CIA In The News
2026
Mitchell Kraus was quoted in the April 22, 2026 ThinkAdvisor article, “How Clients Can Help Their Kids Buy a First Home Without Derailing Retirement.” In the piece, Mitchell discusses how parents can help children buy a first home without undermining their own long-term financial security.
2026
Mitchell Kraus, CFP®, founder of Capital Intelligence Associates, was quoted in Kiplinger the article, “Claim the ‘Founder’ Title After 55: Launch a Business Without Jeopardizing Your Retirement.” In the piece, Mitchell shares perspective on the financial and personal considerations involved in starting a business later in life.
His comments emphasize that while the retirement planning side can often be addressed, the bigger question is whether the new venture creates the meaning, structure, and fulfillment people want in their next chapter.
2026
Mitchell Kraus was quoted in Financial Planning in the March 16, 2026 article, “Policy changes scare clients — but they won't tell advisors,” by Elijah Nicholson-Messmer. Mitchell shared how asking clients “What feels heavy these days?” can uncover concerns that might otherwise go unspoken and lead to more practical, thoughtful planning conversations.
2026
Founder Mitchell Kraus was quoted in a Financial Planning article on vinyl record collections as investments, sharing perspective on how “hot trend” assets fit (or don’t fit) within a long-term plan, including considerations around pricing, liquidity, costs, and exit strategy. https://www.financial-planning.com/news/financial-advisors-on-vinyl-record-collections-as-investments
2026
We were quoted again—co-founder Mitchell Kraus shared why legacy planning works best when it’s more than money: wisdom transfers best through stories, families should define a “family purpose,” and a simple values statement can help capture what matters most in the article "Advisors are the new go-to source for estate planning — here's why."
2026
Mitchell Kraus was recently quoted in an article examining why many families avoid talking about inheritance — and how that silence can create confusion and conflict later on. In the piece, Mitchell emphasizes that inheritance is not just a financial transaction, but a communication issue, where clarity, context, and shared values play a critical role in long-term family outcomes. His insights highlight the importance of proactive conversations that help heirs understand not only what they may inherit, but why plans are structured the way they are. https://bit.ly/CIA-TalkingInheritence
2026
Mitchell Kraus was recently featured in VoyageLA as part of its Community Highlights series. In the interview, he discusses the origins of Capital Intelligence Associates, his career path in financial planning, and the firm’s focus on long-term relationships, legacy planning, and values-based decision-making. Read the full article here: https://bit.ly/CIA-Voyage
2026
Capital Intelligence Associates principal Mitchell Kraus was quoted in Kiplinger’s article, “The ‘Yes, And…’ Rule for Retirement,” which explores how the improvisational comedy mindset of saying “yes, and…” can offer practical insight into building adaptable, resilient retirement plans. The piece highlights the value of flexibility, curiosity, and continuous adjustment in both life and financial strategy, rather than viewing retirement as a fixed endpoint. Kraus’s contribution emphasizes how clients benefit from preparing for uncertainty and incorporating flexibility into their long-term planning. He loves being featured alongside cultural references ranging from Mark Twain to Tina Fey.
2026
Mitchell was quoted in the article “How to Prepare for the ‘Great Wealth Transfer’," which examines whether the projected trillions of dollars in the Great Wealth Transfer will actually move to the next generation. He emphasized the importance of a 90-day “decision-free” period after an inheritance, giving heirs time to process emotions and avoid rushed financial choices. Mitchell also highlighted the value of open and ongoing family discussions, noting that clear communication and shared expectations are central to effective legacy planning and long-term family alignment.
2026
Mitchell Kraus and Arthur Kraus were both quoted in Rethinking65 in the article “Could Hiring Your Child Prevent an Asset Exodus?” The piece looks at how involving the next generation in a family advisory practice can help strengthen relationships, improve continuity, and keep families aligned as wealth transitions from one generation to the next. Drawing on their experience working with multigenerational families at Capital Intelligence Associates, Mitchell and Arthur shared insights on why communication, trust, and shared values matter just as much as technical planning during the Great Wealth Transfer.
2026
A recent Investopedia article titled Warren Buffett Tells Parents to Let Kids See Their Will First and Understand Their Estate Plans — not after the fact. The article explores how transparency can reduce misunderstandings and help prevent family conflict down the road. Mitchell was quoted in the piece sharing that, in practice, most estate disputes stem not from poorly drafted documents, but from surprises and a lack of communication. When children understand the intent behind a plan — even if they don’t know exact numbers — they are far more likely to accept the outcome. Thoughtful, proactive conversations can set expectations, preserve relationships, and reinforce family values. For families where emotions run high, the article also notes that bringing in a neutral professional can help facilitate productive discussions.
2026
Mitchell Kraus was quoted in a Money article explaining how "It's Now Easier for Millions of Americans to Get a Tax Break for Donating to Charity" — even if they don’t itemize on their tax return. He clarified that to take advantage of the deduction, taxpayers must give cash to a qualified 501(c)(3) public charity (for example, churches or Habitat for Humanity) and keep solid documentation of donations — such as written acknowledgments and receipts — so they can substantiate their deduction with the IRS. His guidance underscores that while the tax break expands access for millions, tracking your giving has never been more important.
2025
Mitchell was featured in a recent Kiplinger Personal Finance piece — “How to Leave Different Amounts to Adult Children Without Causing a Rift.” The article explores how families can thoughtfully divide assets when circumstances (like prior support, financial need, or caregiving) lead to unequal inheritances. He emphasized the importance of documenting your wishes in a formal estate plan and having clear conversations with adult children about your reasoning — without needing to disclose specific dollar amounts — to prevent misunderstandings and preserve family relationships. He also highlighted that focusing on equity rather than strict equality helps families articulate intentions that reflect real-world needs while minimizing conflict after you’re gone.
2025
Mitchell Kraus was quoted in a recent Kiplinger article, “The Stoic Retirement: Ancient Wisdom for Today’s Biggest Life Transition,” which explores how Stoic philosophy can help individuals navigate retirement and other major life changes. Mitchell highlighted that denial is often one of the biggest obstacles in retirement planning, particularly around health, caregiving, and lifestyle shifts, and emphasized the importance of thoughtful, realistic preparation beyond just financial projections.
2025
Mitchell Kraus, CFP®, was quoted in a Morningstar / MarketWatch article titled “These Unexpected Money Moves Can Make Giving Your Grandkids Financial Help More Fun.” In the piece, Mitchell highlights the importance of balancing generosity with financial security and the lasting impact of sharing real-life money lessons with younger generations as part of thoughtful, values-based planning.
2025
Mitchell Kraus was quoted in Yahoo Finance in the article “7 End-of-Year Money Moves to Consider Now” discussing practical financial strategies for individuals as the year winds down. In the article, he shared: “The biggest item I’m discussing with my clients is that charitable contributions are probably worth more this year than next year, based on changes in the tax code. I’m encouraging clients to set up Donor Advised Funds. His comments highlight how thoughtful year-end giving can strengthen both tax efficiency and long-term philanthropic impact for multi-generational families.
2025
Mitchell was featured in a CNBC article discussing how families can more comfortably open conversations about inheritance and legacy planning. The piece highlights Mitchell’s perspective on including both parents and adult children in the dialogue to reduce uncertainty, strengthen relationships, and support multi-generational decision-making.
2025
Mitchell Kraus was recently featured in a MarketWatch article, “I’m about to become a grandparent. How can I set my grandchild up for financial success?” The piece highlights practical and thoughtful ways new grandparents can help the next generation build a strong financial foundation.
Read the full article ›
2025
Capital Intelligence Associates principal Mitchell Kraus was featured in Financial Planning magazine, discussing how wealth influences longevity and why holistic retirement planning must go beyond numbers to include health, mindset, and purpose. Read the full article ›
2025
Capital Intelligence Associates was the featured business in August's Buy Local Santa Monica's newsletter. Honored to be part of this community.
