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

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...

read more
Q&A With Steven Skancke

Q&A With Steven Skancke

Dr. Steven L. Skancke, Keel Point’s Chief Economic Advisor is a wonderful source of knowledge for our clients and our Wealth Advisors.  Dr. Skancke’s long career began within the federal government where he served four Presidential Administrations, beginning with...

read more
2020 Mid-Year Highlights

2020 Mid-Year Highlights

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...

read more