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 …
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 …
By Stephen V. Kenney, CFA, CFP Gray 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, …
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By Stephen V. Kenney, CFA, CFP Gray 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 …
Rising interest rates and inflation do not mean a return to the 1970s “stagflation” era By Justin Klunder, CFA and Stephen Kenney, CFA, CFP Gray 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 …