2025
Co-owner Mitchell Kraus, told MarketWatch among other quotes that “most Americans are not in a position to handle an emergency, get laid off or retire while maintaining their current lifestyle … in large coastal cities, the average American does not have enough to put a 20% down payment on a home, let alone create a retirement income off their savings.” He highlighted the gap between perceived and actual financial preparedness. Read more in the full MarketWatch story.
2025
Mitchell Kraus was mentioned in the Wall Street Journal’s article “5 Books to Help You Build a Bigger Nest Egg,” where he recommended The Good Life by Robert Waldinger and Marc Schulz. He noted that the book emphasizes the role of relationships in overall well-being, which he sees as a critical yet often overlooked aspect of financial planning. It's not only about Financial Wealth but how one uses it to find happiness, contentment and purpose.
2025
With eight industry designations, Mitchell Kraus thoughts were shared in Financial Planning Magazine's article "Certifications mean little to clients. Financial advisors want them anyway."
2025
Retirement happiness has much more to do with a sense of purpose and finding a community than health and wealth. Find quotes from our team in the article "Workers struggle with one big problem when they retire"here.
2025
Legacy planning is a core part of our firm. Bill Gates recently announced he is giving away most of his money over the next 20 years. Mitchell's comments on how Gates' decision could be used by others can be found here.
2025
10 years after winning the Grand Prize in Santa Monica Sustainable Quality Awards, we won an Excellence Award in Social Responsibility. The city's press release ishere. The awards page with all the 2025 winners ishere.
2025
Warren Buffett's advice on will preparation highlights the critical importance of having a well-structured estate plan. His emphasis on simplicity, clarity, and leaving a clear legacy resonates as a reminder for individuals to take control of their estate planning, ensuring their wishes are honored and minimizing complications for loved ones. Mitchell was quoted a couple of times. Read the full article, "Warren Buffett's Will Advice: Keep It Simple".
2025
While every client is different there are trends across generations. Barron's article features several insights from Mitchell on how different generations support their children. "Why Gen Xers and Millennials Are Giving More Money to Their Kids Than Baby Boomers"
2025
"How advisors are using podcasts to educate, engage and win clients" discusses ways different financial advisors use podcasts. Mitchell's Giving Intelligence Podcast was mentioned.
2025
In the recovery from the local Palisades and Eaton fires, Mitchell was featured in the Financial Advisor article "Advisors Scrambling To Reach, Counsel Clients Impacted By L.A. Wildfires."
2024
Financial Planning included some earlier quotes from Mitchell in their "3 things we learned about estate planning in 2024" year-end summary.
2024
Mitchell was a guest on The Purpose Driven Advisor podcast. He discusses his passion for working with his clients to help the people and causes they love and assist them in living an amazing life of significance. The episode can be found here. All episodes of the podcast can be found at: Mitchell Kraus: Aligning Wealt - The Purpose Focused Advisor - Apple Podcasts
2024
As Chartered Advisors in Philanthropy a lot of our work is helping our clients give money away on a tax-favored basis. Look for our quote in "‘Everyone wins except the IRS' with this legal charitable donation strategy, advisor says".
2024
The second or two Giving Tuesday quotes. "How advisors can take part in Giving Tuesday."
2024
Wealth is not just about those who have it, but for our clients its about using it to help the people they love and the causes they care most about. Mitchell gives his opinion on the importance of working with clients' children in Great Wealth Transfer is 'utterly preposterous': Kitces
2024
We have always felt it is important to give back to our community. So honored to be included in this Financial Planning article about advisors giving back. "Financial advisors find fulfillment in pro bono planning work | Financial Planning (financial-planning.com)"
2024
Look for a quote from us in the story that ran in both places: "Some People Expect More Than $1 Million In Inheritance. Are You One Of Them?" "Many Americans Expecting Million-Dollar Inheritances (msn.com)"
2024
Proper estate planning can not only make sure your wishes are fulfilled but also save your heirs countless hours and dollars. Look for us in the article "A Quarter of Advisors Don't Have Their Own Estate Plan."
2024
Mitchell is quoted in their article "Why clients would rather talk politics than money with their kids."
2024
Mitchell was featured in five article updates on Investopedia
- A Primer on Philanthropic Vehicles - A Primer on Philanthropic Vehicles (investopedia.com)
- Advisors Need to Bring Children into the Conversation - Advisors Need to Bring Children Into the Conversation (investopedia.com)
- How To Talk With Your Clients About ESG Investing - How To Talk With Your Clients About ESG Investing (investopedia.com)
- Preparing Clients for a Successful Wealth Transfer - Preparing Clients for a Successful Wealth Transfer (investopedia.com)
- Transition Planning: Including the Whole Family - Transition Planning: Include the Whole Family (investopedia.com)
2024
In their Ask An Advisor series, an advisor was asking what to do when clients have different views on what investments should be in their portfolio because they view Socially Responsible Investing differently. You can see Mitchell's responsehere.
2024
Most people don't plan to fail, but fail to plan. Mitchell is quoted three times in the Financial Planning article "What advisors (and their clients) can learn from celebrity estate debacles"
2024
Mitchell was asked for his Expert Insight in "What Is a Donor-Advised Fund"
2024
The WSJ came out with theirannual summer reading list"for great reads to make you richer in knowledge (and perhaps wealth)." Mitchell's recommendation of Morgan Housel's "The Psychology of Money" was featured.
2024
There are many lessons that the middle-class Americans can learn from the wealthy. Look for many quotes from us in the article "5 Middle-Class Lessons From How Wealthy People Manage Money"
2024
Mitchell's Giving Intelligence Podcast was a feature article in TreePeople's Seedling News Spring 2024 edition.
2024
Mitchell gives many suggestions for proper estate planning for pets in "Few Americans put their pets in their wills. Here's why they should"
2024
Most Americans have not saved enough for retirement, and more and more are still working into their 70's. Mitchell was interviewed by CNN Newsource piece "Americans Face Retirement Savings Cliff," which appeared on dozens of stations around the country.
2024
Effective giving involves two parts - giving to the right causes and giving the right way. Mitchell gave the Expert Advice in the article "How to Plan Charitable Donations & Their Benefit"
2024
Most Americans think they can go to an attorney, get some documents written up and their estate planning is done. There is so much more, including making sure your heirs are ready to inherit your wealth. Look for some Capital Intelligence quotes in "Most Americans not at all ready for the Great Wealth Transfer"
2024
Wealth has increased in most households since the start of the pandemic. But that does not mean that individuals in those households are sleeping better at night. This is especially true for younger people. I shared some of my thoughts in this Financial Advisor article. "Increasing Wealth Not Calming Young Investors, Advisors Say"
2024
For Healthy Heart Month the Investment News reached out to several advisors to discuss what they do and recommend for their clients to keep their heart healthy. Mitchell discusses some of his top recommendations. "How Advisors Are Maintaining A Healthy Heart."
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2024
Current technology is predicted to increase lifespan and healthspan of most Americans. Mitchell shares his thoughts in "Millennial Money: The 4 longevity questions you should ask your financial planner"
2024
Talking to your children is often a very difficult subject, but is usually the best way for them to learn as studies have shown that most financial literacy programs do not have strong long-term success rates. Mitchell talks about the importance of money conversations in families. "Teacher Tells Parents Their Financial Talk With Daughter Is Very Inappropriate"
2023
Retirement isn't only about having enough money to quit working. Planned properly, it can be a wonderful time. But, many people who retire to nothing end up being unhappier than when they work working. You can see our thoughts in "Planning to retire in 2024? Do this one thing now."
2023
It's a fine line between helping your adult children in a very difficult financial climate and potentially keeping them from launching. Helping them can help you in the long-run or can take away funds that will be needed to retire. While a little out of context, you can find Mitchell's quote in "Parents Are Risking Their Retirements to Support Adult Children."
