Kemp Capital Advisors

07/17/2026

We often meet women in transition.
Navigating finances after a loss, a divorce, or simply stepping into decisions that were previously shared.
Clarity doesn’t happen overnight. Having someone walk through it step by step can make a difference. https://www.kempcapitaladvisors.com/contact

07/15/2026

Trump Accounts may be getting attention for newborns, but families with older children may want to take a closer look too. This article breaks down how these accounts could fit into a broader savings strategy, including potential tax-free growth and future Roth conversion considerations.
As with any planning opportunity, the value often depends on your family’s timeline, goals, and overall financial picture. If you’re thinking through college savings, long-term investing, or how to give your child a stronger financial foundation, reach out.

Trump Accounts aren't just for newborns. Learn how older kids, tax-free growth, and Roth conversions make these accounts worth a second look for every family.

07/13/2026

The weekly market commentary is now live on our website! Read the latest insights: https://www.kempcapitaladvisors.com/weekly-market-commentary

This week's Weekly Market Commentary discusses how the first half of 2026 challenged expectations for falling inflation, lower interest rates, and declining Treasury yields, as investors navigated a Fed leadership change, a geopolitical shock that drove oil prices and yields higher, and an AI-driven...

07/10/2026

A good place to start with estate planning is simple.
Know what you have.
That includes real estate, investment accounts, retirement assets, and even digital accounts, and where those records are kept.
Without that clarity, it’s difficult to make informed decisions. This article breaks that process down: https://www.kempcapitaladvisors.com/blog/estate-planning-made-simple-choosing-between-a-will-and-a-trust

07/10/2026

We're sharing LPL Research’s 2026 Midyear Outlook — a perspective on how policy,
AI, and global events are shaping markets right now.
Take a look and let us know what stands out to you: https://www.kempcapitaladvisors.com/midyear-outlook-2026

07/08/2026

This article highlights a common misconception: many people put off estate planning because they think it's something to address later in life. In reality, having a plan in place is one of the most important steps you can take at any stage.

If you've been meaning to get organized, our Estate Planning Checklist is a great place to start: https://www.kempcapitaladvisors.com/estate-planning-checklist

Noelle McEntee wants to make estate planning easier and more inclusive – and she has some notes on what most people get wrong.

07/04/2026

Kemp Capital Advisors wishes you a fun and safe Fourth of July.
We look forward to speaking with you soon.

07/03/2026

Most estate plans look complete on paper. But in practice, details like beneficiary designations, account structure, and documentation tend to determine how smoothly things actually transfer.

Creating a clear inventory of assets and reviewing who receives what, and how, is often where planning becomes more effective. With Wealth.com, we help clients review these details in one place, bringing clarity to decisions that are often handled separately.

We also walk through a few practical steps here:

https://www.kempcapitaladvisors.com/blog/estate-planning-made-simple-choosing-between-a-will-and-a-trust

07/01/2026

This article looks at a few family trusts that are no longer commonly used in today’s planning conversations. While some strategies may fall out of favor over time, the bigger takeaway remains the same: your estate plan should be reviewed, organized, and aligned with your current goals. Looking for a helpful place to start? Download our Estate Planning Checklist to begin identifying what you have in place, what may need attention, and what conversations may be worth having next: https://www.kempcapitaladvisors.com/estate-planning-checklist

There are a number of family trusts that estate planners generally no longer use, either because they have lost certain tax benefits or because they are simply no longer a favored method of gifting. These trusts include the Clifford trust, the pot trust, and the Crown trust.

06/30/2026

The weekly market commentary is now live on our website! Read the latest insights: https://www.kempcapitaladvisors.com/weekly-market-commentary

This week’s Weekly Market Commentary discusses the strong second-quarter rally, highlighted by the S&P 500 gaining 12.6% and both the Nasdaq-100 and Russell 2000 rising over 20%, as equities trended steadily higher. It also examines whether recent momentum and major events like SpaceX’s IPO sign...