by mdean | Oct 27, 2025 | Uncategorized
How Often Should You Review Your Portfolio – and Why It Matters Historical Frequency of Positive S&P 500 Returns (Illustrative data based on historical index perforamnce; past performance does not guarantee future results.) Key...
by mdean | Aug 28, 2025 | Uncategorized
Great Rotation or Pause in Tech Company Dominance? Introduction There has been a lot of attention paid lately to ag market shift where investors have been selling off high-growth technology shares—particularly the “Magnificent Seven” (Alphabet, Amazon,...
by mdean | Jun 25, 2025 | Uncategorized
The Do’s & Dont’s of Index Investing Introduction The founders of KinneyMunro Wealth Advisors have a combined 60 years of collective experience managing and advising institutional investors, including pension funds and endowments, on market index...
by mdean | Apr 17, 2025 | Uncategorized
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...
by mdean | Dec 6, 2024 | Uncategorized
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...
