KinneyMunro Insights
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...
Is Now The Right Time To Start Or Update My Financial Plan?
Is Now the Right Time to Start or Update My Financial Plan? Creating a financial plan is akin to crafting a roadmap for your financial future, and there's no time like the present to consider taking this crucial step. The current economic climate, coupled...
Navigating the Financial Challenges of Health Care
Navigating the Financial Challenges of Health Care Many of us will eventually find ourselves helping our parents or loved ones navigate their later years. My personal journey in assisting my mother has been a mix of fulfillment and challenges. Over...
Understanding the Lag Between Falling Interest Rates and Economic Impact
Understanding the Lag Between Falling Interest Rates and Economic Impact Interest rates are a fundamental tool of monetary policy, controlled by central banks to influence economic activity. When interest rates fall, borrowing costs decrease, theoretically ...
Blinded by Equity Performance
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 has...
KinneyMunro Wealth Advisors Launched to Provide Personalized Investment Management and Financial Services
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...