Michael Kitces, CFP, CLU, ChFC, RHU, REBC, is a partner and the director of research for Pinnacle Advisory Group and the publisher of The Kitces Report newsletter and the financial planning industry blog Nerd’s Eye View through his website www.kitces.com.
Company: Nerd’s Eye View & Pinnacle Advisory Group
Area of Expertise: Financial planning, retirement, taxes
Web Site: www.kitces.com
Twitter Feed: @MichaelKitces
Topics Presented in Speeches: Numerous – see www.kitces.com/presentations
Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL, is a partner and the director of research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, MD, that oversees approximately $1.3 billion of client assets. In addition, he is the practitioner editor of the Journal of Financial Planning, as well as the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.kitces.com, dedicated to advancing knowledge in financial planning.
Beyond his website, Kitces is an active writer and editor across the industry and has been featured in publications that include Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies and Leimberg Information Services, as well as The Wall Street Journal, BusinessWeek, CNBCPowerLunch, NBC Nightly News and more.
Kitces is one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. Kitces’ active work in the financial planning community currently includes serving as a member of the editorial review board for the Journal of Financial Planning, national chair of the financial planning section for the Society of Financial Services Professionals, and numerous other boards and committees for the Financial Planning Association and the Society of Financial Services Professionals at the local and national levels. Kitces is also a co-founder of NexGen, a community of financial planners that aims to ensure the transference of wisdom, tradition and integrity from the pioneers of financial planning to the next generation.
Articles by this Author
Portfolio Strategies »
The optimal equity allocation depends on market valuations, though a fixed 60% stock/40% Treasury bill allocation works well overall.
April 2015 | Journal
Portfolio Strategies »
Starting retirement with a 30% allocation to equities and then gradually increasing it to 70% leads to a 95.1% probability of not outliving your savings.
April 2014 | Journal