2023
Both of us are Chartered Advisors in Philanthropy. While donating by writing a check/credit card is usually the easiest and often overlooked method to donate credit card points. We provided some tips in "How to Donate Your Credit Card Rewards to Charity"
2023
Helping a loved one buy their first home can be a win-win if structured properly. Mitchell discusses some of the reasons it works and some words of warning. "Here's the right way to lend or gift money to help your loved one buy a home"
2023
For Giving Tuesday, CNBC ran the article "4 ways to maximize your tax break for charitable donations on Giving Tuesday, according to experts." Look for us at the end (although we discussed all the ways with the reporter.)
2023
Careful consideration is needed when giving between generations. It can create generational wealth, but also has the power to cause unnecessary headaches. Mitchell discusses some of these issues in "10 Answers to Money Questions From Your Grandchildren."
2023
As a Gen-Xer, Mitchell is familiar personally, professionally and talking to friends about the being part of the current Sandwich Generation. He was quoted in several places in "A Quarter Of Americans Belong To The 'Sandwich Generation,' Paying For Both Parents and Children. "
2023
With interest rates up, there are many more options on what to do with excess cash and a little research can create larger results than any time in the past decade+. Mitchell was interviewed by the Investment News and one of his potential suggestions was quoted in "Advisors finally being forced to reckon with client cash."
2023
We believe in always learning to help serve our clients. Mitchell was recently quoted in an Investment News article about the importance of different designations. "You and your acronyms: Will a new designation join a long list of financial advisor titles?"
2023
Our May Flash Report newsletter was on Grey Divorce. We sent the reporter a copy that they used in "6 tips for advisors to help clients plan around grey divorce."
2023
This summer will be 30 years working Mitchell as worked as a financial advisor. He was recently quoted in the piece "Some financial advisors are disillusioned with 'making the rich richer.' Here's 4 ways to pursue more fulfilling work." and discussed working with the right clients.
2023
Right after sending out our monthly Flash Report on Grey Divorce a reporter inquired about insurance and divorce. "5 insurance moves to make if you're getting divorced in your 50s" goes deeper into the insurance issues.
2023
The OC Register ran a piece this weekend on pending California legislation to divest from Fossil Fuels. Mitchell was quoted several times in "Californians step up efforts to halt fossil fuel investments."
2023
"Survey says: ESG investors who cite ethics still expect returns" recently discussed a survey of 20,000 investors and their thoughts on ESG. Look for Mitchell to be quoted in the piece.
2023
With today's high interest rates and home prices not droppng much it's been difficult for many to buy their first house. Mitchell is quoted in the Kiplinger's article "How to Help Your Children Buy a Home"
2023
With so much controversy around ESG investing right now, Investment News reached out to some advisors, including Mitchell in their piece, "ESG in advisors' own words."
2023
MoneyGeek recently ran stories on theDefinitive Guide to Setting Up a Will andComplete Guide to Creating a Trust and asked for Mitchell's insight and comments. Good starting point on why these documents are important and planning concepts to consider.
2023
Secure Act 2.0 has changed the rules for retirement planning. While most of the updates are regarding retirement plans, there is a key provision for 529 college savings plans. Mitchell discusses how the plans can be used to help students get a head-start in saving for college.
2023
Many Americans are worried about their parents' plans in retirement in addition to their own financial needs. Look for our quotes in "Don't start a retirement conversation with your parents like this - and do this instead."
2023
Look for Mitchell on slide 8 of the "14 Things Clients Don't Get About Taxes"
2023
Starting the year off with "5 planning topics to bring up with clients in 2023." Mitchell is quoted in the last topic - Taxes, Taxes, Taxes... making sure that individuals pay the least amount of taxes they're legally obligated to pay.
2022
Mitchell was just featured in this article about better ways to leverage your charitable giving. Two of the ‘best’ ways to donate to maximize your tax deduction for charitable gifts, according to financial advisors.
2022
Estate Planning for a lot of families is a lot more difficult than just deciding to leave everything to heirs equally. Human nature tends to get in the way and a lifetime of family emotional baggage can create strife in even the healthiest families.
We gave many insights into what can go wrong and ways to get to come to peaceful solutions for this article. When it comes to estate planning ‘you have to get to the core emotional issues’
2022
With 2022 coming to a close, AARP is looking to get their members ready for the new year with "10 Smartest Money Moves for 2023" . Mitchell discusses charitable giving in move #2.
2022
Giving Tuesday is next week. Mitchell was quoted in "Here's how to score a charitable tax break on Giving Tuesday." For more ideas, contact us and we'll send you our white paper on the subject.
2022
A few advisors were asked their thoughts about Family conflicts over money. Mitchell was one of the five chosen to discuss a client situation in "How 5 Advisors Helped Clients Resolve Family Conflicts Over Money: Advisors' Advice"
2022
"These are the best ways to give to charity for the 'vast majority of people.' Here's how to pick the most tax-efficient strategy." This CNBC article has a couple of good points and mentions Mitchell's advice. Mitchell also has a white paper if you are looking for other ideas.
2022
There are countless resources to help raise children to adulthood including books, classes and articles. There are many less for what to do when children reach 18. Mitchell was quoted in the article "There Is No Road Map for the Longest Phase of Parenthood."
2022
While ESG investing isn't right for everyone, we work with our clients to figure out if it's right for them. Investment New recently talked to us about why it's important for clients to have these conversations. "Advisors who ignore ESG do so at their own r-i-s-k."
2022
ESG/Socially responsible investing is ideal for many clients, but of no interest to others. This article which quotes Mitchell talks about how many advisors balance the clients' desires and how to make sure they know that we work for them and create portfolios to reach their goals and not ours. "How Advisors Weave Socially Responsible Messaging Into Their Brand"
2022
Part of Legacy Planning is multi-generational wealth management. A little planning can help money last generations. Look for CIA being quoted in GoBankingRates' article "How To Maintain Your Family's Generational Wealth."
2021
At the end of the year many clients are looking to make donations and get a tax break on their taxes while they can. Mitchell is quoted in "Consider these assets for the biggest year-end charitable tax break."
2021
The Wall Street Journal's article "'Climate Funds': Who's Driving the Increased Demand" has quotes from Mitchell throughout.
2021
MoneyGeek just ran their Eco-Friendly Guide to Finance and Savings. The article is full of tips for living a greener life and has several articles about matching your values to your investments. You can find Mitchell towards the end under Experts Discuss Green Finance.
2021
Many advisors and clients look at ESG investing through different lenses. A great summary of some recent polling can be found in the article, "Financial advisors hone their focus on ESG Strategies.". The truth is that matching your values to your investments isn't as easy as picking a fund that says it's "green" or "ESG."
2021
As a Chartered Special Needs Consultant®, Mitchell is often working with clients who have unique planning needs. A pretty comprehensive look at some planning techniques can be found in "Steps to Creating a Plan for Your Child With Special Needs."
2021
Many clients are looking to create a vehicle to give to their favorite causes over their lifetime and perhaps the lifetimes of future generations. Look for Capital Intelligence quotes in CNBC's article "Private foundation, donor-advised fund or both: Here are tips for deciding what makes sense for your charitable dollars."
2021
AARP ran a feature story titled "What You Need to Know About Climate Change", subtitled How it's already affecting your health, home and safety - and what you can do about it. It is a very comprehensive article about how your life might change. You can find Mitchell mentioned under the "Your Finances" section.
2021
In time for Father's Day, Go BankingRates published "The Best Financial Advice from 7 Real Dads." You can find Mitchell featured in the last part "Learn To Save Your Money."
2021
One of our passions is helping the next generation learn to give back and make a difference in the world. We're fortunate to be quoted in the article "5 Ways to Teach Kids about Charity and Giving Back."
2021
Much of Legacy Planning is helping clients align their values and their investments. Mitchell, along with several other advisors, discussed how they help their clients do this in AdvisorNews "Advisors Are Helping Clients Go Greener."
2021
Mitchell was quoted throughout the thinktank's report titled "WHY ARE GEN ALPHAS BECOMING CREATIVE ENTREPRENEURS?"
2021
Moneygeek has a series of articles about how to start investing. They took excerpts of an interview with Mitchell to publish "Financial Expert Advice: Savings and Investing."
