KENETEX Wealth Management

Enduring the Turmoil

“It is tough to make predictions, especially about the future” Yogi Berra, Yankee Hall of Famer. _____________________ Near Term...

A Time of Uncertainty

“The less prudence with which others conduct their affairs, the greater the prudence with which we should conduct our affairs.” Warren...

A Different Administration

Everyone in the world who is aware of international events is living in uncertainty regarding the new American administration. While...

Rational Versus Intelligent Investing

Rational Versus Intelligent Investing This article is intended to help investors understand their own rationality while drawing a...

Non-Profit Corporation Endowments and Investments

We live in a world of institutions that have a variety of profit, altruistic, social, religious, economic, political and environmental...

Financial Control in an Age of Anxiety

Background We are witnessing a truly remarkable but also unprecedented period in human history. Our times are characterized by the...

The Role of Cash in a Managed Portfolio

A portfolio that is actively managed will often focus on a particular asset class such as fixed income bonds, real estate assets such as...

Case for Personal Active Portfolio Management

A common debate among investors and financial professionals is the value of active versus passive portfolio management. Active management...

IRA Essentials

The figures below are the amounts that you can contribute in both 2015 and 2016 in total for a calendar year, across all your Roth and...

Socially Responsible Investing

Many people and institutions are becoming more aware of the impact that their spending and investing has on society, on policy and on the...

Included in this section are timely articles that are currently of interest to our clients.

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