Prices are climbing at the fastest pace in decades, leading to rising interest rates that have hit both stock and bond returns. A foreign war risks spilling over into a broader conflict, and an oil price spike threatens to exacerbate inflation and damage economic...
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Keel Point’s Q2 Market Outlook
A market outlook discussion covering the most pressing topics impacting our markets today. Chief Economic Advisor, Steven Skancke, joins Senior Wealth Advisor, Thomas O'Connor to discuss the current state of the economy – covering the outlook for inflation, rising...
Economic Outlook – February 28, 2022
Apart from the horrific human tragedy of the Russian invasion of Ukraine and the disruption to world order, the likely impact on the U.S. economy and financial markets will be minimal. After two back-to-back weeks of losses leading up to the invasion, the...
5 Questions to Consider for Estate Planning in Retirement
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...
4 Basic Tips to Improve your Tax Planning in Retirement
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...
Outlook for U.S. Economy and Financial Markets
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...
2021 U.S. Financial and Market Outlook
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.
2021 Market Outlook Webinar
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...
Rebalancing: How to Take Advantage of Market Chaos
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...
Interest Rates Are Rising – What Does it Mean?
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...
Health Savings Account – The Most Overlooked Retirement Savings Strategy Today
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
Settling Emotions Through Age-old Financial Strategies, Go Back to the Basics