2021
"Fun Ways to Teach Kids About Money" Subtitled: "Teaching kids about money, including how to save and spend wisely, can set them up for long-term success." Mitchell was quoted throughout the article on tips to help your kids learn lessons about money.
2021
Mitchell was asked to contribute to the piece How to Deal With Greedy Family Members After a Death. The contributors are from all sorts of different professions including attorneys, psychologists and even a funeral home director. The different points of view make a well rounded piece. Look for our contribution about 1/2 way down.
2021
Mitchell was interviewed by Jane Gardner of Finding your Purpose TV. The discussion was about using ones values in the financial planning and wealth management process. The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
2020
Mitchell and Art were both mentioned in the Money.com (formerly Money Magazine) article "5 Financial Gifts That Will Teach Kids and Young Adults About Money" While not meant as investment advice, the whole article is full of great tips on helping your kids to learn about money during the holiday season.
2020
"’Tis the season of giving. Here’s what to do before making a charitable donation" discusses both how to research charities and ways to give before year end. Mitchell is quoted on the bottom half of the article.
2020
In their Impact Investing series, Mitchell was quoted throughout the article "How advisors figure out which ESG funds are a good fit for socially conscious clients and their portfolios." I think the main point is that "Investing sustainably is a personal experience, and there are multiple strategies under the sustainable-investing umbrella."
2020
Many people do not know that 5G is not only faster, but it is far more energy efficient. S&P goes over the advantages of 5G technology and how it's helping many telecom companies claim they're getting closer to Carbon Neutral. Towards the end of the article Mitchell is quoted as talking about how Corporate America is moving towards sustainability. (although they misspelled Kraus). You can view it at "New tech, 5G push US telcos toward carbon neutral future."
2020
In their Bloomberg Wealth section and article entitled "Feuding Over Election Could Prove Costly For Rich U.S. Families." The discussion talks about how important good communication is for estate planning and Mitchell is quoted talking about how the current environment is disrupting that communication. While the article focuses on the ultra high net worth the principals apply to any family.
2020
I guess they liked what Mitchell had to say last month. This month's story was "15 Big Estate Planning Mistakes Clients Make: Advisor's Advice." You can look for him on the 8th slide along with 15 other good pieces of advice throughout the piece.
2020
ThinkAdvisor ran a story on financial planners who were not business majors and how their major in college shaped their financial planning career. You can find information about Mitchell's Psychology major (but not his Urban Studies major) in the slideshow "Advisor's Advice: You Don't Have to Major in Business to Be a Financial Planner."
2020
The IRS is slowly but surely issuing final regulations on the CARES act. Most tax laws are open to interpretation and the IRS often finalizes certain things after the law is passed. The IRS recently published the final rules on RMDs that happened before the CARES act was passed. Mitchell was quoted on what that can mean to clients in Dhara Singh's article "IRS extends deadline for retirees to undo required distributions."
2020
Earlier this year BlackRock announced they were looking at all future investments through a climate change lens. With Covid-19 things have gotten a little trickier. Mitchell is quoted in Bloomberg News Networks article "BlackRock's Green Dreams Got Complicated Fast."
2020
Mitchell was recently featured in Bloomberg's article entitled "Your Emergency Financial Planning Guide, Pandemic Edition."
2020
While I always thought Cynthia would appear in Architectural Digest before me, they recently ran a story "How to Keep Corornavirus From Bankrupting Your Business" where Mitchell was quoted a couple of times about how to get funding to keep your business open in these hard times.
2020
With the Coronavirus fears and many individuals fear of being close to others, the Investment News ran an article "Advisers prepare to work remotely, but worry about losing ‘human’ relationship." Mitchell is quoted several times about our work to make sure we can work remotely if needed.
2020
Arthur was one of several long-time advisors who gave advice on how to pick an advisor in Advisors Magazine article entitled "Do You Really Understand Your Financial Advisor?" His emphasis was on the importance of financial literacy.
2019
Redfin just published "11 Expert Tips to Help You Save for Your Down Payment." The number one tip was by Mitchell... "Like anything in life, upfront pain leads to long-term gain. You can’t lose 20 pounds in a day and you can’t save for a down payment overnight. Slow and steady savings and doing without at times will get you to your goal faster."
2019
On page 7 of the October issue, Mitchell was featured n the article "Giving Back to the Community" for his pro bono work that he does at WISE & Healthy Aging.
2019
Mitchell was quoted a couple of times in their article titled "What you need to know before you put your money in 'do good' investments". The article is a good primer for those are thinking about ESG/SRI investing and want to know some basics.**
2019
Mitchell was quoted about the current IPO craze in Financial Planning Magazine's article "What to do when you client is IPO crazy."
2019
Mitchell was featured in two articles about ESG investing. The cover article "ESG options scarce in 401(k) plans" discusses why ESG funds are rare in 401(k) Plans and some things employers and advisors can do to change that. The second "Lipper plans ESG scoring system for mutual funds" discusses the increased appeal of sustainable investing and the plusses and minuses of ESG scoring systems.**
2018
"DOING GOOD: HOW ADVISORS ARE GIVING BACK THIS HOLIDAY SEASON" in AdvisorNews featured a few advisors on how they give back to the community. Mitchell was feature for his Pro Bono work locally at Wise & Healthy Aging.
2018
We were quoted in On Wall Street, a publication for financial professionals, on the reasons why an advisor should help their clients give away their money. "HELP CLIENTS GIVE AWAY MORE OF THEIR MONEY. YES, REALLY."
2018
Mitchell was quoted in the Reuters column picked up by U.S. News titled "WHAT A BEAR MARKET MEANS FOR RETIREMENT SAVINGS." Remember that it isn't the total return that matters at retirement as much as the sequence of returns.
2018
Mitchell was quoted along with a couple of attorneys and therapists in the article "SUDDEN DEATHS LIKE THOSE OF KATE SPADE AND ANTHONY BOURDAIN CAN DEVASTATE FAMILY FINANCES." Remember to plan for the expected but to be prepared for the unexpected.
2018
In "AFTER A DEVASTATING LOSS, AN ADVISER LEARNS TO COMFORT GRIEVING CLIENTS" Mitchell discusses how the loss of his 2nd son, Nicholas, has effected his planning practice.
2018
"MERRILL LYNCH, RBC FAS REVEAL THEIR GAME-CHANGING CLIENT MOVES" is an industry oriented piece talking how a bunch of large investment firms are training their clients to work with clients before the markets turn south. The end of the piece includes a couple of advisors, including Mitchell who have been doing this work for a while.
2018
Reuters published Your Money: "YOU CAN DO BETTER FINANCIALLY BY DOING GOOD." Mitchell is featured talking about how by doing the right thing it has helped him build his business.
2018 - The Investment News had a story on investments and gun violence after the shooting at Marjory Stoneman Douglas High School that featured Mitchell. GUN VIOLENCE HITS INVESTMENT STRATEGIES, SPARKS POLITICAL DEBATES WITH ADVISERS
2018 - The Investment News ran a piece entitled "IS ESG INVESTING GOING MAINSTREAM?" which CIA is mentioned towards the bottom.
2018 - WISE & Healthy Aging took out a full page ad in the Santa Monica Mirror "Saluting Our January Community Heroes!". His work with the local Rotary Club and monthly pro-bono work for W&HA was the reason they stated.
2018 - Mitchell was one of the planners featured in Financial Advisor Magazine's "CHILDREN FORM FINANCIAL BEHAVIORS BY 7".
2018 - Arthur and Mitchell are proud once again to be named 2018 LOS ANGELES FIVE STAR WEALTH MANAGERS.* Please click on the link to find out more about the award.
2017 - Mitchell was one of many planners to answer a GantNews (CNN) readers question on "HOW CAN I BALANCE MY FINANCES?"
2017 - Reuters just published a story "NEW U.S. TAX LAW COULD CURB CHARITABLE DONATIONS." Mitchell was quoted in several places about the effects on charity if the law passes.
