by Eric Junge | Oct 5, 2026 | Uncategorized
KinneyMunro Market Minute Five Percent Is Back Why Today’s Bond Market Deserves a Fresh Look Brian Kinney, Co-Founder · October 2026 For most of the past fifteen years, bonds have been an awkward conversation. Yields were too low to fund a retirement, and the old...
by Eric Junge | Sep 29, 2026 | Uncategorized
The Value of HavingBeen There Before Every advisor today can read a case study on the 2008 financial crisis. Fewer can describe what it feels like to be responsible for institutional capital while that crisis was happening. The pressure to act before you have full...
by Eric Junge | Jul 13, 2026 | "Guiding Generations"
Part 2 of 2 Family & Generational Planning When the Gap Is BiggerThan the Numbers Record household wealth and deepening generational differences have made family financial conversations more consequential than ever. This piece examines the role a fiduciary can play in...
by Eric Junge | Jun 5, 2026 | "Guiding Generations"
Part 1 of 2 Family Advisory The Wealth Is There.The Conversation Isn’t. American household wealth has reached record levels, built on rising portfolios and real estate values that span every generation. The conversations families need to have about that wealth have...
by Eric Junge | Jul 8, 2024 | Uncategorized
Stocks Plus Cash Does Not Equal Portfolio Diversification While holding a combination of cash and stocks might seem a cautious approach to investing, it falls short of being a truly diversified portfolio. There are several critical reasons why this...
