RMD Arbitrage: Strategies for Legally Delaying and Reducing RMDs
by Caleb W. Vaughan, CFP®, Financial Planning Association, June 1, 2017

Pivot Points
by Richard Clarida, Andrew Balls, Daniel J. Ivascyn, PIMCO, June 1, 2017

The Happiness Spending Threshold And What It Really Means To Live Within Your Means
by Michael Kitces, Kitces.com, May 31, 2017

Don’t Forget About the Islamic State
by George Friedman and Jacob L. Shapiro, Mauldin Economics, May 8, 2017

The Geopolitics of Nuclear Weapons
by George Friedman, Xander Snyder, and Cheyenne Ligon, Mauldin Economics, April 17, 2017

8 Questions to Consider Before You Decide to Age in Place
by Brad Breeding, MyLifeSite, March 13, 2017

100 days of change: The importance of immigration
by Dr. David Kelly and J.P.Morgan Asset Management, J.P.Morgan , March 3, 2017

10 Potential Black Swans And Opportunities For The U.S. Economy In 2017
by John Mauldin, Seeking Alpha, January 16, 2017

The Return of Reflation: TIPS Views
by Matthew Kaiser, Goldman Sachs, January 4, 2017

Revolutionary?
by Melanie Waddell, InvestmentAdvisor, January 1, 2017

The Emerging Markets Hat Trick: Time to Throw Your Hat In?
by Rob Arnott Brandon Kunz, ResearchAffiliates, December 31, 2016

Into the Unknown
by Joachim Fels, Andrew Balls, PIMCO, December 31, 2016

Making America Reflate Again?
by PIMCO, PIMCO.com, December 31, 2016

Bond Funds Year in Review: A Tale of Many Markets
by Sarah Bush, MorningstarAdvisor, December 27, 2016

December Market Outlook Update
by Jim McDonald, Perspective, Northern Trust, December 14, 2016

Charitable Gift Annuities May Answer the Fixed Income Question
Paul Caspersen, WealthManagement.com, December 12, 2016

A Monopoly Donald Trump Can Pop
by Eric Posner, Fiona Scott and Glen Weyl, The New York Times, December 7, 2016

End-Of-Year Tax Planning For Trump’s Potential 2017 Income Tax Reform
by Michael Kitces, Kitces.com, December 7, 2016

2017 Economic and market outlook: Stabilization, not stagnation
by Vanguard Research, Vanguard, December 5, 2016

UPDATE: Chicago PMI soars to highest level in almost two years
by Greg Robb, MarketWatch, Morningstar.com, November 30, 2016

Understanding The 2017 Income Tax Reform Proposals: President Trump Vs House Republicans
by Michael Kitces, Kitces.com, November 30, 2016

Highlights from Vanguard’s 2017 economic and investment outlook
by Vanguard's Economic Team, Vanguard.com, November 30, 2016

Buffett Supported Hillary, But Berkshire Is Perfectly Positioned For Trump
by Jim Sloan, Seeking Alpha, November 21, 2016

The Future Of Estate Planning And Potential Repeal Under President Trump
by Michael Kitces, Kitces.com, November 16, 2016

Joyful Donor to Women’s Causes Teaches Other Inheritors
by Claudia Dreifus, The New York Times, November 12, 2016

A Guide to Qualified Charitable Distributions
by Natalie Choate, Morningstar.com, November 11, 2016

Post-Election Tax Briefing Outlines Trump Tax Positions and Legislative Potential
by CCH Tax Group, Wolters Kluwer, November 9, 2016

U.S. Elections: A Populist Victory
by Dr. David Kelly, J.P. Morgan Asset Management, November 9, 2016

Six ways to apply the creative process to business
by John Michael Schert, Chicago Booth Review, November 4, 2016

Advice for the Next President
by Chicago Booth Review, Chicago Booth, October 26, 2016

The Active-Passive Powerhouse
by Jason Zweig, The Wall Street Journal, October 21, 2016

The Portfolio Size Effect And Using A Bond Tent To Navigate The Retirement Danger Zone
by Michael Kitces, Kitces.com, October 5, 2016

Weighing A Qualified Charitable Distribution (QCD) From An IRA Vs Donating Appreciated Investments?
by Michael Kitces, Kitces.com, September 28, 2016

Take 5: Vanguard’s global chief economist Joe Davis says 1% interest rates the new normal
by John Waggoner, Investment News, September 27, 2016

An election of extremes—but a government of moderation
by Andrew Goldberg & Hannah Anderson, J.P. Morgan Asset Management, September 9, 2016

Could The New Morningstar Sustainability Ratings Actually Change Corporate Responsibility?
by Michael Kitces, Kitces.com, September 7, 2016

IRS Eases Process To Fix IRA 60-Day Rollover Mistakes And Errors
by Michael Kitces, Kitces.com, August 31, 2016

Milton Friedman and Monetarism Through the Looking Glass
by Laurence B. Siegel and Paul D. Kaplan, Laurence B. Siegel, August 27, 2016

Factor Investing: A Post-Modern Portfolio Theory
by John Blood, ThinkAdvisors, August 22, 2016

Why women tend to outperform men when investing
by Kara Murphy, InvestmentNews, July 24, 2016

