Kayne Anderson Rudnick

Wealth Advisor Tyler Sterk, CFP®, CPA shares his insights on estate planning and how the lifetime exemption will revert to its old level or lower by 2026.
Read the article in Financial Advisor Magazine: https://bit.ly/3fFVEPj

In the latest episode of Kaynecast, our experts discuss Q3 market performance, insights on the direction of runaway inflation, and our outlook for demand and growth in Q4 and 2023. Listen now: https://bddy.me/3T8SOR4

As we enter the fall season, we share 8 key financial planning action items you can take before year-end. https://bit.ly/3eoolzG

We congratulate Spuds Powell and the KAR Wealth Advisory team for ranking #1 by Barron’s on their 2022 Top 100 Independent Advisors list. This marks the 10th consecutive year that the team has been ranked in the top 10 and the fifth year of ranking #1 (2017-2020, 2022). View the special report here: https://bddy.me/3rBYCa8

Happy National Coffee Day!
From all of us at KAR, have a BREW-tiful day!


Sources: cspinet.org/caffeine-chart, https://lnkd.in/gJcpgcVs

KAR is honored to sponsor St. Jude Children’s Research Hospital’s seventh annual Invest in Hope Los Angeles event. Learn more about St. Jude and this inspiring event: https://bddy.me/3r0wCMS

Thinking about converting your Traditional IRA to a but not sure if it’s the right move?

Check out our recent article where we explore what Roth conversions are, the benefits of making a conversion, and the tax implications of executing conversions.

https://bddy.me/3S1iZcd

Emerging Markets Small Cap portfolio manager, Hyung Kim was featured in Debbie Carlson's Barron's article entitled, 'How an Emerging Markets Stock Fund Stays on Top, With Less Risk.'

In the piece, Hyung discusses his background growing up in South Korea, areas of opportunity in emerging markets and KAR's approach in identifying quality investments. Read the full story below: https://bddy.me/3LvPXip

Portfolio Manager & Senior Research Analyst Julie Biel rejoined Jonathan Ferro on Bloomberg News ‘The Open’ to share the importance of seeking out companies with durable earnings during this unpredictable time as there might be a major slowdown happening. Julie also discusses the two characteristics she considers when evaluating companies.

Watch Julie’s full appearance: https://bloom.bg/3AQfdMN

KAR Managing Director Spuds Powell discusses his work with financially independent widows and how helping them feel comfortable & confident comes down to the ability to earn their trust.
Read more in Jeff Benjamin’s recent InvestmentNews profile: https://bit.ly/3OvGwjL

More than ever, in today’s environment, advisors must understand how their clients react to market events and how that influences their decision-making. In his byline, Brian discusses encouraging clients to act in concert with risk tolerance, the strategy of holding sufficient cash to feel comfortable during a market correction and considering alternatives as a substitute for low-return traditional assets.
Read the full article here: https://bddy.me/3RRo2vE

Portfolio Manager & Senior Research Analyst Julie Biel recently appeared on Bloomberg Television ‘Daybreak Asia’ to discuss the surging U.S. Consumer Credit and why she is monitoring B2B software companies.
Check out Julie’s full interview:

Kayne Anderson Rudnick's Biel on Markets Julie Biel, Portfolio Manager and Senior Research Analyst at Kayne Anderson Rudnick, discusses her outlook for markets and investment strategy. She speaks with Shery Ahn and Haidi Stroud-Watts on "Daybreak Australia". (Source: Bloomberg)

Portfolio Manager and Senior Research Analyst Julie Biel recently appeared on Bloomberg News Radio and shared her views on the how the strength of the U.S. consumer is the best indication of the overall health of the economy and her equity market outlook.
Listen to the full interview here: https://bloom.bg/3Aox2SJ

Wealth advisor, Tyler Sterk, CFP®, CPA shares his insights on how carried interest tax is generally at the more favorable long-term capital gains rate at 20%, rather than the ordinary income tax rate at 37%.
Read full article: https://bit.ly/3ADYEDK

School is back in session! The Team at KAR wanted to make sure we send off the kindergarten class at Crete Academy in style and ready for the new school year. Together we packed backpacks full of crayons, notebooks, pencil boxes, and more.

In a recent WealthManagement.com byline, Senior Wealth Advisor Sam Waltman, CFA discusses how to navigate stock market volatility and inflation as we forge ahead into the second half of 2022.

At KAR, our investment thesis centers around identifying and investing in high-quality companies. We seek to own differentiated businesses with enduring competitive protections, favorable long-term prospects, and exceptional economic characteristics. Given the current rising interest rate environment and volatility in the equity market, we believe there are opportunities created for advisors and their clients to invest in high-quality names.

Read Sam’s mid-year outlook: https://bddy.me/3KuFcMZ

Portfolio Manager & Senior Research Analyst Julie Biel appeared on Yahoo Finance to talk about inflation’s impact on consumers, the defensive sectors she sees opportunity in and her thoughts on the recent market rally. Check out her full interview: https://bddy.me/3Aprl63

Senior Wealth Advisor Dustin Gale was quoted in a Financial Advisor Magazine piece regarding options to access emergency cash given rising interest rates. Read the full article: https://bit.ly/3R4A7NF

We are proud to announce that Kayne Anderson Rudnick has ranked 10th overall on Financial Advisor Magazine’s “RIA Survey & Ranking” list for 2022. Check out the full list https://bddy.me/3SWToSN.

Boston based Senior Wealth Advisor Kevin O’Regan weighs in on a recent Wall Street Journal piece ‘Is It a Good Time to Convert a Traditional IRA to a Roth IRA?’ and shares how to plan for the tax penalties/benefits that come with it. Read more below: https://bddy.me/3QHYkc4

Portfolio Manager & Senior Research Analyst Julie Biel recently appeared on Bloomberg News TV ‘The Open’ where she discussed how the Fed will pivot amid mounting signs of weakening economic data and the strength of the U.S. consumer. Watch Julie's full appearance:

'Bloomberg The Open' Full Show (08/01/2022) Jonathan Ferro highlights the market-moving news you need to know heading into the opening bell on Wall Street. US Treasuries rallying, stocks wavering with...

Inflation is the current past-to-present market obsession that investors have not had to address for decades.

This time, however, comparing inflation past-to-present may not be the most useful historical parallel to determine what comes next.

In this paper we consider the 1970s-1980s era of high inflation against today’s inflation scenario. Read here: https://bddy.me/3dtDwXO

Portfolio Manager & Senior Research Analyst Julie Biel discusses with Jonathan Farro of Bloomberg TV why this Summer will be a consumer health head fake and her market outlook ahead of earnings season. Watch Julie's full appearance:

'Bloomberg The Open' Full Show (07/18/2022) Jonathan Ferro highlights the market-moving news you need to know heading into the opening bell on Wall Street. Stocks extending their gains following anothe...

Our San Francisco Office jumped up 6 spots to No.5 Largest Wealth Management Firms in the Bay Area, ranked by . Congrats to Senior Wealth Advisor Tom Connaghan and his team. View the complete ranking: https://bddy.me/3SDSlXH