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You’re Not Just Another Face In The Crowd!

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NEST 2.0

Securely growing until you are ready to fly.

Schedule A Consultation Today!
Schedule A Consultation Today!






FINANCIAL PLANNING AND ADVISORS



Kerr Financial is a group of financial advisors that help clients manage their
assets to reach their financial goals. We thoroughly analyze the capital markets
and individual securities seeking to construct portfolios that meet clients’
personalized investment needs. Our financial planning technique uses an active
investment style, and continually monitor holdings for deviations in
fundamentals and valuation.

Investing is not only about maximizing profits but also about minimizing losses.
We firmly believe the key to making money is primarily not losing money. When
researching a potential investment, the possibility of price appreciation is
secondary to the risk of capital loss. When researching a potential investment,
the possibility of price appreciation is secondary to the risk of capital loss.
We believe the markets provide opportunities when security prices become
significantly separated from the company’s (or issuer’s) underlying economic
value (both over-valued as well as under-valued).

We research the global markets looking for investment opportunities. While no
company is too big or too small for consideration, we feel that the majority of
pricing inefficiencies exist in the small- and mid-cap markets. We typically
seek undervalued firms or stocks whose superior prospects are not properly
reflected in its stock price.

Contact us today to do to provide you an evaluation of your financial plan.




KERR FINANCIAL PLANNING NEWS


November 19, 2024/by jkerr


LOST MOMENTUM, POWELL SPEAKS, DO YOU NEED HELP? | NOV 15 UPDATE

https://www.youtube.com/watch?v=11ZA1m_s0Hk

November 19, 2024/by jkerr


CPI NUMBER, INFLATION IN OUR LIVES, CHANGING YOUR INVESTMENTS | NOV 13 UPDATE


October 4, 2024/by jkerr


SEPT JOBS DATA – SURPRISING REVISIONS, WHAT DOES THIS MEAN?, INVESTMENT
FLEXIBILITY | OCT 4 UPDATE


September 27, 2024/by jkerr


PCE DATA, 50 BASIS PT CUT?, CHINA’S STOCK MKT JUMPS | SEP 27 MARKET UPDATE


September 24, 2024/by jkerr


THE FED CUTS ARE PRICED IN, WHY IS THE FED CUTTING?, DOLLAR WEAKNESS – MIGHT
LEAVE A MARK | SEP 20


September 24, 2024/by jkerr


FED BEGINS CUTTING, DISAGREEMENT ON CUT, 1% OF CUTS BEFORE YEAR END, DANGER
ZONE? | SEP 18 UPDATE


September 24, 2024/by jkerr


FED UP TO BAT, DEBATE OVER 25 OR 50 BASIS POINTS, STOCK MARKET LEADERS
STRUGGLING | SEP 16 UPDATE




CONTACT US

KERR FINANCIAL
45 LEWIS ST.
LACKAWANNA RR STATION
BINGHAMTON NY, 13901



T: 607-231-6330



F: 607-722-8320



E: JKERR@KERRFINANCIAL.COM

 

Kildare Asset Management is a registered investment advisor (RIA).  Founded in
2007, Kildare Asset Management is a fee-based approach and charges a percentage
of the investment assets managed.  Kildare Asset Management is the advisory
organization that works with the Kerr Financial Group.  Please contact us for a
copy of our regulatory filings.

Kerr Financial Group provides marketing and administrative services for Kildare
Asset Management but does not provide any other services or investment advice of
any kind.


CONTACT US

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