Kanaly Trust Company

New SEC Rule Marks Big Change in Investment Advisory Relations

Fri, 03 Mar 2006 16:00:00 GMT

When seeking investment advice, most investors call a trusted financial adviser or stockbroker. If this happens to be the same person, investors should pay special attention to one of the biggest investment advisory decisions from the Securities and Exchange Commission in nearly 35 years.

Since Jan. 31, all United States brokerage firms that offer fee-based financial services have been required to clearly disclose whether an account is a brokerage account or an advisory account.

See attached .pdf for full article.

3-Mar-06 10:00 AM

HBJ Investments Forum: Four top financial experts share views in roundtable discussion

Fri, 02 Sep 2005 15:00:00 GMT

At an Investment Forum hosted by the Houston Business Journal on July 21, financial experts shared their views on a variety of issues facing Houston investors.

Participating in the Forum were: Brad Dunn, Pin Oak Investment Advisors; Drew Kanaly, Kanaly Trust Co; Richard Leader, Burnham Asset Management; and Fritz Meyer, AIM Investments.

See attached .pdf for full article.

2-Sep-05 10:00 AM

Kanaly Trust Company Receives Enterprise Champion Award

Fri, 20 May 2005 16:00:00 GMT

Enterprise Champions are four leading businesses from among the Houston Small Business 100 that are set apart not only in growth and industry leadership but in benefits to employees, company culture and service to the community.

Companies considered for this award provided additional information about their philanthropic contributions, innovations and challenges. Eight finalists, selected by a review committee of the HBJ editorial department, were interviewed by representatives of Houston Small Business 100 sponsors in sessions moderated by HBJ Publisher John Beddow.

The 2005 Enterprise Champions are ChaseCom LP, Complete RX Ltd., Headworks Inc. and Kanaly Trust Co.

See attached .pdf for full article.

20-May-05 11:00 AM

What are some important considerations in evaluating an executive job offer?

Fri, 29 Apr 2005 16:00:00 GMT

It's easy to compare two jobs, based on salary.

But benefits such as stock options, insurance, retirement plans, vacation and other perks all affect a job offer's value. With benefits packages growing more elaborate, these attributes are not easy to compare from one package to the next.

See attached .pdf for full article.

29-Apr-05 11:00 AM

SURVEY: As the baby boomer generation nears retirement, what are the best options for investments, and what role should the stock markets play?

Fri, 04 Mar 2005 16:00:00 GMT

Continue a life-long program -- Drew Kanaly, Vice Chairman, Kanaly Trust Co.

Financial comfort is personal. It is not accidental. It is built, over time, through savings and compounding, and it requires a sense of future. Each person travels the path to retirement at a different pace. The beginning of a new year is a good time for any person to refocus on his financial future. The stock markets should play a role in most retirement plans. Stock investing, however, should be carefully planned in context with concentrations in other assets, company benefits and allocation of existing retirement savings.

4-Mar-05 10:00 AM

Steve Kanaly Named to Medical Economics Top 150 Financial Advisors for Doctors List for 2005

Fri, 19 Nov 2004 17:00:00 GMT

After a thorough review process, Medical Economics has selected their top 150 financial advisors for doctors.

Steven P. Kanaly, CFP®, CTFA, CISP, NAPFA Registered Financial Advisor™ has made the list!

Please read the attached article for a full description of the selection process and a professional profile of Steve Kanaly.

19-Nov-04 11:00 AM

Weigh the options before investing in corporate vacation property

Fri, 20 Aug 2004 16:00:00 GMT

Gone are the days when large and small companies made luxury purchases, such as private jets, country club memberships, or allowances and resort properties for business use.

Two decades ago, corporations were looking for any possible deductions to offset high corporate tax rates, but the 1986 Tax Reform Act decreased corporate income tax rates and changed the rules on deductions. With luxury purchases no longer part of the tax equation, companies these days rarely view these types of purchases as investments.

See attached .pdf for full article.

