Keel Point Insights

Check out our guides, tools and research for expert help on all your
life planning, wealth planning, and familiy management questions!

Articles
& Videos

Awards &
Press Releases

Investment
Bulletins

Keel Point
in the News

Financial Planning: Worst-Performing Small-Cap Funds of the Decade

Keel Point

November 30, 2020

Matt Kerr offered insights into why value stocks underperform growth stocks in Financial Planning’s recent article. The piece discussed the top 20 worst-performing small-cap funds over the last 10 years and why they underperformed compared to growth.

Read the Article

Matt Kerr is a Senior Wealth Advisor in Keel Point’s office in Chattanooga, TN. Previously a member of the firm’s Investment Team, Kerr also worked in Corporate Development at Regions Bank and holds both a Bachelors in Economics and a Masters in Finance.

Related News & Articles

Market Recap – August 28, 2023

The S&P 500 closed 0.82% higher last week as it reacted positively to moderating 10-year Treasury and average 30-year mortgage rates. Fed Chair Powell further allayed concerns about rising interest rates.  After reaching 16-year and 20-year highs early last week,...

read more

Market Recap – August 21, 2023

The S&P 500 closed 2% lower last week and is more than 5% lower since the end of July, even as next 12-months earnings per share expectations have continued to rise to $236 from $225 in March.  What happened? Higher interest rates. Nearly 80% of S&P 500...

read more

Market Recap – August 14, 2023

The big news last week was the July CPI report showing core CPI inflation of only 0.16% (month over month) for the second month in a row, and a three-month annualized rate of 3.1% -- a near two-year low. The three-month annualized core CPI inflation rate quite likely...

read more