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Looking ahead to 2024, we approach the year with cautious optimism. Our commitment to our clients financial well-being remains steadfast, and we are dedicated to helping you achieve your investment goals.

We are thrilled to announce an upcoming webinar that promises to be both insightful and invaluable for individuals, families, and businesses alike. Kimelman & Baird proudly presents a webinar on ‘Personal Security from All Angles’ featuring esteemed guest speaker Gary Rossi, Head of the Personal Security Insights Program at Fidelity Investments.

From a financial planning perspective, it sometimes makes sense for certain individuals within certain asset classes to diversify their asset management.