2017 - Time Magazine's "Stock-Market Highs Pose Vexing Questions for the Soon-to-Be Retired" mentions us along with a couple of professors from The American College of Financial Services. (For those of you who get the hard copy, look for us on page 28 of the September 25th Issue).
2017 - Mitchell was asked to write a piece for Financial IQ on Risk Aversion. He uses his psychology degree from the University of Pennsylvania in "LEARN TO PLAY PSYCHOLOGIST AROUND LOSS AVERSION"
2017 - Look for us in the CNBC article "DECIDING WHAT TO DO WITH AN INHERITED HOUSE"
2017 - CIA was honored by the mayor of Santa Monica for their SANTA MONICA GREEN BUSINESS CERTIFICATION PROGRAM 10TH ANNIVERSARY CELEBRATION.
2017 - This year we were one of four local businesses featured in the Santa Monica Sustainable Quality Awards INTRODUCTION VIDEO. If you have a few extra minutes, we also got the original DIRECTORS CUT that was produced before being edited for time.
2017 - The article "PARENTS OF THE BRIDE ARE STILL GETTING STUCK WITH THE MAJORITY OF WEDDING COSTS" has many quotes from Mitchell regarding saving for a wedding.
2017 - CNBC had Mitchell featured in their article "UP ON TRUMP OR IN THE DUMPS, DON'T INVEST EMOTIONALLY."
2017 - Marketwatch.com's "AMERICA’S TRILLION-DOLLAR WEALTH TRANSFER: HOW TO PREVENT A GENERATION OF ENTITLEMENT" mentioned Capital Intelligence a couple of times.
2017 - Mitchell was quoted in an article about the ESG/SRI Parnassus Fund in Bloomberg: "STOCK-PICKING CHAMP IS A DO-GOODER WHO DOESN'T OVERDO IDEALISM"
2017 - Capital Intelligence Associates was the member highlight for the March 9th edition of the Santa Monica Chamber Newsletter.
2017 - Capital Intelligence Associates was featured in the Green Business Spotlight for Sustainable Santa Monica. To read the full article, look at the March 1, 2017 entry to our BLOG.
2016 - Mitchell was quoted in the article Money Magazine Article "FINANCIAL ADVISORS ARE TELLING INVESTORS TO CHILL"
2016 - FINANCIAL ADVISOR IQ ran a piece on the future of planning/investment firms quoting Mitchell.
2016 - Financial Planning Magazine ran a piece about multigenerational financial planning teams. Look for us about half way through: DON'T CALL ME MOM: WHEN ADVISORS JOIN A PARENT'S FIRM
2015 - We are featured in the Financial Times article "WANT A MONEY-SMART KID? THESE GAMES TEACH THE BASICS"
2015 - MITCHELL HAD SEVERAL QUOTES IN ARTICLE "RICH INVESTORS VALUE PROTECTING WEALTH OVER HIGH RETURNS"
2015 - CNBC STORY ON BORROWING BETWEEN FAMILY MEMBERS FEATURING DONALD TRUMP AND MITCHELL'S QUOTE
2015 - MITCHELL QUOTED ON CNBC.COM REGARDING CHARITABLE GIVING AND SCAMS
2015 - MITCHELL QUOTED IN BLOOMBERG ARTICLE ABOUT HAVING KIDS LATE IN LIFE
2015 - CIA WINS GRAND PRIZE IN SANTA MONICA SUSTAINABLE QUALITY AWARDS
2015 - MITCHELL FEATURED IN AN ARTICLE ON CNBC ON BOOMER'S INHERITANCES
2015 - CIA NAMED A FINALIST IN THE SANTA MONICA SUSTAINABLE QUALITY AWARDS
2014 - ARTICLE BY MITCHELL IN THE WEALTH CHANNEL MAGAZINE
2014 - ART AND MITCHELL NAMED LOS ANGELES 5 STAR WEALTH MANAGERS*
2013 - ART FEATURED IN THE SANTA MONICA MIRROR
2013 - CAPITAL INTELLIGENCE ASSOCIATES RECOGNIZED AS A SANTA MONICA GREEN BUSINESS
2013 - ARTICLE IN RAND NEWSLETTER ABOUT ART
2013 - ARTICLE BY MITCHELL IN THE LA CHAPTER OF THE US GREEN BUILDING COUNCIL NEWSLETTER
* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015, 2016, 2017, 2018 Five Star Wealth Managers.
**Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) / Biblically Responsible Investing (BRI) investing / Faith Driven Investing (FRI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller
ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.
Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective.
2025
Legacy planning is a core part of our firm. Bill Gates recently announced he is giving away most of his money over the next 20 years. Mitchell's comments on how Gates' decision could be used by others can be found here.
2025
10 years after winning the Grand Prize in Santa Monica Sustainable Quality Awards, we won an Excellence Award in Social Responsibility. The city's press release ishere. The awards page with all the 2025 winners ishere.
2025
Warren Buffett's advice on will preparation highlights the critical importance of having a well-structured estate plan. His emphasis on simplicity, clarity, and leaving a clear legacy resonates as a reminder for individuals to take control of their estate planning, ensuring their wishes are honored and minimizing complications for loved ones. Mitchell was quoted a couple of times. Read the full article, "Warren Buffett's Will Advice: Keep It Simple".
2025
While every client is different there are trends across generations. Barron's article features several insights from Mitchell on how different generations support their children. "Why Gen Xers and Millennials Are Giving More Money to Their Kids Than Baby Boomers"
2025
"How advisors are using podcasts to educate, engage and win clients" discusses ways different financial advisors use podcasts. Mitchell's Giving Intelligence Podcast was mentioned.
2025
In the recovery from the local Palisades and Eaton fires, Mitchell was featured in the Financial Advisor article "Advisors Scrambling To Reach, Counsel Clients Impacted By L.A. Wildfires."
2024
Financial Planning included some earlier quotes from Mitchell in their "3 things we learned about estate planning in 2024" year-end summary.
2024
Mitchell was a guest on The Purpose Driven Advisor podcast. He discusses his passion for working with his clients to help the people and causes they love and assist them in living an amazing life of significance. The episode can be found here. All episodes of the podcast can be found at: Mitchell Kraus: Aligning Wealt - The Purpose Focused Advisor - Apple Podcasts
2024
As Chartered Advisors in Philanthropy a lot of our work is helping our clients give money away on a tax-favored basis. Look for our quote in "‘Everyone wins except the IRS' with this legal charitable donation strategy, advisor says".
2024
The second or two Giving Tuesday quotes. "How advisors can take part in Giving Tuesday."
2024
Wealth is not just about those who have it, but for our clients its about using it to help the people they love and the causes they care most about. Mitchell gives his opinion on the importance of working with clients' children in Great Wealth Transfer is 'utterly preposterous': Kitces
2024
We have always felt it is important to give back to our community. So honored to be included in this Financial Planning article about advisors giving back. "Financial advisors find fulfillment in pro bono planning work | Financial Planning (financial-planning.com)"
2024
Look for a quote from us in the story that ran in both places: "Some People Expect More Than $1 Million In Inheritance. Are You One Of Them?" "Many Americans Expecting Million-Dollar Inheritances (msn.com)"
2024
Proper estate planning can not only make sure your wishes are fulfilled but also save your heirs countless hours and dollars. Look for us in the article "A Quarter of Advisors Don't Have Their Own Estate Plan."
2024
Mitchell is quoted in their article "Why clients would rather talk politics than money with their kids."
2024
Mitchell was featured in five article updates on Investopedia
- A Primer on Philanthropic Vehicles - A Primer on Philanthropic Vehicles (investopedia.com)
- Advisors Need to Bring Children into the Conversation - Advisors Need to Bring Children Into the Conversation (investopedia.com)
- How To Talk With Your Clients About ESG Investing - How To Talk With Your Clients About ESG Investing (investopedia.com)
- Preparing Clients for a Successful Wealth Transfer - Preparing Clients for a Successful Wealth Transfer (investopedia.com)
- Transition Planning: Including the Whole Family - Transition Planning: Include the Whole Family (investopedia.com)
2024
In their Ask An Advisor series, an advisor was asking what to do when clients have different views on what investments should be in their portfolio because they view Socially Responsible Investing differently. You can see Mitchell's responsehere.
