# KAR - Kayne Anderson Rudnick ## Pages - [insights-migration](https://kayne.com/insights-migration/) - [news-migration](https://kayne.com/news-migration/) - [extract news data](https://kayne.com/extract-news-data/) - [extract insights data](https://kayne.com/extract-insights-data/) - [#HERstory: Celebrating Women’s History Month 2026](https://kayne.com/herstory2026/) - [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/) - [Contact (2020)](https://kayne.com/contact/) - [Home (2020)](https://kayne.com/) ## News - [Planning Beyond the IPO ](https://kayne.com/news/financial-planning-strategies-after-an-ipo/) - [A Disciplined Approach to Fixed Income Investing](https://kayne.com/news/bridget-costello-on-fixed-income-investing-barrons/) - [Gray Divorce, Retirement Planning, and Inheritance: Insights from Spuds Powell](https://kayne.com/news/gray-divorce-retirement-inheritance-planning/) - [Kayne Anderson Rudnick Celebrates Four Wealth Advisors Recognized on AdvisorHub’s 2026 Advisors to Watch List](https://kayne.com/news/kar-wealth-advisors-named-advisors-to-watch-2026/) - [Kayne Anderson Rudnick Named 2026 5-Star Wealth Management Team by InvestmentNews](https://kayne.com/news/kayne-anderson-rudnicks-investment-news-5-star-wealth-management-2026/) - [The Small Cap Rebound is Real](https://kayne.com/news/wealth-management-the-small-cap-rebound-is-real-may-12-2026/) - [Kayne Anderson Rudnick’s Thomas Pontius Named as 5-Star Financial Planner by InvestmentNews](https://kayne.com/news/thomas-pontius-5-star-financial-planner-investmentnews/) - [Andrew Grant on Positioning Private Credit in Portfolios](https://kayne.com/news/andrew-grant-citywire-private-credit-feature/) - [Six KAR Wealth Advisors Named to Forbes 2026 Best-in-State Wealth Advisors List](https://kayne.com/news/six-kar-wealth-advisors-named-to-forbes-2026-best-in-state-wealth-advisors-list/) - [ Using Tax Refunds as a Strategic Planning Opportunity](https://kayne.com/news/investmentnews-using-tax-refunds-as-a-strategic-planning-opportunity-thomas-pontius/) - [Kayne Anderson Rudnick Advisors Recognized as 2026 Banking & Finance Visionaries by LA Times Studios](https://kayne.com/news/kayne-anderson-rudnicks-advisors-recognized-2026-la-times/) - [KAR Awarded Top Guns Designation for 2025](https://kayne.com/news/kar-awarded-top-guns-designation-for-2025/) - [Kayne Anderson Rudnick’s Darnel Bentz and Bridget Costello Honored as 2026 Leaders of Influence by Los Angeles Business Journal](https://kayne.com/news/kayne-anderson-rudnicks-darnel-bentz-and-bridget-costello-honored-leaders-of-influence-labj/) - [Kayne Anderson Rudnick’s Bridget Costello and Grace Apuy Named to Forbes’ 2026 Best-In-State Women Wealth Advisors List](https://kayne.com/news/bridget-costello-grace-apuy-2026-forbes-best-in-state-women-wealth-advisors/) - [Kayne Anderson Rudnick’s Sam Waltman Recognized as a 2026 Top Advisor by InvestmentNews](https://kayne.com/news/investmentnews-2026-top-advisor/) - [How to Help Couples Solve Money Conflicts](https://kayne.com/news/investmentnews-how-to-help-couples-solve-money-conflicts/) - [Wall Street Rallies After Week Long Tech Slump](https://kayne.com/news/reuters-wall-street-gains-footing-after-week-long-tech-slump-february-6-2026/) - [What Clients Have Taught Me: 6 Reflections From a Career in Wealth Management](https://kayne.com/news/barrons-advisor-january-21-2026/) - [What Ultra-Wealthy Clients Teach Their Advisors](https://kayne.com/news/thinkadvisor-january-21-2026/) - [Appropriate Allocation and Diversification Plans Are a Must: 2026 Market Outlook](https://kayne.com/news/2026-market-outlook-wealthmanagement/) - [Kayne Anderson Rudnick’s Oren Cabir Named Next-Gen Rising Star in ThinkAdvisor’s 2025 Luminaries Awards](https://kayne.com/news/thinkadvisor-2025-luminaries-next-gen-rising-star/) - [ KAR Talks US Large Cap Value with The Wall Street Transcript](https://kayne.com/news/the-wall-street-transcript-large-cap-value-september-25/) - [Kayne