin | November 1, 2011 | “The Truth About Social Security Myths”
  • Financial Post | October 24, 2011 | “Radical Concept: Financial Planners Should Give Clients Financial Plans”
  • SmartMoney | October 17, 2011 | “Retirement May Be Bad For You”
  • Registered Rep | October 7, 2011 | “Managing Retirement Account Withdrawals in Volatile Markets”
  • RIABiz | October 6, 2011 | “RIAs Reflect on the Life and Legacy of Steve Jobs”
  • Investment News | September 16, 2011 | “Planners Give Thumbs-Up to CFP Board’s Ad Campaign”
  • The Wall Street Journal | March 21, 2011 | “Working in Retirement: Questions, Questions, Questions”
  • The Wall Street Journal‘s Market Watch | March 17, 2011 | “Tax Strategies for Working in Retirement”
  • The New York Times | January 21, 2011 | “With Retirement Savings, It’s a Sprint to the Finish”
  • Motley Fool | July 7, 2010 | “Why Annuities Are Better Than You Think”
  • Financial Planning | February 1, 2010 | “The Deep Thinker: Michael Kitces is Changing How Planners Shape Their Practices — and Their Plans”
  • Bank Investment Consultant | February 1, 2010 |”You Should Live So Long”
  • Financial Advisor IQ | August 13, 2015 | “Kitces Goes From Paraplanner to Advice-Industry Spokesman”
  • Investment News | June 18, 2013 | “15 Transformational Advisers: Michael Kitces”
  • Elon University | June 10, 2013 | “John Hill ’76 and Ali Deatsch ’13 Elected to Elon Board of Trustees”
  • RIABiz | April 16, 2013 | “Two Firms That Have Love-Hate Relationships With RIAs Draft Their Harshest Critics To Serve As Consiglieres”
  • Wall Street Journal | April 16, 2013 | “BrightScope Names Michael Kitces, Industry Luminary and Partner at Pinnacle Advisory Group, to Advisory Board”
  • Financial Planning Association | May 15, 2012 | “FPA Names Michael Kitces to New Role of Practitioner Editor”
  • AdvisorOne | May 7, 2012 | “Tuttle to Retire, Kitces to Join the Journal of Financial Planning
  • Investment Advisor | April 24, 2012 | Michael Kitces is named one of the “25 most influential people in the advisor and financial services industry.”
  • Financial Planning | March 21, 2012 | “RIA Pinnacle Advisory Promotes Kitces to Partner”
  • RIABiz | March 21, 2012 | “Michael Kitces Becomes Partner at Pinnacle, Ambassador for TAMP-Like Service”
  • AdvisorOne | March 28, 2012 | “New Hire Roundup”
  • Investment News | March 20, 2012 | “The 15 Financial Advisors All Advisors Should Follow on Twitter”
  • AdvisorOne | August 13, 2010 | “FPA Announces Heart of Financial Planning Award Recipients”

  • RIABiz.com   | October 27, 2015 | “NAPFA is Small, Pure and Aching For an Elevator Pitch”
  • FA Magazine   | October 1, 2015 | “Regulatory Rush Causes RIA to Cap Succession Planning Program”
  • InvestmentNews   | August 9, 2015 | “Advisers’ Death Without Transition Plans Force Custodians Into Action”
  • InvestmentNews   | April 22, 2015 | “State Regulators To Require Continuity Plans”
  • Financial Advisor IQ   | December 17, 2014 | “The SEC Could Make Succession Planning a Requirement”
  • InvestmentNews   | December 11, 2014 | “SEC Works on Rule Requiring Practice Transition Plans”
  • ThinkAdvisor   | October 7, 2014 | “The Succession Planning Mirage, and the Alternative”
  • Financial Advisor IQ   | September 26, 2014 | “Small RIAs May Have to Make Succession Plans”
  • Reuters   | September 25, 2014 | “States Prod Investment Advisors To Plan For Their Death, Disability”
  • FA Magazine   | September 25, 2014 | “States Prod Investment Advisors To Plan For Their Death, Disability”
  • ThinkAdvisor   | September 24, 2014 | “State-Registered Advisors Prep for New Succeession Planning Rules”
  • Blueleaf   | August 18, 2014 | “Here’s What the Financial Industry REALLY Thinks About Twitter”
  • Wall Street Journal   | August 8, 2014 | “Voices: John Hill, on Why Older Advisers Shouldn’t Sell Their Firm”
  • WealthManagement.com | April 30, 2014 | “Office Hours With Michael Kitces”

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  • AdvisorOne | December 12, 2012 | “NAPFA to Advisors: CFP Designation or Bust”
  • Investment News | September 23, 2012 | “Biggest and Most Profitable Have Plans in Place”
  • Investment News | September 17, 2012 | “Michael Kitces: The Day I Became Ashamed to be a CLU”
  • Investment News | June 13, 2012 | “Social Media as Drip Marketing for Financial Planners”
  • Reuters | June 7, 2012 | “Quick Ways Advisors Can Boost Referrals”
  • NASDAQ | May 11, 2012 | “Calling All Millennials: The Wealth Management Sector Needs You”
  • Financial Planning | April 1, 2012 | “Flying Solo”
  • RIABiz | March 28, 2012 | “Branch Managers are Key for Aggregator Growth”
  • Reuters | March 20, 2012 | “Dealing with Clients’ Scandal Anxiety”
  • AdvisorOne | March 16, 2012 | “Kitces: Why Niche Marketing Will Make or Break Advisors”
  • Financial Planet | March 5, 2012 | “The Public Deserves a Choice, But It’s Not Fiduciary vs. Suitability”
  • AdvisorOne | February 28, 2012 | “How Advisors Are Using Social Media”
  • Registered Rep | February 27, 2012 | “Protect Your (Online) Rep”
  • Registered Rep | January 25, 2012 | “Mastering the Mad Scramble for New Clients”

As a leader in the advisory community, Pinnacle promotes financial literacy and education inside and outside the profession with our technical contributions to trade journals, speaking engagements and our contributions to articles in the press.

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