by Eric Junge | Apr 29, 2024 | Uncategorized
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...
by Eric Junge | Mar 22, 2024 | Uncategorized
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...
by Eric Junge | Mar 21, 2024 | Uncategorized
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...
by Eric Junge | Mar 21, 2024 | Uncategorized
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...
by Eric Junge | Mar 20, 2024 | Uncategorized
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...
by Eric Junge | Mar 18, 2024 | Uncategorized
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...
