Entries by Kevin Manzo

Stress Testing Your Portfolio

2007 was a landmark year as the 9th of October marked the peak of the stock market (Dow Jones). Crunchy leaves weren’t the only thing beginning to fall in October, though. This time also marked the beginning of a significant decline. Backtrack a few years to 2001. Following 9/11, the U.S. stock market experienced a […]

Make the Future a Reality as an Innovative Investor

Self-driving cars, personal gene mapping, smart robots; these are all things of the future, things that our parents couldn’t even imagine when they were children. But now they are becoming a reality. Today’s visionaries are bringing the future into the present. Luckily for you, you don’t have to be a scientist or inventor to be […]

ARK Wins Two ETF.com Awards

As your advisor I am constantly researching ways to grow your money. You won’t see me hosting seminars or steak dinners. I started in the wealth management business from the portfolio management side, so I know how the sauce is made. I am always focused on ways to adapt and innovate for my clients. Former […]

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3D Printing: The Future Of Manufacturing

Though it took several decades to really catch on, once factories switched from steam power to electrical power, the manufacturing world exploded. Productivity improved, wages improved, and the entire manufacturing landscape was changed for the better. Wouldn’t it have been awesome to have been an investor who got into electricity before everything boomed? It’s too […]


What I Do and How I Can Help

For most people, it’s hard to find the time and resources to build and manage their assets confidently. It can be even harder to know how to integrate your family’s values and wealth management goals into your portfolio and financial strategies and stay on track for the long-term. With more than 12 years of experience […]


Why I Became a Financial Advisor

I’m a firm believer that so much in life is learned in the journey. I’ve experienced this myself throughout my career as a financial advisor, and I’ve seen it occur in many of my clients’ lives. My financial advisor journey started when I graduated from college. While I didn’t know exactly where my finance degree […]