# KAR - Kayne Anderson Rudnick --- ## Pages - [INSIGHTS DATA EXPORT](https://kayne.com/insights-data-export/) - [#HERstory: Celebrating Women’s History Month 2025](https://kayne.com/herstory2025/) - [What We Believe](https://kayne.com/what-we-believe/) - [#HERstory: Celebrating Women’s History Month 2024](https://kayne.com/herstory2024/) - [#HERstory: Celebrating Women’s History Month 2023](https://kayne.com/herstory2023/) - [Disclosure](https://kayne.com/disclosure/) - [Home (2020)](https://kayne.com/) - [Contact (2020)](https://kayne.com/contact/) --- --- ## News - [Kayne Anderson Rudnick Applauds Four Advisors Named to AdvisorHub’s 'Advisors to Watch' List](https://kayne.com/news/advisor-hub-advisors-to-watch-2025/) - [Stephen Rigali Named to Los Angeles Business Journal’s 2025 LA500 List](https://kayne.com/news/labj-la500-2025/) - [KAR Recognized as a 2025 InvestmentNews 5-Star Wealth Management Team](https://kayne.com/news/investmentnews-5-star-wealth-management-2025/) - [Engaging the Next Generation of Investors](https://kayne.com/news/barrons-advisor-march-20-2025/) - [KAR Wealth Advisors Named Among Leaders of Influence by the Los Angeles Business Journal for 2025](https://kayne.com/news/bridget-costello-and-darnel-bentz-named-2025-leaders-of-influence/) - [Three KAR Wealth Advisors Named to Forbes 2025 Best-in-State Wealth Advisors List](https://kayne.com/news/spuds-powell-tom-connaghan-kevin-oregan-2025-forbes-best-in-state/) - [Mid-Cap Stocks Offer Portfolio Security and Diversification Potential](https://kayne.com/news/mid-cap-stocks-offer-portfolio-security-february-21-2025/) - [S&P 500 Suffers Worst Drop Since COVID as Tariffs Rattle Traders](https://kayne.com/news/the-japan-times-april-4-2025/) - [Virtus KAR Small-Cap Core Fund awarded 2025 LSEG Lipper Fund Award (U.S.)](https://kayne.com/news/small-cap-core-lipper-fund-award-2025-us/) - [Spuds Powell, Darnel Bentz and Dustin Gale Recognized as 2025 ‘Banking and Finance Visionaries’](https://kayne.com/news/2025-visionaries-latimes/) - [S&P 500 Lags Europe Most Since 2022](https://kayne.com/news/bloomberg-news-february-28-2025/) - [KAR Awarded Top Guns Designation for 2024](https://kayne.com/news/kar-awarded-top-guns-designation-for-2024/) - [Silicon Valley Special: Wealth Managers Weigh in on Working with Tech Executives](https://kayne.com/news/investment-news-silicon-valley-special-february-4-2025/) - [2025 Highlights the Necessity of Risk Management](https://kayne.com/news/wealthmanagement-2025-highlights-the-necessity-of-risk-management-december-23-2024/) - [Tax Planning Shifts After Election](https://kayne.com/news/tax-planning-shifts-after-election-november-20-2024/) - [Steady Growth Through Quality, Focus, and Trust: Kayne Anderson Rudnick’s Distinct Financial Approach](https://kayne.com/news/los-angeles-business-journal-stephen-rigali-kar-organic-growth-december-9-2024/) - [Senior Wealth Advisor Randy Allen Named Orange County 2024 Banking & Finance Visionary](https://kayne.com/news/la-times-b2b-publishing-orange-county-visionaries-2024/) - [KAR Senior Wealth Advisors Named Five Star Wealth Managers 2024](https://kayne.com/news/kar-senior-wealth-advisors-named-five-star-wealth-managers-2024/) - [Investors Split Over Prabowo Nephew’s Job at Finance Ministry](https://kayne.com/news/bloomberg-yahoo-finance-july-18-2024/) - [Stocks Look to Extend Record Run Ahead of Tech Earnings, Election](https://kayne.com/news/wsj-october-27-2024/) - [Anxious About the Election, Call Your Broker](https://kayne.com/news/anxious-about-the-election-call-your-broker-forbes-november-3-2024/) - [It’s Election Day, and Investors Have the Jitters. How to Stay