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David Little

529 college savings plan

Celebrating College Savings Plan Day

By Commentary, Keel Point News

by: David Little, Wealth Advisor at Keel Point in Huntsville, Alabama May 29th is National 529 College Savings Plan Day.  Many have taken advantage of this great tool to save money for our children’s education.  The average in-state tuition for a public four-year college is $9,410, and for out-of-state that number jumps to $23,890 (source). Higher education inflation is a major concern for many parents. According to The College Board®, looking back at the last decade, the 10-year historical rate of increase is approximately 5%. What Is a 529 plan? 529 plans allow individuals to contribute funds to an account…

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Leadership Books on Bookshelves

Our Favorite Leadership and Financial Books for World Book Day

By Commentary, Keel Point News

by: David Little, Wealth Advisor at Keel Point in Huntsville, Alabama World Book Day is April 23rd, and while we may not be able to get our haircut these days, we are reading.  Several members of our team shared a few of the many books that have impacted us both personally and professionally.  And while the stories included are wide-ranging, leadership often stands out as a theme. Below you will find a short list, along with a few thoughts from us on how these books impacted us. Leadership and Finance Books for World Book Day   Derailed: Five Lessons Learned…

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Bull Market

What is a Bear Market and How Does It Impact Me?

By Commentary

by: David Little, Wealth Advisor at Keel Point in Huntsville, Alabama Early in my career, the stock market had a few down days. Nothing like we have seen in recent weeks, but for a new Financial Advisor, it was still an unsettling time. I visited with a colleague, who at the time was a 30-year veteran of the financial industry. I shared my feelings and asked how I should be communicating with my clients. His words have stuck with me ever since. “Son,” he said, “If IBM were off 50% no one would want it, but if the local department…

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