KinneyMunro Insights
Blinded by Equity Performance
Blinded by Equity Performance. Don't Overlook the Opportunities in Bonds Over the course of the past month, we have conducted meetings with clients to get a better sense of how they are positioned and what concerns they have about the future. One theme has...
KinneyMunro Wealth Advisors Launched to Provide Personalized Investment Management and Financial Services
KinneyMunro Wealth Advisors Launched to Provide Personalized Investment Management and financial Services March 22, 2024 -- Two financial services veterans announced they are bringing together over six decades of investment management experience to launch...
CHOOSING THE RIGHT LEGAL STRUCTURE FOR YOUR BUSINESS
CHOOSING THE RIGHT LEGAL STRUCTURE FOR YOUR BUSINESS WHAT TO CONSIDER BEFORE LAUNCHING YOUR NEW COMPANY Perhaps you’re an entrepreneur with an exciting idea for a new business. Or maybe you and a family member or friend have been thinking about combining your varied...
COLLEGE PREP: HOW TO PROTECT YOUR CHILD’S HEALTH
COLLEGE PREP: HOW TO PROTECT YOUR CHILD'S HEALTH Parents with college kids may be more focused on helping their adult children get settled into a dorm than thinking about key documents they should sign to protect their health and privacy. What If Your Adult Child Gets...
PLANNING CONSIDERATIONS FOR SMALL-BUSINESS OWNERS
PLANNING CONSIDERATIONS FOR SMALL-BUSINESS OWNERS Small-business owners have unique financial challenges. Is your advisor prepared to meet them? The number of small-business owners in the United States totals more than 32.5 million;¹ however, studies show these...
PROVIDING PLANNING FOR THOSE WITH SPECIAL NEEDS
PROVIDING PLANNING FOR THOSE WITH SPECIAL NEEDS Written by: Cory M. Allen, CFP®, ChSNC® Traditional financial planning is a broad topic that includes both simple and highly complicated topics. It is not surprising many people chose to enlist the services of a...
TAKING CARE OF A FAMILY MEMBER WITH A DISABILITY
TAKING CARE OF A FAMILY MEMBER WITH A DISABILITY We understand that families who have a loved one living with a disability face unique challenges. We work with experienced teams to create one, coordinated wealth management plan that takes into consideration your loved...
FINANCIAL CONSIDERATIONS FOR SOON-TO-BE PARENTS
FINANCIAL CONSIDERATIONS FOR SOON-TO-BE PARENTS When starting a family, it’s important to be prepared.The birth of a child is an exciting, and oftentimes overwhelming, time. Addressing the following items may help provide peace of mind so you are free to focus on...
TEACHING CHILDREN ABOUT MANAGING MONEY
TEACHING CHILDREN ABOUT MANAGING MONEY “We teach children to save their money. As an attempt to counteract thoughtless and selfish expenditure, this is a value. But it is not positive; it does not lead the child into the safe and useful avenues of self-expression or...
TOP 10 WEALTH PLANNING STRATEGIES
TOP 10 WEALTH PLANNING STRATEGIES Consider these tax-efficient strategies to maximize retirement savingsRight now is an ideal time to reevaluate your financial objectives and make sure you remain on track to achieve your goals. Here are the Top 10 planning...