Calm.](https://kayne.com/news/its-election-day-2024-marketwatch-barrons-november-5-2024/) - [Kayne Anderson Rudnick Recognized as a Forbes Top RIA Firm For Third Consecutive Year](https://kayne.com/news/kar-ranked-forbes-top-ria-2024/) - [Kayne Anderson Rudnick Earns #3 Ranking on Barron’s Top Independent Advisor List](https://kayne.com/news/kar-ranked-as-barrons-top-independent-advisor-for-2024/) - [KAR Talks Thematic Quality with The Wall Street Transcript](https://kayne.com/news/the-wall-street-transcrip-thematic-quality-july-18-2024/) - [Diversification May Be the Key to Perseverance in Challenging Markets](https://kayne.com/news/wealthmanagement-mid-year-outlook-08-2024/) - [Helping Client Separate Political Emotions from Investment Decisions](https://kayne.com/news/investment-news-separate-political-emotions-from-investment-decisions-august-1-2024/) - [As Political Debates Heat Up, Advisors Try to Focus on Portfolios](https://kayne.com/news/fa-magazine-political-debates-heat-up-advisors-focus-on-portfolios-june-26-2024/) - [Traders Game Plan What Biden’s Exit Spells for Global Markets](https://kayne.com/news/traders-game-plan-biden-exit-july-21-2024/) - [KAR Recognized by AdvisorHub with Three ‘Advisors to Watch’](https://kayne.com/news/advisor-hub-advisors-to-watch-2024/) - [Institutional Investors in ESG are Starting to Demand that Asset Managers Perform More Granular Research](https://kayne.com/news/pensions-and-investments-esg-investors-demand-granular-research-may-24-2024/) - [Should Investors Lock in Yields Before Rate Cuts?](https://kayne.com/news/should-investors-lock-in-yields-before-rate-cuts-may-23-2024/) - [Barron's Best Fund Families 2023](https://kayne.com/news/barrons-best-fund-families-2023/) - [Small Cap Stocks Have Been Outperforming](https://kayne.com/news/small-cap-stocks-have-been-outperforming-march-28-2024/) - [Clients Want in on Private Markets](https://kayne.com/news/clients-want-in-on-private-markets-march-21-2024/) - [KAR Small Cap Quality Select Strategy Named Top Performing Strategy for 2023](https://kayne.com/news/top-performing-strategies-2023-pensions-and-investments-march-5-2024/) - [How to Invest in the Future of AI](https://kayne.com/news/how-to-invest-in-the-future-of-ai-cio-magazine-april-1-2024/) - [Tom Connaghan and Spuds Powell Named 2024 “Best-in-State Wealth Advisors” by Forbes](https://kayne.com/news/spuds-powell-tom-connaghan-2024-forbes-best-in-state/) - [Helping Retirees Get Their Charitable Giving Right](https://kayne.com/news/helping-retirees-get-their-charitable-giving-right-february-27-2024/) - [E-Commerce, Enterprise Software Positioned to Reaccelerate Growth](https://kayne.com/news/the-wall-street-transcript-january-8-2024/) - [KAR Small Cap Growth Fund ranked #2 on Top 20 Small Cap Funds of the Decade List](https://kayne.com/news/small-cap-growth-fund-top-funds-of-the-decade-2024/) - [Spuds Powell, Darnel Bentz and Dustin Gale Recognized as 2024 ‘Banking and Finance Visionaries’](https://kayne.com/news/2024-visionaries-la-times/) - [KAR Awarded Top Guns Designation for 2023](https://kayne.com/news/psn-top-guns-designation-2023/) - [Virtus KAR Global Small-Cap Fund awarded 2024 LSEG Lipper Fund Award](https://kayne.com/news/global-small-cap-lipper-fund-award-2024/) - [Darnel Bentz Recognized as Top Advisor by InvestmentNews](https://kayne.com/news/investment-news-2024-top-advisors-darnel-bentz/) - [What's in Store for Fixed Income in 2024?](https://kayne.com/news/citywire-special-reports-2024-outlook/) - [2024’s Uncertain Outlook Calls for Active Management](https://kayne.com/news/wealth-management-2024-market-outlook/) - [2023 End of Year Tax Moves](https://kayne.com/news/2023-end-of-year-tax-moves-financial-advisor-magazine-october-23-2023/) - [Weak