XYPN Sets New Recruitment Record in 2024

Published on March 27, 2025

A record 456 advisors joined Michael Kitces and Alan Moore’s 11-year-old support network, evenly split between startups and those with an established book of business.

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Senate Majority Leader Pushes Estate Tax Repeal

March 27, 2025
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Tax Managed Investing: Deciding When to Realize Capital Gains

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For taxable investors with sizable gains in their brokerage accounts, the decision when to realize that capital gain is intensely personal—depending of course on individual circumstances, while also factoring in market return expectations and the prevailing tax structure.