Investment Planning

Our Economy

If today is the first day of the rest of your life, how long will that be? 20 years…30 years…40, 50? People don’t plan to fail; they just fail to plan.

Money Well Spent...or Saved

Someone important in my life once told me to spend my money on two things: other people and experiences. Giving to people gives back to you and experiences are memories you will always have. Here are 5 alternatives to spending and taking more risk when it comes to your cash.

Avoid These 3 Most Common Pitfalls of Investing

When it comes to investing, you have one of two emotions working in you at all times: fear or greed. Unfortunately, when you let these manage your portfolio you will always trail the market. Check out our website to find out more: http://www.kennedy-financial.com/blog/avoid-these-3-most-common-pitfalls-of-investing

5 Ways President-Elect Donald Trump Could Move Markets

In this historic victory that shocked the political establishment and global financial markets alike, Donald J. Trump will become the 45th president of the United States. Here are 5 ways Trump could move markets.

Stress Test Your Investments Before It's Too Late

Would it be okay if your investment portfolio went down $400,000?
Absolutely NOT!
This was a conversation we recently had with a couple we have just come to know. The reason? We stress tested their current investments against the Financial Crisis of 2008 and 2009, and this was the result.

Are You in the Lifeboat with Your Investments?

Most of us know the story: It was 11:40 P.M. on April 14, 1912. Lookout Frederick Fleet spotted an iceberg immediately ahead of the Titanic and alerted the bridge. First Officer William Murdoch ordered the ship to be steered around the obstacle and the engines to be put in reverse, but it was... 

Municipal Bond Math

Municipal bonds have been a wonderful investment for over 30 years. They have been perceived as a safe haven for investors since they are used to lend money to local governments and municipalities, and offer an excellent tax advantage: tax free income. This means that an investor... 

81 Reasons Why Not to Invest in the Stock Market

1934 Great Depression1935 Spanish Civil War1936 Economy Still Struggling1937 Recession1938 War Clouds Gather1939 War in Europe...

Annuities - Good or Bad?

There is a lot of controversy around annuities. Some advisors use them as if they were a cookie cutter for every client and some advisors despise all of them. Then, there are the majority of advisors that either fall somewhere between these two extremes or the solution-based advisors that use them when they see fit. So, what is the real story with annuities? Why do the extreme viewpoints exist? And, what is right for you?...

Risk - What Can You Do About It?

Warren Buffet said, “Risk comes from not knowing what you’redoing.” Isn’t it interesting that the same could be said about “Fear?” Everyone has a slightly different relationship with risk. We are the sum total of our experiences or lack of experiences which have led us each to a precise point in life. Some of us thrive on risk. Some of us do everything we can to avoid risk.And the majority of us are somewhere in between this million mile range...

It's Back...Market Volatility That Is

If you thought the market was going to keep climbing steadily without any hiccups, I am sad to say that’s what we call a pipe dream. We all wish this dream could be a reality, but the reality is market volatility is normal and what we have experienced in the market since 2011 is not normal...

A 10,000 Foot View of Investing

You may have heard that a confused mind says “No.” So today my goal is to simplify investing so that you can perhaps say “Yes.”
There is no doubt that investing in today’s world is complicated. It is no longer “just” stocks,bonds and cash. In fact, on a broad spectrum we look at 49 different chassis for investing. Yes, 49…and that is only the beginning.