About Us: KAI In the News
Jan 11, 2023: Ajay Kaisth, CFP, KAI Advisors quoted in CNBC "3 moves to make before the 2023 tax filing season opens"
Nov 2, 2022: Ajay Kaisth, CFP, KAI Advisors quoted in MarketWatch “When retirement is a month away, here’s what you need to do”
Jul 9, 2022: Ajay Kaisth, CFP, KAI Advisors quoted in Forbes Advisor “Can you Trade on Margin in an IRA?”
Jan 12, 2022: Ajay Kaisth, CFP, KAI Advisors quoted in the Wall Street Journal "Your 2022 Financial To-Don't List"
Dec 28, 2021: Ajay Kaisth, CFP, KAI Advisors quoted in the Wall Street Journal, "Stop Tracking Spending and Other Money Tasks to Take Off Your To-Do List" (Pdf link)
Oct 2, 2020: Ajay Kaisth, CFP, KAI Advisors quoted in Kiplinger “8 Costly Mistakes That Could Ruin You”
Aug 15, 2020: Ajay Kaisth, CFP, KAI Advisors quoted in Barron's "Older Investors Are Seen as Patient. In Market Downturns, They're Anything But."
Apr 16, 2020: Ajay Kaisth, CFP, KAI Advisors quoted online in CNBC “Employers aren’t rushing to let you tap your 401(k) amid coronavirus crisis”
Jan 28, 2019: Ajay Kaisth, CFP, KAI Advisors, quoted in Kiplinger and Yahoo Finance "Consolidate Your Retirement Accounts Carefully."
Jul 5, 2018: Ajay Kaisth, CFP, KAI Advisors quoted online in Kiplinger "FAQs About Passing an IRA to Your Heirs." Section/slide on "Splitting IRA Assets Among Heirs."
May 23, 2018: Ajay Kaisth, CFP, KAI Advisors quoted online in MarketWatch "Yes, save twice your salary by the time you're 35 -- and 7 other things you should do"
Mar 30, 2018: Ajay Kaisth, CFP, KAI Advisors quoted online in US News & World Report "Avoid a Patriotic Portfolio"
Mar 27, 2018: Ajay Kaisth, CFP, KAI Advisors quoted online in US News & World Report “5 Retirement Fees You Should Never Pay”
Nov 6, 2017: Ajay Kaisth, CFP, KAI Advisors quoted online in US News & World Report "Year-end Retirement Planning Deadlines 2017."
May 2017: Ajay Kaisth, CFP, KAI Advisors quoted online on Kiplinger "Seed a Roth IRA for Your Grandkids."
May 5, 2017: Ajay Kaisth, CFP, KAI Advisors quoted in Kiplinger's Retirement Report, "Seed a Roth IRA For Your Grandkids" Page 1 index link. Page 2 article link.
Dec 13, 2016: Ajay Kaisth, Principal, KAI Advisors quoted in Financial Planning Magazine, "Wealth Management Predictions for 2017," on Department of Labor fiduciary rule, which aims to address conflicts of interest in retirement advice, as well as on Robo-Advisors. (Slide 8 of 12)
Apr 10, 2016: Ajay Kaisth, CFP, KAI Advisors included in client interview in Inc. Magazine, April 2016, "A Reality Check on How Much You Really Need to Save for Retirement"
Apr 2016: Inc. Magazine print issue "How Much Do You Need to Save?" (link)
Mar 23, 2016: Ajay Kaisth, CFP, KAI Advisors quoted in Kiplinger "8 Financial Decisions You'll Regret Forever" (Kiplinger link, Yahoo Finance link - Number 4)
Jan 26, 2016: Ajay Kaisth, CFP presented the "Gain Control of Debt" seminar to Princeton University staff (Link to pdf. Online link was removed)
Apr 12, 2015: Ajay Kaisth, CFP quoted in the Wall Street Journal and WSJ.com "When Good Donors Do Bad Things"
Apr 1, 2015: KAI Advisors: Ajay Kaisth quoted in Financial Planning "High Income, Jumbo School Debt: Smart Options for Clients"
Mar 27, 2015: Ajay Kaisth, CFP moderated and presented at the 3rd Annual Johns Hopkins Women in Business Conference on the topic "Personal Financial Planning, Retirement Planning, Investment Planning: Making it all fit."
Oct 15, 2014: Ajay Kaisth, CFP presented the "Personal Finance and Financial Planning" module at Rutgers University Business School's "Mini-MBA for Dentists" (Link to pdf. Online link was removed)
Sep 24, 2014: Ajay Kaisth, CFP quoted in Yahoo Finance "7 money mistakes you shouldn't make in your 40s"
Dec 10, 2013: KAI Advisors: Ajay Kaisth quoted in WSJ.com "Advisers on Bitcoin Buzz: Stay Away" (Please search with Google for access to the full article)
Aug 28, 2013: KAI Advisors: Ajay Kaisth quoted in Reuters "Analysis: India finds price of expats' patriotism elusive as growth fades."
May 22, 2012: KAI Advisors: Interview with Dow Jones journalist – WSJ.com "For Advisers, Facebook Proves a Cautionary Fail"
Nov 1, 2011: KAI Advisors: Ajay Kaisth quoted in Financial Planning "Unlisted REITs: Caveat Emptor"
Aug 19, 2011: Three KAI Advisors clients featured in Investment News "What Investors Are Saying" (link to pdf of print article)
May 1, 2011: KAI Advisors: Ajay Kaisth quoted in Investment News "Take a family-centered approach when working with Indian-Americans"
Nov 2, 2022: Ajay Kaisth, CFP, KAI Advisors quoted in MarketWatch “When retirement is a month away, here’s what you need to do”
Jul 9, 2022: Ajay Kaisth, CFP, KAI Advisors quoted in Forbes Advisor “Can you Trade on Margin in an IRA?”
