Don't Be Caught In The Web Of This Stealth Tax

Don't Be Caught In The Web Of This Stealth Tax

Most of us are all too familiar with the regular income tax calculation on Form 1040. But a somewhat lesser-known…

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Dispel These 7 Popular Myths About Retirement

Dispel These 7 Popular Myths About Retirement

By kk-dev

Retirement is changing. People are living longer, and many stay healthy and vital into their 80s and 90s. Working, at…

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5 Tips That Can Help Get Your Kids Into College

5 Tips That Can Help Get Your Kids Into College

By kk-dev

Saving money for college is a daunting proposition. But there's another big challenge—making sure your high school sophomore or junior…

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7 Retirement Hurdles You May Be Forced To Overcome

7 Retirement Hurdles You May Be Forced To Overcome

By kk-dev

It’s a marathon, not a sprint, to reach retirement, and you may find you still need to clear some formidable…

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Will Record Profit Margins Upend The Bull Market?

Will Record Profit Margins Upend The Bull Market?

By kk-dev

Ultimately, what drives stock prices is profits. Profit margins in recent years expanded beyond historic norms, leading to speculation lately…

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When It Pays To ID Security Sales

When It Pays To ID Security Sales

By kk-dev

Suppose you acquired shares of a single stock or mutual fund at various times during the past few years. Now…

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Fill Up Tax Brackets To The Brim

Fill Up Tax Brackets To The Brim

By kk-dev

Remember the days before self-service when you could drive your car to a gas pump and tell the attendant to…

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Five Financial Vows For Newlyweds

Five Financial Vows For Newlyweds

By kk-dev

Are you, or is one of your children, tying the knot? For any couple heading to the altar, financial matters…

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Why Roth IRAs Are Still Red-Hot

Why Roth IRAs Are Still Red-Hot

By kk-dev

What's the next big thing in financial planning? It's actually something that has been around for years: the Roth IRA.…

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Alameda’s Wealth Management Specialist

Kevin Kennedy LLC provides independent wealth management services to individuals, families, and business owners in the Alameda area. We partner with you to design a highly personalized, comprehensive financial plan based on your individual needs and goals. We then form key strategic alliances to manage your plan and help you reach your life goals and financial objectives.

You have worked hard to accumulate your assets, and we work hard to help you build, manage, and preserve those assets. As a Registered Investment Advisor, we always put your interests first and strive for excellence in every facet of our practice.

You will benefit from working with us if you:

  • Are committed to achieving success for you and your family
  • Lack the time to manage your financial affairs on a daily basis
  • Want to simplify your life and build a relationship with an experienced professional
  • Value the financial security of having a partner in managing your wealth
  • Seek comprehensive advice on all of your investable assets

Kevin Kennedy LLC works with your legal and tax advisors to coordinate your overall financial life while managing your investments. We get to know you well so that we can provide the big-picture oversight that you need to succeed. We are committed to providing you:

  • Personalized service
  • Commitment to your success
  • Expertise and experience
  • Comprehensive wealth management services
  • Independent, objective advice and solutions
  • A close partnership

Our four-step Life/Wealth Planning Process is designed to define your goals, evaluate your financial situation, implement solutions, and manage your financial plan. Let Kevin Kennedy LLC be your partner in achieving long-term financial success and peace of mind.


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  • Are Market "Killers" Threatening The Long Bull Market?

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El Nino and the stock market (10/10/2014)
"If the thunder cloud passes rain, so let it rain, rain down on him"-- from MLK by U2 The 2013-2014 rainfall season was the driest on record for the ...
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