User profiles for Michael E. Kitces
Michael KitcesVerified email at kitces.com Cited by 386 |
What Makes Something an Alternative Asset Class, Anyway?
ME Kitces - Journal of Financial Planning, 2012 - search.ebscohost.com
The article discusses the definition of the alternative investment asset class. The author notes
that one method of assessing an alternative asset is the correlation of its risk and return …
that one method of assessing an alternative asset is the correlation of its risk and return …
[PDF][PDF] Improving risk-adjusted returns using market-valuation-based tactical asset allocation strategies
KR Solow, ME Kitces… - Journal of Financial …, 2011 - community.portfolio123.com
… Using this valuation data, we break returns into three historical valuation environments:
high P/E, middle P/E, and low P/E. We still assume for the time being that the historical …
high P/E, middle P/E, and low P/E. We still assume for the time being that the historical …
The Millennials Are Coming. Are We Ready?
ME Kitces - Journal of Financial Planning, 2005 - search.proquest.com
The Millennials, also known as" Generation Y" or" Echo-Boomers," are coming. This generation
of current youngsters, born from roughly 1981 through 2001, is just seeing its first and …
of current youngsters, born from roughly 1981 through 2001, is just seeing its first and …
Evaluating Financial Planning Strategies and Quantifying Their Economic Impact.
ME Kitces - Journal of Personal Finance, 2016 - search.ebscohost.com
… The Kitces Report and his blog “Nerd’s Eye View” through his website www.kitces.com. …
In addition, he is an active writer and speaker, and publishes The Kitces Report and his …
In addition, he is an active writer and speaker, and publishes The Kitces Report and his …
Understanding secular bear markets: Concerns and strategies for financial planners
KR Solow, ME Kitces - Journal of Financial Planning, 2006 - search.proquest.com
Six years of difficult markets have produced portfolio investment performance well below
that predicted by historical average market returns, and client financial plans may be …
that predicted by historical average market returns, and client financial plans may be …
[PDF][PDF] The future of financial planning in the digital age
ME Kitces - CFA Institute Conference Proceedings Quarterly, 2016 - northeastfloridafpa.org
–Both Perry and Carl can keep track of how Carl is proceeding towards his financial goals
on an ongoing basis, with continuous integrated data updates–Perry can also monitor how …
on an ongoing basis, with continuous integrated data updates–Perry can also monitor how …
More on Early Withdrawals and the Break-Even Frontier.
ME Kitces, AJ Prakash… - Journal of Financial …, 2003 - search.ebscohost.com
… Kitces raises some interesting questions by focusing on (another) special case of the
break-even frontier for early withdrawal from a taxdeferred account (TDA). In our original …
break-even frontier for early withdrawal from a taxdeferred account (TDA). In our original …
Why A QLAC in an IRA Is a Terrible Way to Defer the Required Minimum Distribution (RMD) Obligation.
ME Kitces - Journal of Personal Finance, 2017 - search.ebscohost.com
The longevity annuity has become increasingly popular in recent years as a potential new
vehicle for retirement income, as its ability to delay payments to an advanced age like 85 …
vehicle for retirement income, as its ability to delay payments to an advanced age like 85 …
Life-cycle earnings curves and safe savings rates
Analyses of savings rates needed for succcessful retirement rates (SSRs) typically assume
constant real earnings growth throughout one’s career. However, data on the life-cycle …
constant real earnings growth throughout one’s career. However, data on the life-cycle …
Creditor protection for retirement accounts: ERISA, the Supreme Court, and the bankruptcy act of 2005
ME Kitces - Journal of Financial Planning, 2005 - search.proquest.com
On Apr 20, 2005, Pres Bush signed the Bankruptcy Abuse Protection and Consumer
Protection Act of 2005 (BAPCPA), which will become effective on Oct 17, 2005. Although the …
Protection Act of 2005 (BAPCPA), which will become effective on Oct 17, 2005. Although the …