The new year is a natural time to reflect on your financial goals and establish a clear path forward. Team Kaminsky is committed to partnering with you and we are excited to introduce Jenna Elson, a long-standing member of our team, and our dedicated Certified Financial Planner® (CFP®).
Holistic wealth planning is essential at every age, reinforcing foundational habits like budgeting and saving, while bringing together investment strategy, tax awareness, insurance needs, estate planning, and risk management.
If you would like to take the next step or refresh your wealth plan, which is a complimentary service, please reach out to Jenna directly or anyone on Team K.
INSIGHTS
CIO Notebook: Democrats Sweep Congress
INSIGHTS
CIO Notebook: Fed Holds Rates Steady, Cites the Need for More Information
REPLAY
Recalibration and Resilience: Positioning Fixed Income and Private Equity for 2027
INSIGHTS
Fraud Protection Across an Evolving Threatscape
INSIGHTS
Fixed Income: Takeaways Amid Turbulence
INSIGHTS
Before the Ink Dries: Key Planning Steps Prior to an IPO, Merger or Sale
INSIGHTS
The Gap Between Knowing and Doing
INSIGHTS
Market Outlook: Growing Pains
INSIGHTS
2026 Year-End Wealth Planning Checklist
INSIGHTS
Investment Lens: Looking Past the Midterms
INSIGHTS
Liquidity Events: Positioning Portfolios for the Future
INSIGHTS
Sustaining Effective Stewardship of Family Capital
MUNICIPAL BASIS POINTS
Gauging Municipal Volatility—and Opportunity
IMPORTANT INFORMATION:
This material is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This material is general in nature and is not directed to any category of investors and should not be regarded as individualized, a recommendation, investment advice or a suggestion to engage in or refrain from any investment-related or course of action. Before acting on any information furnished in this material, you should consider whether it is suitable for your particular circumstances and, if necessary, seek legal, tax or other professional advice. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Diversification does not guarantee profit or protect against loss in declining markets. Investing entails risks, including possible loss of principal. Investments in hedge funds and private equity are speculative and involve a higher degree of risk than more traditional investments. Investments in hedge funds and private equity are intended for sophisticated investors only. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.
Neuberger Berman Trust Company (“NBTC”) utilizes the Neuberger Berman investment platform of equity, fixed income and alternative products and strategies as its primary investment option. Non-Neuberger Berman products and strategies are also available on a limited basis and generally as a complement to Neuberger Berman offerings. NBTC’s preference for Neuberger Berman products and strategies may result in incremental benefits to NBTC, its affiliates and their respective employees.
OCIO, tax planning, and trust and estate administration services offered by Neuberger Berman Trust Company. “Neuberger Berman Trust Company” is a trade name used by Neuberger Berman Trust Company N.A. and Neuberger Berman Trust Company of Delaware N.A. Affiliated investment products and services are available through the various investment advisers that are subsidiaries of Neuberger Berman Group LLC, including Neuberger Berman Investment Advisers LLC, a registered investment adviser.
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