Companies' Low-Yielding Bonds Set to Hit Maturity Wall](https://kayne.com/news/cio-magazine-weak-companies-set-to-hit-maturity-wall-november-15-2023/) - [Chief Market Strategist Julie Biel Quoted in The Wall Street Journal](https://kayne.com/news/wall-street-journal-stocks-rise-for-fourth-consecutive-week-november-24-2023/) - [Preparing for the Return of the Alternative Minimum Tax](https://kayne.com/news/alternative-minimum-tax-financial-advisor-december-11-2023/) - [Why Private Credit is So Darn Popular](https://kayne.com/news/why-private-credit-is-so-darn-popular-cio-magazine-december-1-2023/) - [How to Ensure Trusts Hold Up to IRS Scrutiny](https://kayne.com/news/how-to-ensure-trusts-hold-up-to-irs-scrutiny-fa-magazine-november-13-2023/) - [Helping 'Millionaires Next Door' Build Their Assets](https://kayne.com/news/think-advisor-dustin-gale-millionaires-next-door-november-2-2023/) - [KAR Wealth Advisors Ranked #8 Top RIA by Forbes](https://kayne.com/news/kar-ranked-forbes-top-ria-2023/) - [Financial Professionals Offer Their Tips for Acing the CFP Exam](https://kayne.com/news/barrons-the-big-q-october-19-2023/) - [Kevin O'Regan Weighs in on the Importance of Planning for the End of the TCJA.](https://kayne.com/news/kevin-oregan-wsj-tax-moves-to-consider-now-october-4-2023/) - [Assessing the Optimal Bond Market Allocation](https://kayne.com/news/andrew-grant-citywire-in-focus-bond-market-summer-2023/) - [KAR ranked #5 on Barron’s Top 100 Independent Advisors for 2023](https://kayne.com/news/kar-ranked-as-barrons-top-independent-advisor-for-2023/) - [Julie Biel Quoted in The Wall Street Journal](https://kayne.com/news/julie-biel-the-trade-tech-is-showing-cracks-wall-street-journal-september-17-2023/) - [Andrew Grant Quoted in The Wall Street Journal](https://kayne.com/news/andrew-grant-rising-bond-yields-interest-rate-worries-wall-street-journal-september-21-2023/) - [Senior Wealth Advisor Brian Chang Named 2023 40 Under 40 Honoree](https://kayne.com/news/brian-chang-named-2023-40-under-40-honoree/) - [Kevin O'Regan Ranked on Forbes 'Top Next-Gen Wealth Advisors Best-In-State' List](https://kayne.com/news/kevin-oregan-ranked-on-forbes-next-gen-wealth-advisor-august-2023/) - [Time is One of the Most Valuable Assets When it Comes to Tax Planning](https://kayne.com/news/plan-now-for-2026-tax-law-sunset/) - [Wealth Advisor Tyler Sterk Quoted in Financial Advisor Magazine](https://kayne.com/news/wealth-advisor-tyler-sterk-quoted-in-financial-advisor-magazine/) - [Ranked Among America's Top RIAs](https://kayne.com/news/financial-advisor-top-ria-2023/) - [Should You Delay Taking Social Security?](https://kayne.com/news/should-you-delay-taking-social-security/) - [Are HSAs a Good Retirement Savings Tool?](https://kayne.com/news/are-hsas-a-good-retirement-savings-tool/) - [Sam Waltman Recognized as 'Fast Growing Advisor to Watch'](https://kayne.com/news/sam-waltman-advisor-hub-200-fast-growing-advisors-to-watch-2023/) - [Revenue Ruling 2023-02](https://kayne.com/news/revenue-ruling-2023-02/) - [Senior Wealth Advisor Sam Waltman Stresses the Importance of Listening When Working with Couples](https://kayne.com/news/couples-at-odds-on-financial-decisions/) - [Preparing Now for Looming Estate Tax Changes Set for 2026](https://kayne.com/news/preparing-now-for-looming-estate-tax-changes-set-for-2026/) - [KAR Senior Wealth Advisors Named Five Star Wealth Managers 2023 | KAR](https://kayne.com/news/kar-senior-wealth-advisors-named-five-star-wealth-managers-kar-2023/) - [Spuds Powell, Darnel Bentz and Dustin Gale recognized as “2023 Visionaries: Leaders in Banking and