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.

Risk Tolerance

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

Taxable Equivalent Yield

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

Estate Taxes

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Leaving Your Job? Put an IRA to Work

The way in which you handle your retirement plan assets when leaving a company is an important decision that could affect your retirement savings considerably.

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

An Estate is a Terrible Thing to Waste

A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

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