"Integrity is how we work when no one is looking"

-Jack W. Kennedy III

Good afternoon,

As we approach the end of another remarkable year, we want to take a moment to express our sincere appreciation for your trust and loyalty. Over the past 20+ years, Kennedy Investment Group has had the privilege of working with you, your family, and your friends to build lasting relationships across generations. Your referrals and the opportunities to serve you have been integral to our continued success, and for that, we are deeply grateful.

At Kennedy Investment Group, our number one priority has always been and will continue to be the service we provide to our valued clients. In business, results are often measured by profitability; in our profession, they are measured by the outcomes we achieve for you. Our mission remains steadfast: to provide the highest levels of service to every individual who has placed their trust in us.

This unwavering commitment to service is reflected in our policies and practices—such as our "Goodnight Policy," "Two Phone Ring Policy," "No Pile Policy," and our "Future Appointment Policy." These measures are more than just procedures; they represent our dedication to ensuring that every client receives the care and attention they deserve.

As we look ahead to 2025, our team recognizes that growth brings both opportunities and challenges. We understand that to maintain the highest standards of service, we must evolve with the times. To this end, we are pleased to announce, May 2024, the addition of an Asset Management Specialist, James Messner III, to our team. This new role is dedicated solely to monitoring your portfolios, ensuring that every dollar entrusted to us receives undivided, meticulous attention. Think of it as providing your investments with a "state-of-the-art" intensive care monitoring system—no matter how well your portfolio is performing.

2024 has been an exceptional year for us, with fantastic performance across all asset classes. As we enter 2025, we are dedicating the first trimester to conducting a comprehensive audit of each portfolio. This includes reviewing asset allocation, making necessary rebalancing adjustments, auditing tax withholdings, and assessing estate planning, beneficiary designations, distribution maximization and insurance asset protection. Every portfolio will receive an "MRI" to ensure that we are optimizing every aspect of your financial well-being.

We want to assure you that this focus on deeper, more thorough reviews is not an indication that we haven't been providing diligent care up until this point. As in life, sometimes the healthiest moments are when complacency can become our greatest risk.  This is why we believe now is the perfect time to take a step back, reassess, and ensure that every portfolio is optimally aligned with your financial plan.

During this time of careful review, we ask for your patience and understanding. Additionally, to ensure that we continue to provide the highest level of service, we will not be taking on new clients until May 2025, as we dedicate the first trimester to serving your needs. If you have any referrals, please note that all new client meetings will be on hold during this period.

Once again, thank you for your continued trust and partnership. We look forward to a successful 2025, dedicated to delivering exceptional results and maintaining the high standards of service that you have come to expect from Kennedy Investment Group.

Have a safe and healthy holiday season. 

Best Regards,

Jack W. Kennedy III
CEO
Kennedy Investment Group & Kennedy Insurance Services
Branch Manager, Financial Planner

 

Any opinions are those of Jack W. Kennedy. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Past performance is not indicative of future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Sector investments are companies engaged in business related to a specific sector. They are subject to fierce competition and their products and services may be subject to rapid obsolescence. There are additional risks associated with investing in an individual sector, including limited diversification.

All expressions of opinion reflect the judgment of Kennedy Investment Group and are subject to change. There is no assurance any of the trends mentioned will continue or that any of the forecasts mentioned will occur. Economic and market conditions are subject to change. Investing involves risk including the possible loss of capital. The S&P 500 is an unmanaged index of 500 widely held stocks. It is not possible to invest directly in an index. The market performance noted does not include fees and charges which would affect an investor’s returns. Past performance may not be indicative of future results.

Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. Kennedy Investment Group does not render legal or tax advice. Please consult a qualified professional regarding legal or tax advice.