Finance”](https://kayne.com/news/2023-visionaries-labj/) - [Tax Changes Are Going Into Effect in 2026. How Can You Prepare Now?](https://kayne.com/news/tax-changes-are-going-into-effect-in-2026/) - [Preparing for the Unexpected - The Importance of Having Cash on Hand](https://kayne.com/news/preparing-for-the-unexpected-the-importance-of-having-cash-on-hand/) - [Tom Connaghan and Spuds Powell Named 2023 Best in State Wealth Advisor by Forbes](https://kayne.com/news/tom-connaghan-and-spuds-powell-named-2023-best-in-state-wealth-advisor-by-forbes/) - [Bridget Costello and Dustin Gale Named 2023 Leaders of Influence by the Los Angeles Business Journal](https://kayne.com/news/bridget-costello-and-dustin-gale-named-2023-leaders-of-influence/) - [Spuds Powell Ranked #3 U.S. Financial Advisor in California](https://kayne.com/news/barrons-2023-top-1200-u-s-financial-advisors/) - [Grace Apuy profiled in San Francisco Business Times special edition of People on the Move](https://kayne.com/news/grace-apuy-profiled-in-san-francisco-business-times/) - [Sam Waltman Quoted in Financial Advisor Magazine Article on Financial Planning for Couples](https://kayne.com/news/financial-planning-for-couples/) - [KAR Awarded Top Guns Designation for 2022 by Informa Financial Intelligence](https://kayne.com/news/kar-awarded-top-guns-designation-for-2022-by-informa-financial-intelligence/) - [Tax-Loss Harvesting as a Year Long Practice](https://kayne.com/news/tax-loss-harvesting/) - [Spuds Powell answers 'The Big Q' in Barron's Advisor](https://kayne.com/news/financial-advisors-share-the-big-mistakes-investors-can-make/) - [Preparing for the 2026 Sunsetting of Tax Reforms](https://kayne.com/news/preparing-for-the-2026-sunsetting-of-tax-reforms/) - [Avoiding a Messy Divorce](https://kayne.com/news/avoiding-a-messy-divorce/) - [Comparing Money Market vs. Savings Accounts](https://kayne.com/news/comparing-money-market-vs-savings-accounts/) - [Pensions & Investments Global Outlook 2023](https://kayne.com/news/pensions-investments-global-outlook-2023/) - [Thomas Pontius, Financial Planner, Quoted in Financial Advisor Magazine](https://kayne.com/news/how-to-plan-for-taxes-with-a-divided-congress/) - [2023 Market Outlook Wealth Management | KAR](https://kayne.com/news/2023-market-outlook-wealth-management-kar/) - [The Secret to Strong Organic Growth](https://kayne.com/news/the-secret-to-strong-organic-growth/) - [Inflation Cools Again](https://kayne.com/news/inflation-cools-again/) - [Will this Decade Be a Downer for the Stock Market?](https://kayne.com/news/will-this-decade-be-a-downer-for-the-stock-market/) - [Interest Rates Are Up, What Should You Do With Cash?](https://kayne.com/news/interest-rates-are-up-what-should-you-do-with-cash/) - [How to Take Advantage of Higher Tax Brackets, Deductions](https://kayne.com/news/how-to-take-advantage-of-higher-tax-brackets-deductions/) - [KAR Ranked #2 on Forbes Inaugural Top RIA List 2022](https://kayne.com/news/kar-ranked-2-on-forbes-inaugural-top-ria-list-2022/) - [Investing and a Team Approach – the KAR Model](https://kayne.com/news/investing-and-a-team-approach-the-kar-model/) - [Julie Biel Quoted in Bloomberg Asia](https://kayne.com/news/julie-biel-quoted-in-bloomberg-asia/) - [Senior Wealth Advisor Brian Chang Quoted in Financial Advisor Magazine](https://kayne.com/news/senior-wealth-advisor-brian-chang-quoted-in-financial-advisor-magazine/) - [How to Build an Emergency Savings Fund During an Era of Inflation](https://kayne.com/news/how-to-build-an-emergency-savings-fund-during-an-era-of-inflation/) - [KAR Senior Wealth Advisors Named Orange County Visionaries](https://kayne.com/news/kar-senior-wealth-advisors-named-orange-county-visionaries/) ---