Tag: financial advisor

Expert Retirement and Financial Advisor Mark Kinney Discusses Potential Changes for Investing Under the Trump Administration

Seasoned retirement and financial strategist, Mark Kinney, highlights President Trump’s proposals that may benefit different market segments. Lee, Massachusetts—February 1, 2017—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, published a new article entitled, “Preparing Your Portfolio for Investing During the #Trump Presidency.” In the article, he discusses how Trump Administration policies, if […]

Written by on February 1, 2017

Financial Advisor, Bonnie Clark, Announces Affiliation with Gradient Advisors, LLC

Temecula, CA – January 13, 2017– Bonnie Clark, CEO of Kratos Wealth Management, is pleased to announce an affiliation with Gradient Advisors, LLC as her Registered Investment Advisor. Bonnie states, “ After comparing many other top RIA firms I feel that Gradient Advisors, LLC provides superior tools, technology, and support to allow me to best […]

Written by on January 13, 2017

Expert Retirement and Financial Advisor Mark Kinney Discusses the Features of an Absolute Return Fund

Seasoned retirement and financial strategist, Mark Kinney, highlights how absolute return IRAs compare to target-date funds. Lee, Massachusetts—November 18, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, published a new article entitled, “Absolute Return IRAs Offer an Alternative to Target-Date Funds.” In the article, he discusses the features and benefits of an […]

Written by on November 18, 2016

Expert Retirement and Financial Advisor Mark Kinney Discusses Important Points to Consider When Divorcing

Seasoned retirement and financial strategist, Mark Kinney, says to consider assets and debts when divorcing. Lee, Massachusetts—October 14, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney,CFP®, published a new article entitled, “Re-Assess Your Assets and Investments When Divorcing.” In the article, he discusses things to consider when dividing retirement funds and other assets, […]

Written by on October 14, 2016

Expert Retirement and Financial Advisor Mark Kinney Discusses Points to Consider if You Choose a Lump-Sum Pension Payment

Seasoned retirement and financial strategist, Mark Kinney, says a lump-sum pension payout may make sense in certain circumstances. Lee, Massachusetts—October 4, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney,CFP®, published a new blog entitled, “Should You Consider a Lump Sum Pension Payment at Retirement?” In the blog, he highlights some benefits of a […]

Written by on October 4, 2016

Expert Retirement and Financial Advisor Mark Kinney Offers Strategies for Catching Up on Retirement

Seasoned retirement and financial strategist, Mark Kinney, says making up for lost time when it comes to retirement planning is possible with a concerted effort.   Lee, Massachusetts—August 22, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, published a new article entitled, “Making Up for Lost Time: 5 Tips for Catching Up […]

Written by on August 22, 2016

Expert Financial Advisor Mark Kinney Explains the Difference Between ETFs and Mutual Funds

Seasoned retirement and financial strategist Mark Kinney, of Toole, Kinney & Co., Inc. discusses the advantages of investing in ETFs as opposed to mutual funds.    Lee, Massachusetts—August 2, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, posted a new blog entry entitled, “ETFs and Mutual Funds: What’s the Difference?” In the […]

Written by on August 2, 2016