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Quarterly Private Client Newsletter: June 2014

Welcome to the latest edition of the Kennedy Black Quarterly Private Client Newsletter.   This edition is 100% pension-focused, now that the dust has settled on some ground-breaking changes in the Budget (apologies in advance if we get a bit excited about pensions).   We give a quick no-jargon explanation of how pensions currently work, what the changes are and, now that some time has passed since it was...

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Quarterly Private Client Newsletter: October 2013

Welcome 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...

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Quarterly Private Client Newsletter: June 2013

I'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...

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