by mdean | Nov 3, 2024 | Uncategorized
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...
by mdean | Oct 24, 2024 | Uncategorized
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...
by mdean | Oct 24, 2024 | Uncategorized
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. ...
by mdean | Oct 1, 2024 | Uncategorized
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...
by mdean | Aug 19, 2024 | Uncategorized
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...
by mdean | Aug 19, 2024 | Uncategorized
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...