2024
Most people don't plan to fail, but fail to plan. Mitchell is quoted three times in the Financial Planning article "What advisors (and their clients) can learn from celebrity estate debacles"
2024
Mitchell was asked for his Expert Insight in "What Is a Donor-Advised Fund"
2024
The WSJ came out with theirannual summer reading list"for great reads to make you richer in knowledge (and perhaps wealth)." Mitchell's recommendation of Morgan Housel's "The Psychology of Money" was featured.
2024
There are many lessons that the middle-class Americans can learn from the wealthy. Look for many quotes from us in the article "5 Middle-Class Lessons From How Wealthy People Manage Money"
2024
Mitchell's Giving Intelligence Podcast was a feature article in TreePeople's Seedling News Spring 2024 edition.
2024
Mitchell gives many suggestions for proper estate planning for pets in "Few Americans put their pets in their wills. Here's why they should"
2024
Most Americans have not saved enough for retirement, and more and more are still working into their 70's. Mitchell was interviewed by CNN Newsource piece "Americans Face Retirement Savings Cliff," which appeared on dozens of stations around the country.
2024
Effective giving involves two parts - giving to the right causes and giving the right way. Mitchell gave the Expert Advice in the article "How to Plan Charitable Donations & Their Benefit"
2024
Most Americans think they can go to an attorney, get some documents written up and their estate planning is done. There is so much more, including making sure your heirs are ready to inherit your wealth. Look for some Capital Intelligence quotes in "Most Americans not at all ready for the Great Wealth Transfer"
2024
Wealth has increased in most households since the start of the pandemic. But that does not mean that individuals in those households are sleeping better at night. This is especially true for younger people. I shared some of my thoughts in this Financial Advisor article. "Increasing Wealth Not Calming Young Investors, Advisors Say"
2024
For Healthy Heart Month the Investment News reached out to several advisors to discuss what they do and recommend for their clients to keep their heart healthy. Mitchell discusses some of his top recommendations. "How Advisors Are Maintaining A Healthy Heart."
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2024
Current technology is predicted to increase lifespan and healthspan of most Americans. Mitchell shares his thoughts in "Millennial Money: The 4 longevity questions you should ask your financial planner"
2024
Talking to your children is often a very difficult subject, but is usually the best way for them to learn as studies have shown that most financial literacy programs do not have strong long-term success rates. Mitchell talks about the importance of money conversations in families. "Teacher Tells Parents Their Financial Talk With Daughter Is Very Inappropriate"
2023
Retirement isn't only about having enough money to quit working. Planned properly, it can be a wonderful time. But, many people who retire to nothing end up being unhappier than when they work working. You can see our thoughts in "Planning to retire in 2024? Do this one thing now."
2023
It's a fine line between helping your adult children in a very difficult financial climate and potentially keeping them from launching. Helping them can help you in the long-run or can take away funds that will be needed to retire. While a little out of context, you can find Mitchell's quote in "Parents Are Risking Their Retirements to Support Adult Children."
2023
Both of us are Chartered Advisors in Philanthropy. While donating by writing a check/credit card is usually the easiest and often overlooked method to donate credit card points. We provided some tips in "How to Donate Your Credit Card Rewards to Charity"
2023
Helping a loved one buy their first home can be a win-win if structured properly. Mitchell discusses some of the reasons it works and some words of warning. "Here's the right way to lend or gift money to help your loved one buy a home"
2023
For Giving Tuesday, CNBC ran the article "4 ways to maximize your tax break for charitable donations on Giving Tuesday, according to experts." Look for us at the end (although we discussed all the ways with the reporter.)
2023
Careful consideration is needed when giving between generations. It can create generational wealth, but also has the power to cause unnecessary headaches. Mitchell discusses some of these issues in "10 Answers to Money Questions From Your Grandchildren."
2023
As a Gen-Xer, Mitchell is familiar personally, professionally and talking to friends about the being part of the current Sandwich Generation. He was quoted in several places in "A Quarter Of Americans Belong To The 'Sandwich Generation,' Paying For Both Parents and Children. "
2023
With interest rates up, there are many more options on what to do with excess cash and a little research can create larger results than any time in the past decade+. Mitchell was interviewed by the Investment News and one of his potential suggestions was quoted in "Advisors finally being forced to reckon with client cash."
2023
We believe in always learning to help serve our clients. Mitchell was recently quoted in an Investment News article about the importance of different designations. "You and your acronyms: Will a new designation join a long list of financial advisor titles?"
2023
Our May Flash Report newsletter was on Grey Divorce. We sent the reporter a copy that they used in "6 tips for advisors to help clients plan around grey divorce."
2023
This summer will be 30 years working Mitchell as worked as a financial advisor. He was recently quoted in the piece "Some financial advisors are disillusioned with 'making the rich richer.' Here's 4 ways to pursue more fulfilling work." and discussed working with the right clients.
2023
Right after sending out our monthly Flash Report on Grey Divorce a reporter inquired about insurance and divorce. "5 insurance moves to make if you're getting divorced in your 50s" goes deeper into the insurance issues.
2023
The OC Register ran a piece this weekend on pending California legislation to divest from Fossil Fuels. Mitchell was quoted several times in "Californians step up efforts to halt fossil fuel investments."
2023
"Survey says: ESG investors who cite ethics still expect returns" recently discussed a survey of 20,000 investors and their thoughts on ESG. Look for Mitchell to be quoted in the piece.
2023
With today's high interest rates and home prices not droppng much it's been difficult for many to buy their first house. Mitchell is quoted in the Kiplinger's article "How to Help Your Children Buy a Home"
2023
With so much controversy around ESG investing right now, Investment News reached out to some advisors, including Mitchell in their piece, "ESG in advisors' own words."
2023
MoneyGeek recently ran stories on theDefinitive Guide to Setting Up a Will andComplete Guide to Creating a Trust and asked for Mitchell's insight and comments. Good starting point on why these documents are important and planning concepts to consider.
2023
Secure Act 2.0 has changed the rules for retirement planning. While most of the updates are regarding retirement plans, there is a key provision for 529 college savings plans. Mitchell discusses how the plans can be used to help students get a head-start in saving for college.
2023
Many Americans are worried about their parents' plans in retirement in addition to their own financial needs. Look for our quotes in "Don't start a retirement conversation with your parents like this - and do this instead."
2023
Look for Mitchell on slide 8 of the "14 Things Clients Don't Get About Taxes"
2023
Starting the year off with "5 planning topics to bring up with clients in 2023." Mitchell is quoted in the last topic - Taxes, Taxes, Taxes... making sure that individuals pay the least amount of taxes they're legally obligated to pay.
2022
Mitchell was just featured in this article about better ways to leverage your charitable giving. Two of the ‘best’ ways to donate to maximize your tax deduction for charitable gifts, according to financial advisors.
2022
Estate Planning for a lot of families is a lot more difficult than just deciding to leave everything to heirs equally. Human nature tends to get in the way and a lifetime of family emotional baggage can create strife in even the healthiest families.
We gave many insights into what can go wrong and ways to get to come to peaceful solutions for this article. When it comes to estate planning ‘you have to get to the core emotional issues’
2022
With 2022 coming to a close, AARP is looking to get their members ready for the new year with "10 Smartest Money Moves for 2023" . Mitchell discusses charitable giving in move #2.
2022
Giving Tuesday is next week. Mitchell was quoted in "Here's how to score a charitable tax break on Giving Tuesday." For more ideas, contact us and we'll send you our white paper on the subject.
