Investor Resources

Legacy planning is a vital aspect of financial management, ensuring that your hard-earned wealth benefits your loved ones for future generations. However, without careful tax planning, a significant portion of your assets could be lost to taxes, diminishing the inheritance you intend to leave ...

Real estate investing offers so many benefits that it should be incorporated into every investor’s portfolio. However, many are interested in adding real estate but don’t understand all of the advantages, what options to consider, or how to participate beyond buying a property on their own. Since ...

Debt can be a significant barrier to building wealth for future generations through savings and investments, leading to potential financial emergencies. Effective debt management is the first crucial step for many families toward financial stability and generational wealth. As experts in real ...

Compounding interest can transform modest investments into substantial fortunes over time when harnessed correctly. At Kenwood Management Company, we’re passionate about helping you understand and leverage this powerful financial principle, particularly through strategic commercial real estate ...

Legacy planning is vital to ensuring that your wealth and assets are preserved and passed down according to your wishes. However, for blended families, this process can present unique challenges. Navigating family dynamics, differing expectations, and legal considerations requires careful planning ...

At Kenwood Management Company, we understand that building generational wealth is a primary goal for many families. It’s not just about accumulating assets; it’s about creating a lasting legacy that provides financial security and opportunities for your loved ones for years to come. Ensuring your ...

Financial planning is a critical component of building and preserving generational wealth. However, discussing money and legacy planning with loved ones can often be a delicate and challenging task. At Kenwood Management Company, we understand the importance of having these conversations and are ...

Building generational wealth is crucial for many families to ensure financial security and prosperity are passed down to future generations. This process involves creating wealth and implementing strategies to preserve and grow it over time. At Kenwood Management Company, we understand the ...

In today’s world, legacy building is not just about financial wealth; it’s also about the impact you leave behind. Incorporating charitable giving into your legacy planning allows you to support causes you care about while also providing for future generations. One innovative strategy to consider ...

Certain criteria must be analyzed to effectively assess the value, potential risks, and rewards of different real estate investment opportunities. Simply utilizing the old adage “location, location, location” is often too simplistic in evaluating income-producing real estate, and strictly relying ...