Discover the trends and ideas that are moving investment strategy today, and how they can impact your plans.
2025 Outlook: Meet the New Boss. Same as the Old Boss?
See how our leading experts interpret the news, trends, and opportunities this year already brings. In our 2025 market outlook, our Key Wealth Chief Investment Office team delves into the latest research and insights to help you navigate our evolving political landscape, inflation, tariffs, immigration, deregulation, tax policy, interest rates, and market and economic data so you can make informed decisions and grow your portfolio.
Inherited IRA Rules: Navigating the Post-SECURE Act Landscape
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.
When the Market Is Volatile, Why Is it Important to Have a Financial Plan?
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.
Ebb and Flow and the Inherited Traditional IRA
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.
Green Bonds Offer Opportunities — and Risks — for Socially Responsible Investors
Since they were first issued in 2007, green bonds have become increasingly popular as a tool for socially responsible investing.
Getting Your Financial House In Order
Following are some of the major categories and tasks our advisors and I are recommending for clients to get their financial houses in order.