Anderson Rudnick Earns #9 Spot on Forbes 2025 Top RIA Firms List](https://kayne.com/news/kar-ranked-forbes-top-ria-2025/) - [Kayne Anderson Rudnick Wealth Advisory Team Ranked #4 on Barron’s 2025 Top 100 Independent Advisors List](https://kayne.com/news/kar-ranked-as-barrons-top-independent-advisor-for-2025/) - [Seeing Through the Noise: 2025 MidYear Outlook](https://kayne.com/news/2025-midyear-outlook-wealthmanagementcom/) - [Brian Chang Named to Forbes Top Next-Gen Advisors Best-In-State List](https://kayne.com/news/forbes-next-gen-best-in-state-2025/) - [Kayne Anderson Rudnick Ranked as a Top RIA Firm in 2025](https://kayne.com/news/financial-advisor-magazine-top-ria-2025/) - [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/) - [KAR Senior Wealth Advisors Named Five Star Wealth Managers 2024](https://kayne.com/news/kar-senior-wealth-advisors-named-five-star-wealth-managers-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/) - [Stocks Look to Extend Record Run Ahead of Tech Earnings, Election](https://kayne.com/news/wsj-october-27-2024/) - [Investors Split Over Prabowo Nephew’s Job at Finance Ministry](https://kayne.com/news/bloomberg-yahoo-finance-july-18-2024/) - [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/) - [Small Cap Stocks Have Been Outperforming](https://kayne.com/news/small-cap-stocks-have-been-outperforming-march-28-2024/) - [Barron's Best Fund Families 2023](https://kayne.com/news/barrons-best-fund-families-2023/) - [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/) - [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/) - [Clients Want in on Private Markets](https://kayne.com/news/clients-want-in-on-private-markets-march-21-2024/) - [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/) - [KAR Awarded Top Guns Designation for 2023](https://kayne.com/news/psn-top-guns-designation-2023/) - [Spuds Powell, Darnel Bentz and Dustin Gale Recognized as 2024 ‘Banking and Finance Visionaries’](https://kayne.com/news/2024-visionaries-la-times/) - [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/) - [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/) - [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/) - [2023 End of Year Tax Moves](https://kayne.com/news/2023-end-of-year-tax-moves-financial-advisor-magazine-october-23-2023/) - [Why Private Credit is So Darn Popular](https://kayne.com/news/why-private-credit-is-so-darn-popular-cio-magazine-december-1-2023/) - [Preparing for the Return of the Alternative Minimum Tax](https://kayne.com/news/alternative-minimum-tax-financial-advisor-december-11-2023/) - [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/) - [Financial Professionals Offer Their Tips for Acing the CFP Exam](https://kayne.com/news/barrons-the-big-q-october-19-2023/) - [KAR Wealth Advisors Ranked #8 Top RIA by Forbes](https://kayne.com/news/kar-ranked-forbes-top-ria-2023/) - [Assessing the Optimal Bond Market Allocation](https://kayne.com/news/andrew-grant-citywire-in-focus-bond-market-summer-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/) - [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/) - [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/) - [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/) - [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/) - [Are HSAs a Good Retirement Savings Tool?](https://kayne.com/news/are-hsas-a-good-retirement-savings-tool/) - [Should You Delay Taking Social Security?](https://kayne.com/news/should-you-delay-taking-social-security/) - [Sam Waltman Recognized as 'Fast Growing Advisor to Watch'](https://kayne.com/news/sam-waltman-advisor-hub-200-fast-growing-advisors-to-watch-2023/) - [Senior Wealth Advisor Sam Waltman Stresses the Importance of Listening When Working with Couples](https://kayne.com/news/couples-at-odds-on-financial-decisions/) - [Revenue Ruling 2023-02](https://kayne.com/news/revenue-ruling-2023-02/) - [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/)