Practical analysis for investment professionals
13 October 2012

Take 15: Key Trends and Issues for Financial Advisers (Video)

Michael Kitces, partner and director of research at Pinnacle Advisory Group, which oversees about $1 billion of client assets, discusses some of the key issues and trends for financial advisers, including the looming fiscal cliff, the potential for tax rates to rise significantly in the future, how to plan around tax increases, and whether the 4% safe withdrawal rate is still an appropriate rule of thumb.

This episode of the Take 15 Series was originally released on 19 September 2012.

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About the Author(s)
Lauren Foster

Lauren Foster is the former managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Previously, she worked as a freelance writer for Barron’s and the Financial Times. Prior to her freelance work, Foster spent nearly a decade on staff at the FT as a reporter and editor based in the New York bureau. Foster holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.

1 thought on “Take 15: Key Trends and Issues for Financial Advisers (Video)”

  1. Thanks for sharing the valuable video i will wait for the another one…

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