Jan 12, 2022: Ajay Kaisth, CFP, KAI Advisors quoted in the Wall Street Journal "Your 2022 Financial To-Don't List"
Dec 28, 2021: Ajay Kaisth, CFP, KAI Advisors quoted in the Wall Street Journal, "Stop Tracking Spending and Other Money Tasks to Take Off Your To-Do List" (Pdf link)
Oct 2, 2020: Ajay Kaisth, CFP, KAI Advisors quoted in Kiplinger “8 Costly Mistakes That Could Ruin You”
Aug 15, 2020: Ajay Kaisth, CFP, KAI Advisors quoted in Barron's "Older Investors Are Seen as Patient. In Market Downturns, They're Anything But."
Apr 16, 2020: Ajay Kaisth, CFP, KAI Advisors quoted online in CNBC “Employers aren’t rushing to let you tap your 401(k) amid coronavirus crisis”
Jan 28, 2019: Ajay Kaisth, CFP, KAI Advisors, quoted in Kiplinger and Yahoo Finance "Consolidate Your Retirement Accounts Carefully."
Jul 5, 2018: Ajay Kaisth, CFP, KAI Advisors quoted online in Kiplinger "FAQs About Passing an IRA to Your Heirs." Section/slide on "Splitting IRA Assets Among Heirs."
May 23, 2018: Ajay Kaisth, CFP, KAI Advisors quoted online in MarketWatch "Yes, save twice your salary by the time you're 35 -- and 7 other things you should do"
Mar 30, 2018: Ajay Kaisth, CFP, KAI Advisors quoted online in US News & World Report "Avoid a Patriotic Portfolio"
Mar 27, 2018: Ajay Kaisth, CFP, KAI Advisors quoted online in US News & World Report “5 Retirement Fees You Should Never Pay”
Nov 6, 2017: Ajay Kaisth, CFP, KAI Advisors quoted online in US News & World Report "Year-end Retirement Planning Deadlines 2017."
May 2017: Ajay Kaisth, CFP, KAI Advisors quoted online on Kiplinger "Seed a Roth IRA for Your Grandkids."
May 5, 2017: Ajay Kaisth, CFP, KAI Advisors quoted in Kiplinger's Retirement Report, "Seed a Roth IRA For Your Grandkids" Page 1 index link. Page 2 article link.
Dec 13, 2016: Ajay Kaisth, Principal, KAI Advisors quoted in Financial Planning Magazine, "Wealth Management Predictions for 2017," on Department of Labor fiduciary rule, which aims to address conflicts of interest in retirement advice, as well as on Robo-Advisors. (Slide 8 of 12)
Apr 10, 2016: Ajay Kaisth, CFP, KAI Advisors included in client interview in Inc. Magazine, April 2016, "A Reality Check on How Much You Really Need to Save for Retirement"
Apr 2016: Inc. Magazine print issue "How Much Do You Need to Save?" (link)
Mar 23, 2016: Ajay Kaisth, CFP, KAI Advisors quoted in Kiplinger "8 Financial Decisions You'll Regret Forever" (Kiplinger link, Yahoo Finance link - Number 4)
Jan 26, 2016: Ajay Kaisth, CFP presented the "Gain Control of Debt" seminar to Princeton University staff (Link to pdf. Online link was removed)
Apr 12, 2015: Ajay Kaisth, CFP quoted in the Wall Street Journal and WSJ.com "When Good Donors Do Bad Things"
Apr 1, 2015: KAI Advisors: Ajay Kaisth quoted in Financial Planning "High Income, Jumbo School Debt: Smart Options for Clients"
Mar 27, 2015: Ajay Kaisth, CFP moderated and presented at the 3rd Annual Johns Hopkins Women in Business Conference on the topic "Personal Financial Planning, Retirement Planning, Investment Planning: Making it all fit."
Oct 15, 2014: Ajay Kaisth, CFP presented the "Personal Finance and Financial Planning" module at Rutgers University Business School's "Mini-MBA for Dentists" (Link to pdf. Online link was removed)
Sep 24, 2014: Ajay Kaisth, CFP quoted in Yahoo Finance "7 money mistakes you shouldn't make in your 40s"
Dec 10, 2013: KAI Advisors: Ajay Kaisth quoted in WSJ.com "Advisers on Bitcoin Buzz: Stay Away" (Please search with Google for access to the full article)
Aug 28, 2013: KAI Advisors: Ajay Kaisth quoted in Reuters "Analysis: India finds price of expats' patriotism elusive as growth fades."
May 22, 2012: KAI Advisors: Interview with Dow Jones journalist – WSJ.com "For Advisers, Facebook Proves a Cautionary Fail"
Nov 1, 2011: KAI Advisors: Ajay Kaisth quoted in Financial Planning "Unlisted REITs: Caveat Emptor"
Aug 19, 2011: Three KAI Advisors clients featured in Investment News "What Investors Are Saying" (link to pdf of print article)
May 1, 2011: KAI Advisors: Ajay Kaisth quoted in Investment News "Take a family-centered approach when working with Indian-Americans"