Archive for February, 2012

Quarterly Private Client Newsletter: February 2012

Wednesday, February 15th, 2012

Please see below a link to February 2012’s Quarterly Private Client Newsletter from Kennedy Black Wealth Management.

In this edition, we are pleased to recap on some prestigious recognition that we’ve received over the past three months. We are also pleased to report that we are expanding and would like to welcome Cathi Harrison to the team. Cathi is a highly qualified paraplanner and will work behind the scenes to ensure that we can continue to deliver a first class service.

In light of the looming end of tax year, we include some tax ideas to think about as we approach the end of the tax year, including what we believe to be the most tax efficient investment possible under current rules. Finally, we cover some investment topics which hark back to our passive investment beliefs. As always, we hope it’s interesting reading.

Click here to access the February 2012 edition in pdf format (requires Adobe Reader).

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