Kennon-Green & Co. Fiduciary Financial Advisor, Wealth Management, Global Value Investing


Thinking About What the Next 40 or 50 Years Look Like

In recent weeks, Aaron and I have come to realize our life is in the middle of another major transition; one so large and transformative that we have come to call it the “Second Founding” as a shorthand to describe the complete overall that is in the midst of unfolding. It’s quick. It’s efficient. We both know what we mean when we say it. In a sense, it feels very much not like we are starting another chapter, but, rather, another book.

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Ohio Just Created a Tax-Favored Home Purchasing Savings Account Called the Ohio Homeownership Savings Account

Buried thousands of pages within its newly-enacted buget, the State of Ohio just quietly created a new Ohio Homeownership Savings Account program that allows individuals and married couples in the Buckeye State to take a tax deduction in exchange for saving for the purchase of a house. I think this could be the start of something interesting, especially if it takes off across other states and/or the Federal government.

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Kennon-Green & Co. Recently Grew to More than $105 Million Under Management and Is Relocating to an Expanded Office at 520 Newport Center Drive in Newport Beach, California

Fueled by a combination of reinvested profits (realized and unrealized gains, dividends, and interest), net client contributions, and new private client relationships, our wealth management business has recently found itself entrusted with more than $105 million in capital. This growth, combined with having a new baby and my desire to be able to walk to work in a matter of minutes, has resulted in an acceleration of our plans. Therefore, effective September 1st, 2021, Kennon-Green & Co. will be headquartered at one of the most beautiful buildings in the United States.

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We Are Dads! Our First Child, Dorian Alexander Kennon-Green, Was Born!

Aaron and I are ecstatic to share with you that our son, Dorian Alexander Kennon-Green, was born in mid-April. After a gestational surrogacy journey that began several years ago, it all paid off when he came into the world in perfect health, weighing 7 lbs. 5 ounces. As I have told friends and family, he was born with a head full of hair, and, to our great fortune and blessing, a temperament that is sweet and patient. It has been one of the great joys of our lives to get to know him.

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Let’s Talk About the GameStop Short Squeeze

The news has been filled with stories about GameStop and other stocks with high “short” interests being squeezed in recent weeks so there is no point in me rehashing the specifics. There is a lot I could cover about the actual procedure for how trades settle, how short squeezes happen, who is innocent and guilty, and a host of other relevant topics. Enough ink has been spilled, digital and print, that I’m going to focus on the bigger picture, instead. This whole situation is not good.

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Happy New Year! A Look Inside Our Life as We Set Out to Make 2021 Incredible!

As I write this message, it is January 2nd, 2021.  Today marks the second day of the new year, the thirteenth day since the start of winter, and the 13,987th day of my life.  The holiday weekend afforded me something I haven’t had in a long time: a moment of respite as much of the world shut down for celebration. Well-rested, I’m ready to jump into the New Year. Here is an inside look at some of the things going on in our home and business as we gear up for a post-pandemic world.

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