Michael Kitces

Optimal Rebalancing With Tolerance Bands


Research suggests it’s a superior method of rebalancing portfolios.

Human Capital And Asset Allocation


Should a client’s job dictate what’s in his or her investment portfolio?

Advisors Criticize Peer For Saying Millennials, Gen Xers Don't Need Advisors

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Advisors Michael Kitces and Alan Moore maintain the views of advisor Melody Juge illustrate a systemic problem in the financial advisory profession.