Investment Strategy

Over the next 20 years, it is estimated up to $90 billion of generational wealth will pass on to heirs, some of which is underway now in the form of inherited IRAs.

Markets will always be unpredictable. Market downturns are painful but are a naturally occurring component of equity-market investing. A well-designed financial plan considers market volatility and can help you brave the ever-changing ebbs and flows of the market. If you do not have a plan yet and are just focusing on investing advice, you are missing out on the sense of security that a quality financial plan can provide.

See how our leading experts are interpreting the news, trends, and opportunities that this year is already bringing. In our 2024 market outlook, our KeyBank Chief Investment Office team delves into the latest research and insights to help you navigate turbulent global markets, interest rates, inflation, and wealth management so you can make informed decisions and grow your portfolio.

Keeping current with the IRS is like being in a boxing match.  You must be light on your feet, dodging and ducking the dynamic tax rules while avoiding a tax-penalty knockdown.

Since they were first issued in 2007, green bonds have become increasingly popular as a tool for socially responsible investing.

Following are some of the major categories and tasks our advisors and I are recommending for clients to get their financial houses in order.

With a well-planned investment strategy, you can navigate today’s market downturn with confidence and get the most out of your golden years.