KinneyMunro is an independent wealth advisory firm founded by financial services veterans embracing holistic financial health. We are dedicated to our clients, providing objective advice and creating comprehensive wealth plans focused on their best interests. Those plans are informed by the insights we have gained over a combined six decades of investing experience. We aim to add value by delivering a differentiated investing experience—powered by a personalized investment portfolios. We go further by delivering advanced wealth planning strategies, estate and tax planning, insurance solutions and trust services. Brian Kinney and Bill Munro founded KinneyMunro. Brian served as chief investment officer at State Street Bank, where he oversaw an investment portfolio of more than $100 billion and the bank’s funding operations. Bill brings 30 years of experience gained at JPMorgan advising highly sophisticated clients on their investment strategies and exposures. Now, we’re excited to be working for you. Together, we are focused on offering clients a powerful approach to meeting needs across the personal finance spectrum, from investment management to trusts and estates. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser. KinneyMunro Wealth Advisors and MPS are not affiliated entities
KinneyMunro Wealth Advisors的外部链接
57 River St
Suite 304
US，Massachusetts，Wellesley Hills，02481
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Market Volatility Can Create Opportunity While the recent downturn in the market has not been a pleasant experience for most people, opportunities may have emerged to add long term value to your portfolios. If you aren't speaking to your financial advisor, or don't have someone you are working with, consider contacting us. We are available for a consult anytime. kinneymunro.com 617-224-9504
Market Volatility Can Create Opportunity While the recent downturn in the market has not been a pleasant experience for most people, opportunities may have emerged to add long term value to your portfolios. If you aren't speaking to your financial advisor, or don't have someone you are working with, consider contacting us. We are available for a consult anytime. kinneymunro.com 617-224-9504
MacroTrends has a tally of S&P 500 performance by Presidential terms starting with Herbert Hoover in 1929 through today (link below). The historical perspective is interesting. https://lnkd.in/eErF_8zV Hoover had a rough go of it with the 1929 crash occurring just seven months after his inauguration. During Hoover’s time in office the S&P 500 declined ~78%. Since Hoover left office in 1933, we have had sixteen more Presidents. Only two of whom served while witnessing net declines in the S&P 500: Richard Nixon ~-30% (Oil Embargo, inflation/rates, end of Gold Standard, Watergate). George W. Bush ~-39% (dot com aftermath, GFC). The ‘Lost Decade’ from 2000-2009 (Clinton, George W. Bush, Obama) saw the S&P 500 return ~-1% annually, with only Bush having a net negative return during his term. In fact, Clinton saw the S&P rally ~211%, and Obama ~176%. Much has been written about politics and its effects on the stock market. In the near-term politics matter, as we are seeing currently. Over the long term, however, United States capitalism, innovation, and productivity have proven to be more powerful than politics. At KinneyMunro we take a long-term perspective while being cognizant of near-term risks. We help our clients stay on track during periods of market turbulence and market exuberance. https://lnkd.in/erm8VER8 This is provided for educational purposes only and is not investment advice. The S&P 500 index is unmanaged and cannot be directly invested into. Past performance is no indication of future results.?Investing involves risk and the potential to lose principal.?
Hi friends and colleagues, we are pleased to announce the featured speaker at our upcoming event - Mr. Ariel C. Armony. He is the Provost and Executive Vice President at Babson College. He'll share his thoughts on the changing and dynamic landscape of higher education. It's not to late to RSVP to join us on Tuesday, February 25 @ 6 pm. Click here to RSVP ----> https://bit.ly/kmevent2025