Kevin: Wealth Advisor at Platt Financial

Kevin: Wealth Advisor at Platt Financial Dedicated advisor with a relationship-focused approach. Simplifying retirement planning to achieve financial confidence.

I aim to help clients work towards reducing risk, maximizing gains, and creating strategies so they do not outlive their savings.

Take our quick assessment to better understand your personal risk tolerance and see whether your current investments ali...
06/17/2026

Take our quick assessment to better understand your personal risk tolerance and see whether your current investments align with your financial goals and comfort level!

What's your Risk Number? Find out in less than five minutes.

06/10/2026

This week’s Weekly Market Commentary discusses how Treasury yields have risen sharply amid geopolitical tensions and stronger growth expectations, while markets have largely absorbed risks such as higher-for-longer interest rates and ongoing geopolitical uncertainty. It also notes that stable infl...

06/01/2026

LPL's Weekly Market Performance for the week of May 25, 2026, highlights high-profile market drivers, commodity market moves, and economic data.

05/19/2026

This week’s Weekly Market Commentary discusses how Middle East tensions have dominated markets since late February, with ongoing uncertainty offset by diplomatic progress that has supported equities while risks remain reflected in fixed income and commodities. It also highlights that the U.S. econ...

05/15/2026

LPL’s Chief Economist Jeffrey Roach analyzes supply shocks as a result of the Iran conflict, potential Fed actions, and the roles artificial intelligence could soon be playing in the wider economy.

04/28/2026

This week’s Weekly Market Commentary discusses whether the much‑touted “American Industrial Renaissance” is truly taking shape amid shifting supply chains, declining manufacturing employment, and increased policy efforts to reshore production. It examines the forces behind this theme and hig...

04/22/2026

This week’s Weekly Market Commentary discusses how U.S.-only fixed income portfolios are increasingly concentrated and that selectively adding global bonds—particularly emerging market debt and currency-hedged non‑U.S. developed bonds—can potentially enhance income, diversification, and resi...

04/17/2026

LPL Research analyzes sector performance during the Iran conflict and highlights the surprising leader, technology.

04/09/2026

U.S. markets ended March lower amid heightened volatility driven by the U.S.–Iran conflict, energy-related inflation worries, and pressure on both equities and bonds, though stocks showed relative resilience and earnings results were mixed but supportive. Looking ahead, signs of a ceasefire have i...

03/31/2026

This week’s Weekly Market Commentary discusses how geopolitical developments in the Middle East, along with swings in oil prices and interest rates, have recently driven stock market moves even as earnings remain the primary long‑term driver of returns. The commentary shares optimism that the up...

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Charlottesville, VA
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