Ranked #3 in 2016 and among the top 10 of Barron’s list of top independent financial advisors for the last four years, Kayne Anderson Rudnick is a boutique investment advisory firm that was founded in 1984 to manage capital for its founders, including John Anderson (a Forbes 400 billionaire and the benefactor of UCLA’s Anderson School of Management). With offices in Los Angeles and San Francisco, the company manages assets for both high net worth individuals and institutions. Its advisors boast an average client relationship duration of 10 years and a retention rate of 94 percent, thanks to outstanding client service and comprehensive wealth management strategies, designed around clients’ unique circumstances and objectives.
Written Stories
View AllShould we fear a market correction?
Today’s stock market surely provides investors with a lot to think about. On one hand, the market is thriving, with several major indexes recently reaching all-time highs. On the other, we’re in the midst of the second-longest bull market ever, which has made many investors nervous about what could happen if there is a market […]
By Caleb "Spuds" Powell
May 30, 2017Should you ignore the “noise” and stay the course with your long-term investment strategy?
In 2016, all the major stock indexes reached all-time highs, including the Dow Jones Industrial Average, the S&P 500, the Nasdaq Composite and the Russell 2000. What’s more, several indexes posted double-digit returns, including the Dow, S&P and the Russell 2000, which returned 21.31 percent last year.1 Despite the stellar year for stocks, most well-diversified […]
By Caleb "Spuds" Powell
March 28, 2017When interest rates are low, how can investors focus on total return, growth and diversification, not just yield?
Since 2011–12, investment yields have declined dramatically. Investors have responded by focusing greater attention on various types of income-producing investments. However, higher-yielding securities, whether they be fixed-income securities, equities that pay high dividends or industry-specific securities, such as REITs or MLPs, are all highly correlated to movements in interest rates. Knowing this, investors need to […]
By Caleb "Spuds" Powell
December 7, 2016What impact might today’s low interest rates have on my achievement of long- term investment goals?
A recent study by Callan Associates, Inc. highlights the impact that low interest rates can have on investors achieving their long-term financial goals: According to Callan, in 1995, to obtain a 7.5 percent annual return, investors simply needed to purchase a diversified portfolio of high-quality fixed-income securities, with the likelihood that investment returns would vary […]
By Caleb "Spuds" Powell
October 18, 2016Newsletter Subscriptions
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