KM Capital Group

10/14/2026

📈 From economic reports to market-moving news, a lot can happen in a week. Explore the latest insights and analysis from LPL Research in this week's market commentary.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

10/12/2026

For many families, the goal isn't just building wealth. It's helping future generations benefit from it.

Whether it's helping with education costs, a first home, or other major life milestones, thoughtful planning can make a meaningful difference. Explore several gifting and wealth transfer considerations that may help families leave a lasting impact.

Dive into the full article. 📘

For parents saving for their children, the tax rules are often more generous—and more flexible—than many people realize. Here are some answers to common questions about such giving.

10/08/2026

🎉 Congratulations to Justin Hemery on successfully completing the FINRA Series 7 exam!

Justin joined KM Capital Group in 2026 as an Investment Assistant, supporting the firm's advisors across financial planning, investment research, and client service. A graduate of Elon University with a degree in finance, he brings a strong analytical foundation and a commitment to helping deliver thoughtful, personalized guidance.

We're proud to celebrate this important professional milestone and look forward to his continued growth with the team. Congratulations, Justin!

10/07/2026

📈 Markets can shift quickly, but staying informed can help provide valuable perspective.

This week's commentary highlights key economic updates, market trends, and insights investors may want to keep on their radar.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

10/05/2026

What separates businesses that last for generations from those that don't?

This article explores key lessons on leadership, reputation, succession, and long-term stewardship through the lens of a third-generation family business.

Dive into the full article. 📘

Family businesses are not signs of limited ambition but represent the extraordinary challenge of stewarding something meaningful that extends beyond oneself.

10/01/2026

💡 Inheriting assets can come with important financial decisions.

From probate and taxes to inherited investments and real estate, understanding the process can help beneficiaries feel more confident about their next steps.

Learn more in our latest article.

As a beneficiary, understanding what inheriting truly means and how to navigate the process is crucial. This guide provides beneficiaries with the necessary information to help them make informed decisions when dealing with inheritance matters.

09/30/2026

Cutting through market noise starts with perspective. Here's this week's recap of the key trends, data, and developments investors are watching.

Review the latest insights below.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

09/28/2026

According to Goldman Sachs, only 12% of family businesses remain under family control by the third generation.

As businesses grow and families expand, ownership, leadership, and legacy become increasingly complex.

Learn why many families struggle with succession planning and what can help position a business for long-term success.

Read more below.

Succession and ownership decisions should be measured by long-term success—not just continued family control. For many family businesses, evolving ownership, leadership, or capital structure may best support both the enterprise and the family.

09/09/2026

What can investors learn from Warren Buffett's decades of success?

From investing in what you understand to focusing on long-term value, his approach offers timeless lessons for navigating today's market environment.

Click below to read more. ⬇️

Buffett’s value investing philosophy shows that you don’t need complex formulas or rapid trades to build wealth.

09/07/2026

Wishing you a Happy Labor Day!

As we celebrate the holiday, we hope you have the opportunity to relax, recharge, and enjoy time with those who matter most.

Thank you to the hardworking individuals who help keep our communities strong every day.