generic.png

John Kimelman

Recent articles
Karen Barr (Courtesy photo)
The Big Question
RIAs, the Biden White House, and IAA’s Expectations
John Kimelman
November 30, 2020
(Stefani Reynolds/Bloomberg)
Wealth Management
As Nation Gnashes Its Teeth, Advisors Breathe Sigh of Relief
John Kimelman
November 6, 2020
Joe Biden. (Stefani Reynolds/Bloomberg)
Investing
Predicting a Biden Win? Consider the Taxes, Locking in Gains on Stocks
John Kimelman
August 25, 2020
Elijah Nouvelage/Bloomberg
Investing
Trump, Biden, and What the Candidates Mean for Portfolios
John Kimelman
August 4, 2020
(Illustration by RIA Intel)
Practice Management
If You Suddenly Die, Your Clients Should Be Fine, Succession Plan or Not
John Kimelman
December 4, 2019
Elizabeth Warren speaks during a campaign event. (Jeenah Moon/Bloomberg)
Wealth Management
High Net Worth Clients Are ‘Deathly Afraid’ of a Warren Presidency. What Can RIAs Do?
John Kimelman
October 15, 2019