KinneyMunro Insights
The Power of Consolidation
The Power of ConsolidationIt's easy to lose sight of your financial picture. Financial chaos doesn't have to be your reality. Let's simplify it together. As we age, our financial lives naturally become more complicated. Accounts get scattered across different...
Asset Backed Lending
Asset Backed Lending Asset-backed lending can make sense in certain situations, but it's important to carefully consider your specific financial circumstances. Here are some key points to help you determine if asset-backed lending might be appropriate for you:...
My Journey from Institutional Asset Management to Wealth Advisory
My Journey from Institutional Asset Management to Wealth Advisory Reflecting on my career shift from the world of institutional asset management to now focused on wealth advisory, it's clear that this move was not just a change in job function—it was an intentional...
Navigating Divorce
Navigating Divorce Navigating Divorce: The Value of Financial Advisors Divorce is a profound life change that involves not only emotional upheaval but also complex financial decisions. In such challenging times, the guidance of a financial advisor can...
How the Fed’s expected move to cut rates at their next meeting might impact the real estate sector
How the Fed’s expected move to cut rates at their next meeting might impact the real estate sector Federal Reserve Chairman Jerome H. Powell sent a clear signal in his Aug. 23 speech at the Fed's annual economic symposium at Jackson Hole, Wyo. “The time...
Do you have a concentrated equity problem?
Do you have a concentrated equity problem? We can help. Managing a concentrated equity position—where more than 25% of an individual’s wealth is tied to a single stock or a small group of stocks—presents unique challenges and risks. Whether the concentrated...
Stock Market Context
Stock Market Context Putting the recent stock market sell-off into historical context: A stressful but relatively minor correction. After the volatility we have experienced over the past week, we thought it would be helpful to share some historical context...
Forgotten 401(k)
The hidden costs and disadvantages of having a “forgotten” 401(k) plan. Let’s face it, changing jobs and transferring retirement savings from an old employer’s 401(k) plan can be stressful. But leaving money in a forgotten 401(k) plan from a former employer can...
Tax and the election
Tax and the Presidential Election As the 2024 presidential election approaches, one thing is clear: whoever takes office will likely face a critical decision regarding significant changes to the tax code set to take effect at the end of 2025. And those changes,...
Stocks plus cash does not equal portfolio diversification
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...