by Thomas O'Connor | Jan 27, 2021 | Articles and Videos
Every year the WealthManagement.com Outlook complies expert articles from pioneers in the wealth management space. The outlook addresses the challenges and opportunities that financial planners face in the year ahead. Thomas O’Connor, a Keel Point senior wealth...
by Thomas O'Connor | Jul 10, 2020 | Articles and Videos
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...