20-Aug-04 11:00 AM

Balancing the House Payment

Tue, 01 Jun 2004 16:00:00 GMT

"It's scary how lenient some mortgage companies have become," says David Doll, president and COO of Kanaly Trust Company, a Houston financial advisory. For years, he explains, leaders used the 28-36 rule to determine how much to lend home buyers. One part specified that the total monthly cost of the home - principal, interest, taxes, insurance and homeowners' dues - couldn't top 28 percent of a borrower's gross monthly income. The second part restricted the borrower's total oustanding consumer debt - including credit cards, car loans, charge accounts and the like - to 36 percent of total monthly income.

"We have seen mortgage companies become very lenient with this 28-36 rule," says Doll.

See attached .pdf for full article.

1-Jun-04 11:00 AM

Range Rovers - Buying a Ranch is a Labor of Love, Often with the Emphasis on Labor

Sat, 01 May 2004 16:45:00 GMT

Owning a ranch is a goal that beguiles many of us seeking beautiful surroundings that encourage strong values such as the importance of hard work, individualism and conservancy. But these properties are not for dilettantes: Before purchasing a ranch, we need to weigh whether the benefits we expect will outweigh the large investments in capital, time and effort that ranching requires.

See attached .pdf for full article.

1-May-04 11:45 AM

Kanaly Receives BBB Award of Excellence

Mon, 19 Apr 2004 15:00:00 GMT

A pioneer of the independent trust company and pure fee-only financial planning, Kanaly
Trust has experts in tax, law, investments, real estate, mineral interests and more. Family owned and operated since 1975, Kanaly actively manages and oversees billions in assets for individual clients.

As a recognized leader in pure fee-only financial planning, Kanaly does not sell any financial products. This allows them to make objective recommendations and take action totally in a client’s best interest. The Kanaly Way is based on multi-generational planning, implementation and ongoing maintenance. Retention of key personnel ensures continuity of services. Congratulations to Kanaly Trust Company, 2004 Awards for Excellence recipient in the Medium Business category.

19-Apr-04 10:00 AM

Junior Achievement Raises Record Sum with Golf Tournament

noemail@kanaly.com — Fri, 11 Jan 2008 19:30:00 GMT

The Anadarko and Kanaly Trust Golf Classic raised more than $221,000 for Junior Achievement programs in the Houston region. The tournament was held on November 12, 2007 at the prestigious Champions Golf Club with more than 184 golfers participating. “We were so proud to sponsor this tournament and to raise record funds for Junior Achievement. Our employees support the program and really enjoy teaching students about business,” stated Jim Hackett, CEO of Anadarko Petroleum Company. Drew Kanaly, Chairman of Kanaly Trust Company commented, “sponsoring this tournament allows us to ensure that children in the Houston area will learn about our free enterprise system.” Additional sponsors for the tournament included Marimon and AT&T.

Proceeds from the Anadarko and Kanaly Trust Golf Classic will allow Junior Achievement to impact 195,000 students this school year. More than 9,000 corporate volunteers will enter kindergarten through 12^th grade to educate and inspire students to value free enterprise and understand business.

For more information about Junior Achievement programs and how you can make a difference in a child’s life, please call 713-682-4500.

Jeff Kanaly Named Volunteer Heart Ball Honoree

noemail@kanaly.com — Wed, 09 Jan 2008 19:00:00 GMT

Jeff Kanaly has been named Volunteer Honoree for the 2008 Northwest Harris County Heart Ball, and the American Heart Association has chosen to honor the philanthropic legacy of E. Deane Kanaly by establishing a grant in his name. The Kanaly family’s support of the American Heart Association began with Deane Kanaly, who passed away in July of 2006. From the time my brothers and I were small my father taught us about the importance of giving our time, talents and financial support to worthwhile philanthropic causes, Jeff recalls. Over his 76 years, he gave selflessly to so many causes personally and professionally. He encouraged his friends and associates to give, and during his long tenure as a financial planner advised his clients to donate many millions, he continued. The Kanaly family has been committed through two generations in the mission of the American Heart Association, to reduce death and disability from heart disease and stroke. These two illnesses continue to be the...

