Mike Kurz

Mike Kurz, CIMA, CPWA, RMA, CFP, CAIA, is the director of programs at the Investments & Wealth Institute. In this role, Mike serves to grow the strength of the Institute through continuous improvement in each of the certification programs along with connecting to members to ensure a rewarding education experience.

Mike Kurz
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Beyond the junk label: mastering high-yield bonds to deliver client value
NEWS OPINION JAN 28, 2025
Beyond the junk label: mastering high-yield bonds to deliver client value

From seeing past credit ratings to selecting the right vehicle and educating clients, advisors who strategically use high-yield fixed income can build credibility and confidence.

How advisors can help clients determine the right time to retire
NEWS OPINION JUL 24, 2024
How advisors can help clients determine the right time to retire

Understand the needs of different client segments, and balance emotional and financial considerations to best serve clients.