2022
A few advisors were asked their thoughts about Family conflicts over money. Mitchell was one of the five chosen to discuss a client situation in "How 5 Advisors Helped Clients Resolve Family Conflicts Over Money: Advisors' Advice"
2022
"These are the best ways to give to charity for the 'vast majority of people.' Here's how to pick the most tax-efficient strategy." This CNBC article has a couple of good points and mentions Mitchell's advice. Mitchell also has a white paper if you are looking for other ideas.
2022
There are countless resources to help raise children to adulthood including books, classes and articles. There are many less for what to do when children reach 18. Mitchell was quoted in the article "There Is No Road Map for the Longest Phase of Parenthood."
2022
While ESG investing isn't right for everyone, we work with our clients to figure out if it's right for them. Investment New recently talked to us about why it's important for clients to have these conversations. "Advisors who ignore ESG do so at their own r-i-s-k."
2022
ESG/Socially responsible investing is ideal for many clients, but of no interest to others. This article which quotes Mitchell talks about how many advisors balance the clients' desires and how to make sure they know that we work for them and create portfolios to reach their goals and not ours. "How Advisors Weave Socially Responsible Messaging Into Their Brand"
2022
Part of Legacy Planning is multi-generational wealth management. A little planning can help money last generations. Look for CIA being quoted in GoBankingRates' article "How To Maintain Your Family's Generational Wealth."
2021
At the end of the year many clients are looking to make donations and get a tax break on their taxes while they can. Mitchell is quoted in "Consider these assets for the biggest year-end charitable tax break."
2021
The Wall Street Journal's article "'Climate Funds': Who's Driving the Increased Demand" has quotes from Mitchell throughout.
2021
MoneyGeek just ran their Eco-Friendly Guide to Finance and Savings. The article is full of tips for living a greener life and has several articles about matching your values to your investments. You can find Mitchell towards the end under Experts Discuss Green Finance.
2021
Many advisors and clients look at ESG investing through different lenses. A great summary of some recent polling can be found in the article, "Financial advisors hone their focus on ESG Strategies.". The truth is that matching your values to your investments isn't as easy as picking a fund that says it's "green" or "ESG."
2021
As a Chartered Special Needs Consultant®, Mitchell is often working with clients who have unique planning needs. A pretty comprehensive look at some planning techniques can be found in "Steps to Creating a Plan for Your Child With Special Needs."
2021
Many clients are looking to create a vehicle to give to their favorite causes over their lifetime and perhaps the lifetimes of future generations. Look for Capital Intelligence quotes in CNBC's article "Private foundation, donor-advised fund or both: Here are tips for deciding what makes sense for your charitable dollars."
2021
AARP ran a feature story titled "What You Need to Know About Climate Change", subtitled How it's already affecting your health, home and safety - and what you can do about it. It is a very comprehensive article about how your life might change. You can find Mitchell mentioned under the "Your Finances" section.
2021
In time for Father's Day, Go BankingRates published "The Best Financial Advice from 7 Real Dads." You can find Mitchell featured in the last part "Learn To Save Your Money."
2021
One of our passions is helping the next generation learn to give back and make a difference in the world. We're fortunate to be quoted in the article "5 Ways to Teach Kids about Charity and Giving Back."
2021
Much of Legacy Planning is helping clients align their values and their investments. Mitchell, along with several other advisors, discussed how they help their clients do this in AdvisorNews "Advisors Are Helping Clients Go Greener."
2021
Mitchell was quoted throughout the thinktank's report titled "WHY ARE GEN ALPHAS BECOMING CREATIVE ENTREPRENEURS?"
2021
Moneygeek has a series of articles about how to start investing. They took excerpts of an interview with Mitchell to publish "Financial Expert Advice: Savings and Investing."
2021
"Fun Ways to Teach Kids About Money" Subtitled: "Teaching kids about money, including how to save and spend wisely, can set them up for long-term success." Mitchell was quoted throughout the article on tips to help your kids learn lessons about money.
2021
Mitchell was asked to contribute to the piece How to Deal With Greedy Family Members After a Death. The contributors are from all sorts of different professions including attorneys, psychologists and even a funeral home director. The different points of view make a well rounded piece. Look for our contribution about 1/2 way down.
2021
Mitchell was interviewed by Jane Gardner of Finding your Purpose TV. The discussion was about using ones values in the financial planning and wealth management process. The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
2020
Mitchell and Art were both mentioned in the Money.com (formerly Money Magazine) article "5 Financial Gifts That Will Teach Kids and Young Adults About Money" While not meant as investment advice, the whole article is full of great tips on helping your kids to learn about money during the holiday season.
2020
"’Tis the season of giving. Here’s what to do before making a charitable donation" discusses both how to research charities and ways to give before year end. Mitchell is quoted on the bottom half of the article.
2020
In their Impact Investing series, Mitchell was quoted throughout the article "How advisors figure out which ESG funds are a good fit for socially conscious clients and their portfolios." I think the main point is that "Investing sustainably is a personal experience, and there are multiple strategies under the sustainable-investing umbrella."
2020
Many people do not know that 5G is not only faster, but it is far more energy efficient. S&P goes over the advantages of 5G technology and how it's helping many telecom companies claim they're getting closer to Carbon Neutral. Towards the end of the article Mitchell is quoted as talking about how Corporate America is moving towards sustainability. (although they misspelled Kraus). You can view it at "New tech, 5G push US telcos toward carbon neutral future."
2020
In their Bloomberg Wealth section and article entitled "Feuding Over Election Could Prove Costly For Rich U.S. Families." The discussion talks about how important good communication is for estate planning and Mitchell is quoted talking about how the current environment is disrupting that communication. While the article focuses on the ultra high net worth the principals apply to any family.
2020
I guess they liked what Mitchell had to say last month. This month's story was "15 Big Estate Planning Mistakes Clients Make: Advisor's Advice." You can look for him on the 8th slide along with 15 other good pieces of advice throughout the piece.
2020
ThinkAdvisor ran a story on financial planners who were not business majors and how their major in college shaped their financial planning career. You can find information about Mitchell's Psychology major (but not his Urban Studies major) in the slideshow "Advisor's Advice: You Don't Have to Major in Business to Be a Financial Planner."
2020
The IRS is slowly but surely issuing final regulations on the CARES act. Most tax laws are open to interpretation and the IRS often finalizes certain things after the law is passed. The IRS recently published the final rules on RMDs that happened before the CARES act was passed. Mitchell was quoted on what that can mean to clients in Dhara Singh's article "IRS extends deadline for retirees to undo required distributions."
2020
Earlier this year BlackRock announced they were looking at all future investments through a climate change lens. With Covid-19 things have gotten a little trickier. Mitchell is quoted in Bloomberg News Networks article "BlackRock's Green Dreams Got Complicated Fast."
2020
Mitchell was recently featured in Bloomberg's article entitled "Your Emergency Financial Planning Guide, Pandemic Edition."
2020
While I always thought Cynthia would appear in Architectural Digest before me, they recently ran a story "How to Keep Corornavirus From Bankrupting Your Business" where Mitchell was quoted a couple of times about how to get funding to keep your business open in these hard times.
2020
With the Coronavirus fears and many individuals fear of being close to others, the Investment News ran an article "Advisers prepare to work remotely, but worry about losing ‘human’ relationship." Mitchell is quoted several times about our work to make sure we can work remotely if needed.
2020
Arthur was one of several long-time advisors who gave advice on how to pick an advisor in Advisors Magazine article entitled "Do You Really Understand Your Financial Advisor?" His emphasis was on the importance of financial literacy.
2019
Redfin just published "11 Expert Tips to Help You Save for Your Down Payment." The number one tip was by Mitchell... "Like anything in life, upfront pain leads to long-term gain. You can’t lose 20 pounds in a day and you can’t save for a down payment overnight. Slow and steady savings and doing without at times will get you to your goal faster."
2019
On page 7 of the October issue, Mitchell was featured n the article "Giving Back to the Community" for his pro bono work that he does at WISE & Healthy Aging.
