We are absolutely delighted to announce that Kennedy Black Wealth Management has been short-listed for a Money Marketing Award - for the second time in three years. This time we've been short-listed in the 'Best Use of Technology by an Adviser' category, specifically for our new INTELLIGENT WEALTH MAP™ financial planning tool and Titanium Portfolio Review tool. We were short-listed with four other firms (one of which...
Read MoreEnclosed below is a link to the final edition of the year of our Private Client Newsletter. This includes the very exciting news that we have recently been short-listed for another Money Marketing Award - the second time in three years. This time it is for Best Use of Technology by an Adviser for our leading INTELLIGENT WEALTH MAP™ financial planning tool and Titanium investment reports - both of...
Read MoreWelcome to the latest edition of our Private Client Newsletter We focus on a couple of important topics in this edition. First, why we have concerns about equity income investing. And secondly, how simple retirement planning can be (very) good for your wealth. Furthermore, we continue our series on Behavioural Investing, focusing on the oft-misunderstood concept of 'Mental Accounting'. October 2013 KBWM Private Client Newsletter (requires Adobe Reader) We hope...
Read MoreBen was recently interviewed by Morningstar to talk about how technology supports the Kennedy Black Wealth Management client service. ...
Read MoreAs I regularly remind my mother- and father-in-law, 1948 was the luckiest year in which to be born. According to Prudential, cradle-to-grave NHS care, gold-plated final salary pensions, an unprecedented housing boom and remarkable technological and medical advances have made those reaching the State Retirement Age (65) in 2013 the luckiest generation yet. On the other hand, their offspring may be left wondering when things will start...
Read MoreI'm pleased to publish the latest edition of our Private Client Newsletter. With great pleasure, we launch a brand new comprehensive financial planning service in this edition - one that is unique to Kennedy Black Wealth Management: the INTELLIGENT WEALTH MAP™. This new service will help us deliver deeper, more relevant financial advice to our clients - yet still maintaining the highest level of independence and...
Read MoreAnother year, another austere Budget. As usual, I'm pleased to provide the following overview of the main points, with some thoughts and balanced opinions thrown in. Overall, the headline figures (growth, deficit, borrowing) were as bad or bleaker than previously hoped, but I don't think anyone's surprised by that. Here are some of the main points (in no particular order): - Help for small businesses: a new 'Employment Allowance'...
Read MoreI'm pleased to publish the latest edition of our Private Client Newsletter, incorporating some important tax planning ideas for the end of the tax year. We also try to illustrate yet more short-comings from active fund managers, most of whom appear to have been taken by surprise by the strongest start to the year for stocks since the 1980s. If the professionals can't get it right, we'd...
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