Daniel Kern, CFA®, CFP®
Daniel S. Kern, CFA®, CFP®, chief investment officer of Nixon Peabody Trust Company, is responsible for overseeing the firm’s investment process, research activities and portfolio strategy. He previously was the managing director and chief investment officer of TFC Financial Management. Earlier in his career, Dan was head of asset allocation at Charles Schwab Investment Management and managed global and international equity portfolios for Montgomery Asset Management. He is a contributor to TheStreet.com and ThinkAdvisor.com and a regular guest on Bloomberg’s Baystate Business and TD Ameritrade Network.
Website: nixonpeabodytrustcompany.com | LinkedIn: www.linkedin.com/in/danielstevenkern
Latest articles by Daniel Kern, CFA®, CFP®
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Lessons Learned From Three Decades of Investing
What separates the best investors from the rest?
By Daniel Kern, CFA®, CFP® Published
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Five Questions (and Answers) for Long-Term Investors
Inflation issues, the climate transition, the U.S. credit downgrade, AI hype and the outlooks in Europe and China are weighing on investors.
By Daniel Kern, CFA®, CFP® Published
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To Address Inflation, Consider Four Portfolio Adjustments
Thanks to changing demographics and disruptions in the supply chain because of climate change, inflation could be an ongoing issue.
By Daniel Kern, CFA®, CFP® Published
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5 Investment Resolutions to Make for 2023
From venturing out of your comfort zone to taking an objective look at your portfolio, now is a great time to develop some new, financially healthy habits.
By Daniel Kern, CFA®, CFP® Published
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5 Survival Tips for the Bear Market
It’s been a painful year for investors, but focusing on the long term and implementing constructive actions can help weather the turbulence.
By Daniel Kern, CFA®, CFP® Last updated
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3 Investing Truths to Live By (Right Now and Always)
investing With the volatility we’ve seen in today’s bear market, many investors are feeling the urge to time the market. Here’s why that is a mistake and what you should keep in mind instead.
By Daniel Kern, CFA®, CFP® Published
investing