Expectations in an Unpredictable World
We talk about risk and return often when discussing investing. With investments, many go to great lengths to assign numbers to these concepts – earnings growth rates, P/E ratios, Alpha, Sharpe, return on equity, etc. Familiarity with these terms makes us feel some degree of control over risk. An admirable thought leader in our industry […]
Taxation and Planning
Paying taxes and filing returns affects nearly all of us. When asked “how much tax do you pay,” most of us would answer, “too much.” Although we generally agree with that consensus, people are sometimes surprised to see the actual percentage they pay in taxes. Even more surprising is the fact there are ways you […]
Trusted Partners
Kinetic Wealth proudly serves our clients as a fee-only fiduciary. This simply means we’ve proactively chosen to eliminate and reduce our conflicts of interest to avoid distractions from providing our clients with sound financial advice based on their interests rather than our own. We have chosen to partner with providers who also take this duty […]
Values-Based Action
At Kinetic Wealth, we help our clients identify and clearly define what is most important. The reason we feel this part of the process is so important is that it equips us to make sound decisions. We apply this same approach to ourselves and our firm’s decision making process. Our mission is to empower family […]
Who We Are
Kinetic Wealth is a people-focused and forward-thinking Registered Investment Advisory firm in East Tennessee. With high regard to our fiduciary duty, we exist to faithfully serve individuals and organizations who are eager to understand and take control of their finances. Deep, authentic relationships allow us to help our clients clarify and define what is most […]