Kent Investment Counseling

Providing unique service with clarity and vision

Kent Investment Consulting, LLC was organized in 2007 by Stephen K. Kent, Jr., CFA,CIC following his retirement after a career spanning almost five decades.  During this period, Steve developed a well-earned reputation as a clear, independent    thinker who brought reason and good judgment to the analysis of the economy and the capital markets.  His present consulting practice serves the varying needs of high net worth investors, financial planners, investment managers, and attorneys and accountants.

The services offered cover an unusually broad range and are fully explained in separate sections devoted to each group of prospective clients.  Please review the appropriate materials found in "About Us" and/or contact Steve directly to discuss your area of interest.
Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

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