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2020 Mid-Year Highlights

Thomas O'Connor
July 10, 2020
After a tumultuous first half of the year, Keel Point reflects on some of the main highlights over the past six months and considers how to respond moving forward.  This paper summarizes the substantial changes in the law (SECURE Act, CARES Act, fiscal policy) and how it affects financial planning decisions now and in the future. It also addresses the market swings we’ve experienced and the benefit of rebalancing during volatile periods. Furthermore, we elaborate on the importance of avoiding emotional decision making by understanding your true risk tolerance. Lastly, we reflect on this new virtual environment and ways we will continue to provide holistic value to our clients, their loved ones, and our communities.

Related News & Articles

2021 U.S. Financial and Market Outlook

With the first quarter of 2021 behind us, many of our clients have been asking about the strength of the U.S. markets and economy. Given how relevant this topic is for every investor, we wanted to share our thoughts on interest rates, business performance, inflation, and potential risks for the year to come.

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2021 Market Outlook Webinar

On March 24th, Keel Point hosted its 2021 Market Outlook Webinar, featuring an expert panel, including three of Keel Point’s top staff and JP Morgan portfolio manager Phil Camporeale. The discussion covered the 2021 market outlook, diversification strategies, and the...

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