By Stephen V. Kenney, CFA, CFP Gray Private Wealth, LLC “Will I have enough?” It’s an important question to ask when thinking about retirement. Coming up with a realistic assessment of whether your savings will be sufficient to cover your spending needs during retirement is a complex exercise. First, it requires you to look into […]
Calculating Retirement: The Importance of a Detailed Plan Read More »
By Stephen V. Kenney, CFA, CFPGray Private Wealth, LLC It is said that the joy of becoming a grandparent is the opportunity to spend time with grandchildren without the daily responsibilities of parenthood. Even if the daily chores are now under the care of the next generation, that doesn’t mean grandparents don’t often look for
Gifting Strategies for Grandparents Read More »
Canton, MA (January 1, 2024): Gray Private Wealth, LLC, a private wealth management and advisory firm that assists clients with tailored asset management and investment strategies, has announced that Justin Klunder, CFA® has been promoted to Chief Executive Officer (CEO). He had previously served as the firm’s Partner and Chief Investment Officer, a role in
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Canton, MA (December 1, 2023): Gray Private Wealth, LLC, a wealth management and investment advisory firm headquartered in Canton, MA, has announced the retirement of founder and CEO Daniel Romano, CPA, PFS. Romano was one of the founders of Gray Private Wealth, LLC (formerly Gray Equity Management, LLC), which was formed in 1999 to serve
Gray Private Wealth CEO Daniel Romano to Retire Read More »
By Stephen V. Kenney, CFA, CFPGray Private Wealth, LLC The list of decisions confronting us as the calendar winds down seems longer every year. And I’m not just talking about making holiday plans. Many of us are at the state in life when we need to make decisions on retirement account funding and tax planning
Year-End Planning: Medicare Open Enrollment Read More »
By Stephen V. Kenney, CFA, CFPGray Private Wealth, LLC New homebuyers today are confronting the dual challenges of higher mortgage interest financing costs and elevated home prices. Many economists expect these conditions to ease in coming years, but in the meantime parents and family members with available resources may be able to make the dream
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Canton, MA (July 13, 2023): Gray Private Wealth, LLC, a leading advisory firm that assists clients in growing, preserving, and protecting wealth, has announced that Austin Russell, CFP® has been promoted to Portfolio Manager. “Austin has proven himself to be a tremendous asset to our clients and our firm,” said Dan Romano, CPA, PFS, Chief Executive
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By Stephen V. Kenney, CFA, CFPGray Private Wealth, LLC Artificial intelligence (AI) has moved rapidly from a futuristic concept in science fiction novels to being a reality that is expected to dramatically increase productivity across much of our economy. Though still early in its development, AI is already changing how we access information, communicate, and
Artificial Intelligence and its Role in Portfolio Management Read More »
By Stephen V. Kenney, CFA, CFPGray Private Wealth, LLC As you open your windows to welcome the first fresh breezes of Spring, it makes good sense to use this time of annual renewal to clean up and help secure your financial life. Here are six steps to take this month to help ensure your finances
It is Time for Your Financial Spring Cleaning Read More »
Rising interest rates and inflation do not mean a return to the 1970s “stagflation” era By Justin Klunder, CFA and Stephen Kenney, CFA, CFPGray Private Wealth, LLC If current headlines about rising prices and interest rates are triggering an uncomfortable reminder of the 1970s, you are not alone. To say that period was a challenging
Investing in a Higher Inflation Environment Read More »