Kevin Kennedy LLC

Kevin Kennedy LLC Kevin Kennedy LLC provides independent wealth management services to individuals, families, and business owners in the Alameda area.

Securing your financial future involves more than managing your investments. Kevin Kennedy LLC takes a team-based, coordinated approach to providing you with a wide array of wealth management services, always based on your individual needs and goals:

- Estate Planning
- Retirement Planning
- Tax Planning
- Investment Management
- Risk Management
- Insurance
- Charitable Giving Planning
- Real Est

ate
- Lifestyle
- Corporate Pensions/Benefits
- Trust Administration
- College Planning

We are a fee-only planning firm. That means we do not operate with the conflicts of interest that accompany commission-based financial services. You can rest assured that we are providing you with independent, objective advice, because our interests are always strictly aligned with serving your best interests over the long term.

Proud that we've once again won a top national award for the City investment policy! Special thanks to our Finance Direc...
09/19/2018

Proud that we've once again won a top national award for the City investment policy! Special thanks to our Finance Director and others who contributed to the effort!

City Treasurer meets State Treasurer--CA Treasurer John Chiang at the Alameda parade today!
07/05/2017

City Treasurer meets State Treasurer--CA Treasurer John Chiang at the Alameda parade today!

Very good article, spot on!
02/09/2017

Very good article, spot on!

Seth Klarman is not a household name, but his letter to investors, warning about the new administration, is the most sought-after read on Wall Street.

12/22/2016

Just posted a new blog entry on my website regarding the election, you can read it here:

A little over five weeks ago we had the second big election shock of 2016 (following the Brexit vote in June) when Donald Trump, a 3-to-1 underdog, won the US Presidential election. As the saying goes, the markets hate surprises, and in my nearly 30 year career these are certainly two of the biggest...

06/24/2016

Shocking result as the UK voted to leave the EU. Brexit is upon us. Friday will be a tough day, traders got kneecapped and will be reversing course. Long term investors hold tight and be ready for opportunities when the dust settles in the next week.

Very interesting interactive look at how your income compares to other Americans. I bet many people in the Bay Area find...
03/03/2016

Very interesting interactive look at how your income compares to other Americans. I bet many people in the Bay Area find a big disconnect between how wealthy they feel and how wealthy they are relative to the rest of the country.

A detailed look at where you fit in our vast nation of income-earners.

So much for breaking up the big banks, that will be a big bailout check if one of these guys makes a misstep.
01/27/2016

So much for breaking up the big banks, that will be a big bailout check if one of these guys makes a misstep.

The Big Four retail banks in the United States hold 45%, or $4.6 trillion, of all customer bank deposits. This chart shows consolidation in banking.

01/16/2016

Market got you worried? Check out my new blog post, (Un)Happy New Year

As you've probably heard, the stock market has had a very rough start in 2016. The US stock market, as measured by the S&P500 Index, is down about 8% thus far in 2016. I know many of you have two main questions about this, and I'll try to answer them here as simply and concisely as I can. But as alw…

This is very worrisome..
01/07/2016

This is very worrisome..

Some 63% of people can’t deal with a $500 emergency.

Interesting article, particularly the chart showing the returns earned by investors who use professional guidance way ou...
09/25/2015

Interesting article, particularly the chart showing the returns earned by investors who use professional guidance way outpacing the returns earned by "unsophisticated" investors.

This is a big cause of rising inequality, and it won't be easy to fix.

Impromptu fundraiser at client party Sat night raised $250 for Alameda Food Bank, with company match we delivered $500 t...
11/24/2014

Impromptu fundraiser at client party Sat night raised $250 for Alameda Food Bank, with company match we delivered $500 this AM to help with Thanksgiving meals!

Address

Alameda, CA
94501

Opening Hours

Monday 8am - 3pm
Tuesday 8am - 3pm
Wednesday 8am - 3pm
Thursday 8am - 3pm
Friday 8am - 3pm

Alerts

Be the first to know and let us send you an email when Kevin Kennedy LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share