2019
Mitchell was quoted a couple of times in their article titled "What you need to know before you put your money in 'do good' investments". The article is a good primer for those are thinking about ESG/SRI investing and want to know some basics.**
2019
Mitchell was quoted about the current IPO craze in Financial Planning Magazine's article "What to do when you client is IPO crazy."
2019
Mitchell was featured in two articles about ESG investing. The cover article "ESG options scarce in 401(k) plans" discusses why ESG funds are rare in 401(k) Plans and some things employers and advisors can do to change that. The second "Lipper plans ESG scoring system for mutual funds" discusses the increased appeal of sustainable investing and the plusses and minuses of ESG scoring systems.**
2018
"DOING GOOD: HOW ADVISORS ARE GIVING BACK THIS HOLIDAY SEASON" in AdvisorNews featured a few advisors on how they give back to the community. Mitchell was feature for his Pro Bono work locally at Wise & Healthy Aging.
2018
We were quoted in On Wall Street, a publication for financial professionals, on the reasons why an advisor should help their clients give away their money. "HELP CLIENTS GIVE AWAY MORE OF THEIR MONEY. YES, REALLY."
2018
Mitchell was quoted in the Reuters column picked up by U.S. News titled "WHAT A BEAR MARKET MEANS FOR RETIREMENT SAVINGS." Remember that it isn't the total return that matters at retirement as much as the sequence of returns.
2018
Mitchell was quoted along with a couple of attorneys and therapists in the article "SUDDEN DEATHS LIKE THOSE OF KATE SPADE AND ANTHONY BOURDAIN CAN DEVASTATE FAMILY FINANCES." Remember to plan for the expected but to be prepared for the unexpected.
2018
In "AFTER A DEVASTATING LOSS, AN ADVISER LEARNS TO COMFORT GRIEVING CLIENTS" Mitchell discusses how the loss of his 2nd son, Nicholas, has effected his planning practice.
2018
"MERRILL LYNCH, RBC FAS REVEAL THEIR GAME-CHANGING CLIENT MOVES" is an industry oriented piece talking how a bunch of large investment firms are training their clients to work with clients before the markets turn south. The end of the piece includes a couple of advisors, including Mitchell who have been doing this work for a while.
2018
Reuters published Your Money: "YOU CAN DO BETTER FINANCIALLY BY DOING GOOD." Mitchell is featured talking about how by doing the right thing it has helped him build his business.
2018 - The Investment News had a story on investments and gun violence after the shooting at Marjory Stoneman Douglas High School that featured Mitchell. GUN VIOLENCE HITS INVESTMENT STRATEGIES, SPARKS POLITICAL DEBATES WITH ADVISERS
2018 - The Investment News ran a piece entitled "IS ESG INVESTING GOING MAINSTREAM?" which CIA is mentioned towards the bottom.
2018 - WISE & Healthy Aging took out a full page ad in the Santa Monica Mirror "Saluting Our January Community Heroes!". His work with the local Rotary Club and monthly pro-bono work for W&HA was the reason they stated.
2018 - Mitchell was one of the planners featured in Financial Advisor Magazine's "CHILDREN FORM FINANCIAL BEHAVIORS BY 7".
2018 - Arthur and Mitchell are proud once again to be named 2018 LOS ANGELES FIVE STAR WEALTH MANAGERS.* Please click on the link to find out more about the award.
2017 - Mitchell was one of many planners to answer a GantNews (CNN) readers question on "HOW CAN I BALANCE MY FINANCES?"
2017 - Reuters just published a story "NEW U.S. TAX LAW COULD CURB CHARITABLE DONATIONS." Mitchell was quoted in several places about the effects on charity if the law passes.
2017 - Time Magazine's "Stock-Market Highs Pose Vexing Questions for the Soon-to-Be Retired" mentions us along with a couple of professors from The American College of Financial Services. (For those of you who get the hard copy, look for us on page 28 of the September 25th Issue).
2017 - Mitchell was asked to write a piece for Financial IQ on Risk Aversion. He uses his psychology degree from the University of Pennsylvania in "LEARN TO PLAY PSYCHOLOGIST AROUND LOSS AVERSION"
2017 - Look for us in the CNBC article "DECIDING WHAT TO DO WITH AN INHERITED HOUSE"
2017 - CIA was honored by the mayor of Santa Monica for their SANTA MONICA GREEN BUSINESS CERTIFICATION PROGRAM 10TH ANNIVERSARY CELEBRATION.
2017 - This year we were one of four local businesses featured in the Santa Monica Sustainable Quality Awards INTRODUCTION VIDEO. If you have a few extra minutes, we also got the original DIRECTORS CUT that was produced before being edited for time.
2017 - The article "PARENTS OF THE BRIDE ARE STILL GETTING STUCK WITH THE MAJORITY OF WEDDING COSTS" has many quotes from Mitchell regarding saving for a wedding.
2017 - CNBC had Mitchell featured in their article "UP ON TRUMP OR IN THE DUMPS, DON'T INVEST EMOTIONALLY."
2017 - Marketwatch.com's "AMERICA’S TRILLION-DOLLAR WEALTH TRANSFER: HOW TO PREVENT A GENERATION OF ENTITLEMENT" mentioned Capital Intelligence a couple of times.
2017 - Mitchell was quoted in an article about the ESG/SRI Parnassus Fund in Bloomberg: "STOCK-PICKING CHAMP IS A DO-GOODER WHO DOESN'T OVERDO IDEALISM"
2017 - Capital Intelligence Associates was the member highlight for the March 9th edition of the Santa Monica Chamber Newsletter.
2017 - Capital Intelligence Associates was featured in the Green Business Spotlight for Sustainable Santa Monica. To read the full article, look at the March 1, 2017 entry to our BLOG.
2016 - Mitchell was quoted in the article Money Magazine Article "FINANCIAL ADVISORS ARE TELLING INVESTORS TO CHILL"
2016 - FINANCIAL ADVISOR IQ ran a piece on the future of planning/investment firms quoting Mitchell.
2016 - Financial Planning Magazine ran a piece about multigenerational financial planning teams. Look for us about half way through: DON'T CALL ME MOM: WHEN ADVISORS JOIN A PARENT'S FIRM
2015 - We are featured in the Financial Times article "WANT A MONEY-SMART KID? THESE GAMES TEACH THE BASICS"
2015 - MITCHELL HAD SEVERAL QUOTES IN ARTICLE "RICH INVESTORS VALUE PROTECTING WEALTH OVER HIGH RETURNS"
2015 - CNBC STORY ON BORROWING BETWEEN FAMILY MEMBERS FEATURING DONALD TRUMP AND MITCHELL'S QUOTE
2015 - MITCHELL QUOTED ON CNBC.COM REGARDING CHARITABLE GIVING AND SCAMS
2015 - MITCHELL QUOTED IN BLOOMBERG ARTICLE ABOUT HAVING KIDS LATE IN LIFE
2015 - CIA WINS GRAND PRIZE IN SANTA MONICA SUSTAINABLE QUALITY AWARDS
2015 - MITCHELL FEATURED IN AN ARTICLE ON CNBC ON BOOMER'S INHERITANCES
2015 - CIA NAMED A FINALIST IN THE SANTA MONICA SUSTAINABLE QUALITY AWARDS
2014 - ARTICLE BY MITCHELL IN THE WEALTH CHANNEL MAGAZINE
2014 - ART AND MITCHELL NAMED LOS ANGELES 5 STAR WEALTH MANAGERS*
2013 - ART FEATURED IN THE SANTA MONICA MIRROR
2013 - CAPITAL INTELLIGENCE ASSOCIATES RECOGNIZED AS A SANTA MONICA GREEN BUSINESS
2013 - ARTICLE IN RAND NEWSLETTER ABOUT ART
2013 - ARTICLE BY MITCHELL IN THE LA CHAPTER OF THE US GREEN BUILDING COUNCIL NEWSLETTER
* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015, 2016, 2017, 2018 Five Star Wealth Managers.
**Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) / Biblically Responsible Investing (BRI) investing / Faith Driven Investing (FRI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller
ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.
Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective.