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...
in the News
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...
Investment News: With Democrats Gaining Steam, Financial Services Ponder Potential Transaction Taxes
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...
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