Blog
Our Kindred Voices blog features our newsletters and shares perspectives on financial planning, wealth management, investments and other events that have a potential impact on our clients. We are thrilled to have you reading along!
Q1 Market Update: Looking Beyond the Headlines—and the S&P 500
The first quarter of the year was anything but quiet for global markets. Investors navigated renewed geopolitical conflict in the Middle East, rising energy prices, shifting interest‑rate expectations, and sharp market swings....
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How Securities-Backed Lines of Credit Create Financial Flexibility
In today’s dynamic financial landscape, sophisticated investors are discovering a powerful tool that allows them to access liquidity without disrupting their long-term investment strategy: the Securities-Backed Line of Credit (SBLOC)...
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2026 Retirement Contribution Limits: What’s Changing and What to Watch For
As we start 2026, the IRS has updated retirement contribution amounts. With those changes, come financial planning opportunites and discussion points. Key 2026 Retirement Contribution Updates401(k), 403(b), and 457 Plans Employee...
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Don't Get Blindsided by Your Equity Comp Plan: Understand the Risk Spectrum of RSUs and Options
If you’re a professional at a publicly traded company, chances are a portion of your annual compensation comes in the form of equity — Restricted Stock Units (RSUs), Stock Options, or a mix of both. It’s exciting to have ownership in...
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2025 Inherited IRA Changes: What Beneficiaries Need to Know
Starting in 2025, the IRS has finalized new guidance around inherited IRAs that’s especially important for non-spouse beneficiaries. If you've inherited a traditional IRA from someone who had already begun taking required minimum...
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Core Portfolio Update - May 2025
Throughout 2025 the portfolios managed by Kindred have held up well despite sweeping volatility in markets. However, in response to the continuing shifts in economic and geopolitical conditions, we have made several important...
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Sudden Financial Windfall? Here's What to Do Next
Whether it comes from an inheritance, legal settlement, divorce, or even an unexpected bonus or business exit, a financial windfall can feel like a gift — or a burden. And sometimes, both. In moments like these, emotions run high....
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Core Portfolio Update - April 2025
There has been significant market volatility and disruption over the course of the last week after the long-awaited revealing of the Trump administration’s tariff plan. While the managed portfolios that form the...
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Trading Places: How the U.S. Became a Nation of Importers
Key Takeaways • Free trade has helped shape the US economy, offering consumers lower prices and greater access to goods while fostering global political alliances.• Of late, policymakers have become more focused on the long-term costs...
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Market Volatility: What Investors Need to Know
Market ups and downs can be unsettling, but they’re a normal part of investing. Recent fluctuations have been driven by two key factors: high stock valuations and policy uncertainty. While the S&P 500 is trading above its historical...
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What Stood Out in the Latest CFP® Study—and How We Address It
As financial advisors, we always talk about the importance of planning, but a new study from the CFP Board’s Center for Financial Planning provides real data on just how much of a difference it makes. What stood out to me wasn’t just...
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Effective Goal Setting for 2025
Effective Goal Strategies for 2025 - As we step into a new year, many of us are eager to set fresh goals and ambitions. However, turning those goals into reality requires a thoughtful strategy. At Kindred Wealth Partners, we believe that...
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Time in the Market: A Recipe for Investment Success
As markets hover near all-time highs, many investors wonder, "Is now the right time to invest?" While the question is natural, history and investment principles remind us that success is less about timing the market and more about time...
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Core Portfolio Update - November 2024
Clients and Friends, As we approach year-end, we’ve made the following strategic adjustments to the core portfolios to align with the current market environment and potential opportunities: Increased...
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National Savings Day – Perspectives from a Young(er) Professional to Other Young(er) Professionals
October 12th is National Savings Day – Perspectives from a Young(er) Professional to Other Young(er) Professionals Why am I writing this? We all see the various National *Insert The Topic-Du-Jour* Months or Days that fall throughout...
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National College Savings Month
September is National College Savings Month, an ideal time to focus on preparing for one of life’s biggest financial commitments—higher education. With tuition costs continuing to rise, saving for college early has never been more...
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Happy National Financial Awareness and Rum Day!
Today, we're celebrating not just one but two important occasions—Financial Awareness Day and National Rum Day! While they may seem like an unlikely pair, both remind us of the importance of balance in life—whether it's balancing our...
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Kindred Voices Newsletter - August 2024
In our August 2024 newsletter, we share important updates on our portfolio and welcome our newest team member, Melissa Clymer. We hope you find our insights useful and informative. As always, feel free to contact us with any questions.
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