RESOURCES
The Fiduciary Guide- July 2026
Welcome to the fourth edition of The Fiduciary Guide, our monthly newsletter from Kinetic Wealth. Our goal is simple: to share a little of what’s happening in our world, pass along planning insights that matter, and highlight ideas and resources we think are worth…
The Fiduciary Guide – June 2026
Welcome to the third edition of The Fiduciary Guide, our monthly newsletter from Kinetic Wealth. Our goal is simple: to share a little of what’s happening in our world, pass along planning insights that matter, and highlight ideas and resources we think are worth your…
The Fiduciary Guide – May 2026
Welcome to the second edition of The Fiduciary Guide, our monthly newsletter from Kinetic Wealth. Our goal is simple: to share a little of what’s happening in our world, pass along planning insights that matter, and highlight ideas and resources we think are worth…
The Fiduciary Guide – April 2026
Welcome to the first edition of The Fiduciary Guide, our monthly newsletter from Kinetic Wealth. Our goal is simple: to share a little of what’s happening in our world, pass along planning insights that matter, and highlight ideas and resources we think are worth your…
March 16th 2026 Newsletter
“When you need clarity, subtract.” – James Clear Tax season continues! Whatever method you’re using to file your return, we can help! If you have questions or feel stuck, reach out. We’re here to help make the process smooth so you can get back to life. We hope this…
March 2nd 2026 Newsletter
“Our doubts are traitors, and make us lose the good we oft might win, by fearing to attempt.” – William Shakespeare Tax season is upon us! Returns are already being filed. We’ve provided some resources and are still here to help! Whether you plan to use Kinetic…
February 2026 Newsletter
Tax season is upon us! Returns are already being filed. We’ve provided some resources and are still here to help! Whether you plan to use our tax prep service, file your return yourself, or engage with an outside professional, please reach out if we can be of…
Tax Season, What We’re Building, Why Plan?
We hope this email finds each of you well and enjoying a flourishing start to 2026! This week, we have three sections for you. Please enjoy, and as always, reach out anytime we can be helpful or answer questions. _______________________________________________________…
Investing 101
Don’t let Wall Street get the best of you; let it work for you! Investing isn’t a straight line. Markets rise, fall, and surprise us all. while rewarding patient, disciplined investors over time. Below is a friendly tour through historical returns around the world,…
November 2025 Investment Market Recap
We hope you enjoyed a wonderful Thanksgiving and are embracing the start of the holiday season! As always, we’re here to keep you informed about what’s happening in the markets, especially if you prefer not to follow the day-to-day headlines. November in Review:…
Kinetic Wealth Newsletter Update
Thanksgiving Week, 2025 Dear Clients and Friends, As we enter this season of gratitude, we hope this message finds you and your loved ones well. We have a few important updates to share regarding our communication schedule, resources available to you, and the…
Guiding You Through Uncertainty: The Power of Patience and Partnership in Investing
Recent Market Performance: Highs and Headwinds As we approach the end of the year, financial markets are presenting a fascinating contradiction. Major U.S. indices, including the S&P 500, Dow Jones, and Nasdaq, have reached all-time highs, fueled by strong…
The Three Stages of Retirement: What Every Family Should Know
Retirement isn’t a finish line; it’s a journey. And like any good journey, it comes in stages. Over the years, we’ve walked many families through this process, and we’ve seen firsthand how every phase brings its own set of questions, joys, and adjustments. Let’s break…
Fighting Procrastination: How a Financial Planner Can Help You Take Action
We all know the feeling of that looming task, the unopened envelope, the “I’ll get to it next week” promise that quietly slips into next month… Procrastination is a silent threat to your financial well-being. But here’s the good news: you don’t have to tackle it…
Charitable Planning: Aligning Generosity with Your Financial Goals
For many families, generosity is an integral part of the legacy they hope to create. Whether you’re passionate about supporting a local nonprofit or a cause that’s close to your heart, charitable giving can be both deeply meaningful and strategically beneficial. At…
Understanding the Cost of a Financial Advisor: Why Transparency Matters
When it comes to your finances, one of the most important questions you should always have a clear answer to is: What am I paying for, and why? Unfortunately, not every financial advisor makes this easy. Hidden commissions, complicated fee structures, and sales-driven…
Building an Emergency Fund That Lasts
Oftentimes when people think about financial stress, investing, retirement, or the stock market, come to mind. But for many, the biggest stressor isn’t risk or long-term planning, it’s not having a safety net. When something unexpected happens, and it always does, it…
Family Legacy Planning: More Than Just a Will
When people hear the term estate planning or family legacy planning, they often think only of a will. While a will is an important foundation, true legacy planning goes much further. It’s about protecting what you’ve built, supporting the people you love, and ensuring…
Kinetic Wealth – Where We Are & Where We’re Headed
We hope our newsletters have been helpful for you. It’s our attempt to stay connected, share important information, and keep pertinent planning and life topics front of mind as we continue tackling personal finance together. The information contained in this week’s…
Risk Is Our Friend, Not Our Foe
Understanding Investment Risk and How to Manage It When we hear the word risk, we often imagine things we should avoid. That viewpoint only considers the potentially negative aspects of risk. We believe the concept of risk is neither positive nor negative. We believe…
Financial Wellness As An Employee Benefit: Why It Matters Now
In today’s fast-paced, high-cost world, employees are feeling more financial pressure than ever before. According to a 2023 Bankrate survey, nearly 50% of U.S. adults say they have less or no savings compared to a year ago. Another 68% worry they wouldn’t be able to…
5 Signs It’s Time to Revisit Your Financial Plan
Your financial plan shouldn’t be a one-time project, it should grow and adapt as your life does. Just like your goals and circumstances evolve over time, so should your approach to saving, spending, and investing. Whether it’s an unexpected life event or an exciting…
Estate Planning Basics: What Every Family Should Know
Estate planning may not be the most exciting task on our to-do list, but it’s one of the most important. Although discussing our mortality can be uncomfortable, you’ve worked hard to accumulate and grow your resources. Addressing your plan and learning estate planning…
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…
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…
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…
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…
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…
Our Trusted Partners
Custodian: Altruist
Investment Partner: Vanguard
Investment Partner: DFA
Investment Partner: Avantis Investors
We also partner with a network of local professionals who help serve our clients well, including attorneys, insurance agents, CPAs, and other professionals.