Wealth of Insight
Providing Perspectives on Important Economic Issues
August 31, 2021
As one of our thought leaders in our industry today, Brian Wesbury provides us with his economic commentary on the market and its current evaluations. Take a look at his view of economic research and advisory. https://www.ftportfolios.com/Commentary/EconomicResearch/2021/8/31/5000
Coronavirus & Market Commentary
March 18, 2020
We thought this would be an appropriate time to share our thoughts on the current state of the market and the impact of the COVID-19 virus. Unfortunately, we are dealing with an ever-evolving situation and it has been challenging to properly frame the state of the markets in relationship to this health crisis. With this…
Market Update
October 25, 2018
What a day we had yesterday. We wanted to take a quick moment to address the recent selloff and our thoughts on the market. After the decline today, the S&P and Dow are just below even on the S&P. The international markets are down 10% to 15% and bonds are down about 2.25%. On the…
What is up with the Stock Market?
February 9, 2018
What is up with the Stock Market? What to do from here: If you are thinking that this selloff in the market was something you knew would happen, you are correct! This dip was inevitable as we have not had a 10% pullback in almost 2 years. Not that anyone was hoping for it, but…
As Seen in Kiplinger’s Personal Finance
November 27, 2017
The fear of running out of money during retirement has some families held hostage. Even those with considerable wealth and themselves forgoing nice vacations and putting off necessary major purchases. “We want to help clients learn how to enjoy their successes and be ready to enter retirement boldly,” says Kevin D. Kimery, president and CEO…
Day One
June 16, 2017
We have exciting news to share. Effective immediately, we have left Morgan Stanley to start our own firm, Kimery Wealth Management, as a privately held investment advisory practice. Charles Schwab & Co., Inc. (“Schwab”), a subsidiary of The Charles Schwab Corporation, has been selected as our transition partner and custodian of record. Your investments will…
5 Things Financial Advisors Can Do For High Net Worth Investors
June 16, 2017
For people with substantial assets and complex financial lives, even the most intensive (and therefore expensive) financial guidance could pay off many times over, simply because so much wealth is at stake. However, not all of these advisors are fiduciaries — or advisors who are legally required to act in their clients’ best interests.
5 Benefits of an RIA
June 16, 2017
The right investment advisor does what’s right for you. Here’s how it’s done…
How To Find The Right Advisor – For You
June 16, 2017
Everyone’s financial position is different, and everyone’s financial goals are unique. Finding an advisor is a key first step to defining what’s important to you and outlining a path to achieve those objectives. The article below offers a unique perspective.
