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We are a Fiduciary advisor based in Burbank-Toluca Lake California. We specialize in Prudent Investment Management of Financial Portfolios and Financial Planning services for Private Holdings Clients, Business Owners and Retirement Plan Investors. Kensington A.M.I. offers clients more than a generation of financial planning knowledge, expert investment management and economic insight.
Kensington A.M.I. founder and Chief Investment Officer Benjamin Lupu CFP
has served selected investors and retirement plan clients for more than 30 years. As a Fiduciary advisor, we emphasize investment prudence, risk control, highest quality asset selection and most of all, positive client experience.
We are a FEE ONLY advisor
We also give clients a positive emotional and human experience, as well as a preferred financial outcome.
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Dividend Dilemma? Fuhgeddaboudit
Warning: Some simple math is included in this article. Up until last year, there was no dividend dilemma. Cash in bank deposits and money market funds paid around zero, and dividends on common stocks paid between 2% and 4%, and in some cases more. Slam dunk, dividends...