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Keel Point Chief Economic Advisor Steven Skancke spoke on Bloomberg's Businessweek podcast about the recent Federal Open Market Committee (FOMC) meeting. The episode explores the ongoing impact of the Coronavirus on our economy. [button...
Huntsville, AL– Keel Point, a wealth management firm and multi-family office which focuses on helping clients invest with a purpose, announced today that Clint Ward, former CCO at CIBC Private Wealth Management, has joined the firm as Chief Compliance Officer. Mr....
The stock market has been hard to follow in recent weeks. Steven Skancke sat down for a Q&A with US News on the current economic climate and how it impacts what advisors recommend to their clients. [button...
Steven Skancke connected with RIA Intel to discuss possible tax policy changes if there is an administration change in November. The piece details what the industry thinks and how advisors should be connecting with their clients about it. [button...
Keel Point's Director of IT Scott Jenkins penned an article for Wealth Management's 2020 Midyear Outlook report about coronavirus's impact on cybersecurity and compliance. In his article, he shares cyber hacks to watch out for and tips for how your company can be...
Keel Point’s Executive Chairman Dave Parks connected with Investor's Business Daily on how advisors can strike the right balance between optimism and pessimism when planning with clients. [button...
Birmingham, AL -- Keel Point announced the opening of its new office in the Birmingham area. This is its first-ever office in the Birmingham area led by Senior Wealth Advisor Jonathan Crawford. Jonathan will apply his 22 years of industry experience of working with...
The recent stimulus package executive order put forth by President Donald Trump is impacting today's financial markets. Keel Point's Chief Economic Advisor Steven Skancke shared his insights with Market Watch on what is driving the markets. [button...
How has the volatility of the coronavirus affected American's financial wellness? Keel Point Senior Wealth Advisor Tucker Braddock shared insights on the findings from Financial Planning's most recent report, in which 32% of respondents said the pandemic set back...
Communication is essential to building the foundations of your clients' futures. Keel Point's Family Wealth Director Cam Nunery wrote a piece about the importance of building a financial relationship with your client’s kids for Wealth Management. [button...
Steven Skancke joined Jason Kelly and Ira Jersey on the Bloomberg Radio podcast to discuss the Federal Open Market Committee (FOMC)'s recent meeting. Listen to the episode to hear more about the Federal Reserve's announcement on the rates. [button...
Faith-driven investing is capital that enhances the things that clients are most passionate about. Dave Parks, Keel Point's Executive Chairman, sat down with Investment News to discuss what faith-driven investing is and why advisors should consider discussing it with...