Keel Point Insights

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...

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...

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.