Articles

Articles for investors on various financial topics.

Articles by Topic

Interested in learning more about a particular financial topic? Scroll the list of articles below to find resources from our award-winning publications and certified-members.

The Rise of the Cyborg Advisor — Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, REBC, CASL
While numerous "robo-advisors" have cropped up in recent years, the reality is that, so far, virtually all of their offerings are narrowly constrained to portfolio solutions—where the world of mathematics and algorithms work well—with little capability of addressing the rest of an individual’s financial picture.

The Role of Lifelong Learning in Family Leadership and Managing Family Wealth — Barton Parrott
Learn what multigenerational families can do to engage and educate their members, so that they can participate in family governance later in life.

Behavioral Finance, Finance for Normal People — Meir Statman, PhD
Normal people are not irrational. People’s normal wants, even more than their cognitive and emotional shortcuts and errors, underline answers to important questions of finance, including saving and spending, portfolio construction, asset pricing, and market efficiency.

Rebel With a Cause, the Case for Impact Investing — Randy Kaufman, JD
What is impact investing, and how can you use it to bolster your portfolio?

The Four Different Types of Fiduciary Financial Advisors — Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, REBC, CASL
What are the four different types of financial advisor fiduciaries, including registered investment advisors?

Retirement Security: A Discussion with Alicia H. Munnell
The director of the Center for Retirement Research at Boston College provides her perspective on retirement security and asset decumulation.

Behavioral Coaching: Helping Investors Run Their Best Race — Zar Toolan
Clients find it difficult to resist emotional decision-making and in-the-moment behavior, but a solid plan can boost the likelihood of achieving their financial goals.

Behavioral Finance: Finance for Normal People — Meir Statman, Ph.D.
Behavioral finance describes the wants, shortcuts, and errors that affect the behavior of normal people and that are reflected in financial markets.

Why Impact? Why Now? — Noel Pacarro Brown, CIMA® , CPWA®
Investors are asserting their worldviews with how they spend, give, and invest money; impact investing is the natural solution.

Who Is a Fiduciary and What Does a Fiduciary Investment Advisor Do? — Blaine F. Aikin, AIFA® , CFA®, CFP®
Duties of fiduciaries align to what society expects and prospective clients value most: trustworthy and competent advice.

Investment Strategy: The Enigma of Investing — Peter Mladina, Charles Grant, CFA®, and Steven Germani, CFA®, CFP®
The conventional wisdom on investing can be wrong when it is not based on key principles of how capital markets actually work. Without the right analytical framework, surprising investment enigmas emerge.

Legacy Planning: Prepare Your Rising Generation — Dennis T. Jaffe, PhD 
Generative families have prospered economically and have developed a sense of family connection that has contributed to leadership and success across generations.

Retirement Strategy: Assess Downside Risk, Upside Potential—Rob Williams, CFP®, CRPC®
Investors who are nearing retirement need to think about diversification but also consider lower-volatility investments or investments with protections to create a floor for the portfolio.

Tax Planning: Strategies to Consider — Suzanne L. Shier, JD
How to stay actively involved in your tax planning before and after tax season ends. 

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