KinneyMunro Insights

Comparing Public & Private Equity     Public and private equity represent two primary ways investors can gain ownership in companies, but they differ widely in terms of accessibility, liquidity, risk, return potential, and governance. Public equity...

Diversification & Alternative Investments       The need for portfolio diversification has never been more critical, as market concentration in the U.S. stock market has reached unprecedented levels. At the end of 2024, the 10 largest companies in...

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   by Brian Kinney Co Founder KinneyMunro Wealth Advisors Reflecting on my career shift from the world of institutional asset management to now focused on wealth advisory, it's clear that this move...

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? 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...

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...