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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...
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...
What’s the impact the proposed financial transaction tax would have on the industry? Steven Skancke, Keel Point's Chief Economic Advisor, shared some thoughts with Investment News on who this wealth tax would affect. [button...