The Kennedy & McDonough Investment Group

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Market analysis & commentary

Global Insight Weekly

A concise weekly summary of the major economic events around the world and their impacts on the financial markets.
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Monthly Scorecard

A practical overview of the important issues dominating the equity markets, including key figures and commentary on potential implications for investors.
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Municipal Market Insight

A monthly publication providing timely and focused analysis on current developments in the municipal bond market.
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The Kennedy & McDonough Investment Group

With over 75 years of combined experience, we help individuals and institutions create, preserve, and transfer wealth. Our core services include investment management, retirement planning, trust & estate planning, credit solutions, asset management, and institutional services.

Latest Insights

Tapping the brakes on the equity rally: Q3/Q4 challenges ahead

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

Dan Kennedy is currently registered to conduct business with residents of the following states: CA, CO, CT, FL, IL, MA, MD, ME, MN, NC, NH, NJ, NV, NY, OH, OK, PA, RI, TX, VA, VT, WI.

Dan Kennedy, NMLS # 1744949, and Christopher Kennedy, NMLS # 1896862 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Paul McDonough is currently registered to conduct business with residents of the following states: AL, CA, CO, CT, FL, GA, ID, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, RI, TX, VA, VT, WI, WY.

, Dan Kennedy, NMLS # 1744949, and Christopher Kennedy, NMLS # 1896862 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Christopher Kennedy is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, DE, FL, GA, ID, IL, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WI.

, Dan Kennedy, NMLS # 1744949, and Christopher Kennedy, NMLS # 1896862 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The Kennedy & McDonough Investment Group

Phone: 401-457-1900
Toll-Free: 1-800-255-1530

Dan Kennedy, AWM

First Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 401-457-1970

Paul McDonough, CFP®, CPA*, CPFA®

Senior Vice President - Financial Advisor,
Portfolio Director Group

Phone: 401-457-1934

Christopher Kennedy

Financial Advisor

Phone: 401-457-1971