When to Get On the Wait List at a Retirement Community
by Brad Breeding, My LifeSite, July 22, 2016

So I’ll Probably Need Long-Term Care, But for How Long?
by Brad Breeding, MyLifeSite, July 6, 2016

Bet you didn’t see that coming…
by Blaine Rollins, CFA , 361 Capital, June 27, 2016

What the Brexit vote means for you: 8 key questions
by Gail MarksJarvis, Chicago Tribune, June 24, 2016

Tax-Efficient Spending Strategies From Retirement Portfolios
by Michael Kitces, Kitces.com, June 22, 2016

Caution: Speed Bumps Ahead
by Joe Davis, Vanguard, May 5, 2016

Can a Move to a Retirement Community Make You Healthier?
by Brad Breeding, My LifeSite, March 25, 2016

Learning how to use creativity could give investors an advantage
by Ed McCarthy, CFA Institute Magazine, March 1, 2016

Why we Believe in Active and Passive -No Ifs or Buts
by Tom Rampulla, VanguardAdvisorsBlog, February 22, 2016

Schwab’s Sonders: Market Headed for ‘Non-Recession Bear’
by Janet Levaux, ThinkAdvisor, January 27, 2016

Retired, But Working
by Mark Miller, Wealth Management Magazine, January 19, 2016

El-Erian Says U.S. Economy Weak Though Not Headed For Recession
Bloomberg News, Financial Advisor Magazine, January 18, 2016

2016 resolution: Accept How Things Are, Rather Than How They Should Be
by Ross Levin, Star Tribune, December 26, 2015

The Chan-Zuckerberg Initiative and For-Profit Charity
by David H. Lenok, WealthManagement.com, December 2, 2015

Rights and Responsibilities: We should be encouraging ESG, not mocking it.
by Don Phillips, MorningstarAdvisor, December 1, 2015

How Clients Can Care For Two Parents At Once Without Going Broke
by Reuters, Financial Advisor, November 30, 2015

Space Travel, Robots and Your Clients’ Retirement
by Kenneth Silber, ThinkAdvisor, November 2, 2015

Advice After Stock Market Drop: Take Some Deep Breaths, and Don’t Do a Thing
by Ron Lieber, The New York Times, August 21, 2015

Investing with composure in volatile markets
by James C. Liu, J.P. Morgan Asset Management, August 1, 2015

DFA’s Disciplined Approach Earns It a Top Mark
by Alex Bryan, Morningstar Advisor, June 9, 2015

Deducting Financial Planning And Retainer Fees, And The (Tax) Problem With Bundled AUM Fees
by Michael Kitces, Kitces.com, May 20, 2015

Boomers’ biggest retirement regret: Not working longer
by Hal Bundrick, The Street, May 15, 2015

New Math for Retirees and the 4% Withdrawal Rule
by Tara Siegel Bernard, The New York Times, May 8, 2015

How To Raise Children To Be The Opposite Of Spoiled – Using Money To Teach Values
by Michael Kitces, Kitces.com, April 29, 2015

The Retirement Risks You Can’t Predict
by Elizabeth O'Brien, MarketWatch, November 22, 2014

The Ethical Will, an Ancient Concept, Is Revamped for the Tech Age
by Constance Gustke, The New York Times, October 31, 2014

Separating Risk Tolerance From Risk Capacity – Just Because You Can Afford To Take Risk Doesn’t Mean You Should
by Michael Kitces, Kitces.com, September 3, 2014

A Conversation with DFA’s David Booth
by Robert Huebscher, Advisor Perspectives, April 15, 2014

Gratitude Is the New Willpower
by David DeSteno, Harvard Business Review, HBR Blog Network, April 9, 2014

10 Big Estate Planning Mistakes of the Rich & Famous
by Dan Berman, ThinkAdvisor, March 13, 2014

7 Big Economic Predictions for Next 10 Years: Vanguard
by Melanie Waddell, ThinkAdvisor, January 16, 2014

Alpha, Beta, and Now…Gamma
by David Blanchett & Paul Kaplan, Morningstar Investment Management, December 20, 2013

Everything Is Amazing and Nobody Is Happy
by Morgan Housel, Fool.com, November 29, 2013

Deconstructing DFA’s Secret Sauce
by Gil Weinreich, ThinkAdvisor, November 4, 2013

Baby Boomers and Equity Returns: Will a boom in retirees lead to a bust in equity returns?
by Daniel W Wallick, Julieann Shanahan, Christos Tasopoulos, Vanguard, October 29, 2013

6 Ways Money Really Can Buy Happiness For Your Financial Planning Clients
Michael Kitces, Kitces.com, October 15, 2013

Avoiding the Interest Rate Freight Train with Individual Bonds
Stephen J. Huxley, Jeremy Fletcher, and Brent Burns, AdvisorPerspectives.com, July 2, 2013

Top Ten Benefits Of Financial Advisors, Besides Investment Returns
by Bob Seawright, Kitces.com, June 11, 2013

Advisor’s alpha
by Donald G Bennyhoff and Francis M Kinniry, Vanguard, April 22, 2013

How Much is Enough?
by Bill Bengan, Financial Advisor Magazine, May 1, 2012