Special Updates:

An important client update about managed money and your custodian.

Jeff Kennedy client video recorded on November 5, 2020

An Important Update About Regulation Best Interest

Jeff Kennedy client video recorded on July 9, 2020

Things To Help You During Challenging Times

 

You may have missed this informative webinar, but you can still catch some of the important topics discussed by viewing this PDF from the event.

Screen Shot 2020-04-23 at 11.43.37 AM.pn

DOWNLOAD PDF

Where are we now?

 

Watch this special update from Jeff Kennedy and special guest Steve Blumenthal, Executive Chairman and Chief Investment Officer of CMG Capital Management Group, Inc., for a very informative discussion on our current portfolio situation.