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I get it. Estate planning is not a fun topic. But it is important. There are several benefits associated with estate planning (see picture below), largely dependent on your personal and financial situation – but among them – the one that we believe surpasses them all...
Everybody knows that they should plan for retirement. However, most people fail to include tax planning in this process. The reality is that taxes are likely to be one of your largest expenses in retirement, and as such, they should play a significant role in your...
The US and global economies continue to perform well. The recent slowing in the US is positive, and it reduces inflation pressures which gives the Fed more latitude in supporting employment growth. Slower growth in 2021 resulting from lower consumer confidence and...
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.
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...
Many of us have spent more time outdoors than ever before during the pandemic. My two boys, aged three and six, my wife and I have been fortunate to discover many hiking and nature trails in our region. On our adventures, we have noticed that fellow travelers appear...
Key Takeaways Interest rates have risen as investors expect expedited economic growth in 2021 This sparked a selloff in stocks and bonds as the market adjusts to higher rates Ultimately, strong economic growth and moderately increased interest rates are good...
What is an HSA? A Health Savings Account (HSA) is a tax-advantaged savings vehicle available to people with high deductible health insurance plans. While the HSA does not typically receive as much attention as some of the more popular retirement saving accounts, such...
Settling Emotions Through Age-old Financial Strategies, Go Back to the Basics
On December 27, 2020, the latest COVID relief bill, the Consolidated Appropriations Act, 2021 (CCA), was signed into law. The law includes several provisions that provide relief for health and dependent care flexible spending accounts. At Keel Point, we welcome these...
Decisions made by the Supreme Court go beyond determining social policy and balancing the president's and Congress' differences. In Kiplinger's recent post, Steven Skancke explained the major impact Supreme Court decisions have on consumers, savers, investors, and the...
With the FDA approving a COVID-19 vaccine, the U.S. economy may be one step closer to recovering from the pandemic. Steven Skancke joined other industry experts to reflect on the scope for economic recovery in the coming years. [button...