Member Since March 2024
Skills
About
I am Chief Investment Officer of Nixon Peabody Trust Company. I oversee the company's investment process, research activities and portfolio strategy. I previously was the managing director and chief investment officer of TFC Financial Management. Earlier in my career, I was head of asset allocation at Charles Schwab Investment Management and managed international equity portfolios for Montgomery Asset Management. I am a board member for the Cambridge Community Foundation, Lown Institute and Wealthramp; I am also on the board of advisors for the Brandeis International Business School and is an independent trustee for Green Century Funds.
Daniel Kern
Published content
expert panel
Don’t wait until you’re no longer working to determine where your new income will come from. One of the biggest questions on the minds of soon-to-be retirees is, “Will I have enough money to live on when I retire?” Leaving the workforce and finally gaining back all your time for rest and relaxation is an exciting prospect, but being unsure about where your money will come from and what you will live off of can quickly turn a blessing into a nightmare. Whether you’ve been saving for retirement for years or you’ve only recently started, the uncertainty around whether or not you will have enough money to sustain you throughout the rest of your life can be truly terrifying, causing some people to delay retirement for longer than they’d like or to keep working well into their elderly years just to have the certainty of a regular income. But according to the financial experts of Kiplinger Advisor Collective, taking the time to craft a plan for your retirement income can help ease — or even eliminate — those fears. Here, they each share their top piece of advice for creating a retirement income strategy that works and explain how having a well-thought-out plan will help give you peace of mind.
article
Investors should resist the impulse to make major changes solely in response to the latest polls or policy pronouncements.
expert panel
Learning what not to do can put you on a better path to success. In finance, there are all sorts of best practices that can help you build wealth and gain confidence with money. However, for every best practice, there is an equal number of bad practices that can derail your progress or even completely jeopardize your future success. And while failing to build a budget or letting ‘lifestyle creep’ take hold may not seem like they will have a major effect on your finances, it’s often the small mistakes that can lead to big trouble down the line. As leaders in the financial industry, the members of Kiplinger Advisor Collective are familiar with the kinds of mistakes that can negatively impact a person’s overall success with money. Here, they each share one financial “don’t” (or mistake) they always advise their clients to avoid, why and the impact it can have on their future.
article
Jun 20, 2024
What separates the best investors from the rest?
Company details
Nixon Peabody Trust Company
Company bio
Nixon Peabody Trust Company is part of Nixon Peabody, which is one of the world's leading law firms. Our roots as a trusted investment partner go back to the mid-19th century. The firm is based in Boston MA with clients globally, with $3.75 Billion in Assets Under Administration and 65 investment professionals between the trust business and the private client team.