Kanaly Trust Honors Stewart Family with Philanthropic Award

noemail@kanaly.com — Wed, 26 Dec 2007 15:00:00 GMT

HOUSTON (December 21, 2007) – Houston-based Kanaly Trust Company, at their annual Holiday party on Thursday, Dec. 6, honored Douglass M. Stewart and his wife Patricia of Palm City, Fla., with the E. Deane Kanaly Philanthropic Award in recognition of their ongoing commitment and service to the community. The E. Deane Kanaly Philanthropic Award was created to preserve the memory of the late Deane Kanaly, long-time philanthropist and Kanaly Trust Company founder, by recognizing individuals who have made a substantial impact upon their community. The annual award is given to a client of Kanaly Trust Company who displays a strong personal commitment to the betterment of society. A $10,000 contribution to the honoree’s charity of choice is included with the award, which will be given to the Safe Space organization. Located in Martin County, Fla., Safe Space is an organization which provides emergency shelter for victims of domestic violence and their children. The Stewarts have spent...

Kanaly Trust Company Appoints Edward S. McCullough to its Board of Directors

noemail@kanaly.com — Tue, 04 Sep 2007 17:00:00 GMT

(HOUSTON) – Kanaly Trust Company has announced the appointment of Edward S. McCullough to its Board of Directors. McCullough will assume these new responsibilities starting in September.

McCullough is currently the Chairman of the Texas Children’s Hospital Foundation Board. He is retired from Vaughan, Nelson, Scarborough & McCullough, L.P., where he served as Managing Principal and President, CEO and Director of VNSM Trust Company. Prior to this, he was Founding Chairman and President of Breen Trust Company. During this time, he was also the Co-founder, President and CEO of Daniel Breen & Co., L.P.

“Mr. McCullough brings a wealth of experience in business and investment management to enhance our investment solutions in the future,” said Drew Kanaly, Chairman of the Board at Kanaly Trust Company.

McCullough is currently a member of the CFA Society of Houston and the CFA Institute. He was also Chairman of the Finance Committee for Christ Church Cathedral.

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Thu, 16 Mar 2006 16:58:22 GMT

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Video Homepage

Tue, 06 May 2008 21:21:51 GMT

Markets at a Turning Point Bear Market Rally Market Commentary

CNBC Worldwide Exchange May 6, 2008 - Market Commentary (David Doll)

Tue, 06 May 2008 21:17:08 GMT

CNBC "Worldwide Exchange" May 6, 2008 - Market Commentary (David Doll)

News - for clients

Tue, 06 May 2008 21:08:18 GMT

Media Appearances

Tue, 06 May 2008 21:05:02 GMT

CNBC Worldwide Exchange May 6, 2008 - Market Commentary (David Doll) CNBC Power Lunch May 2, 2008 - Markets at a Turning Point (Drew Kanaly) CNBC Squawk on the Street April 30, 2008 - Bear Market Rally (James Shelton) Bloomberg TV Market Week April 12, 2008 - Market Commentary (Drew Kanaly) CNBC Squawk on the Street April 1, 2008 - Wheres the Market headed in 2008? (David Doll) CNBC Squawk on the Street March 31, 2008 - Pre-market Buzz (Drew Kanaly) Fox Business News March 28, 2008 - Market Environment (James Shelton) Investment News - March 24, 2008 - It figures: Retirements at the bottom (Scott Hill) CNBC Worldwide Exchange March 20, 2008 - More Swings to Come (Drew Kanaly) CNNMoney.com - March 17, 2008 - Dow muscles back after rough day (David Doll) CNBC Worldwide Exchange March 13, 2008 - International Market Commentary (James Shelton) CNBC Squawk on the Street March 11, 2008 - Stocks Surge after Fed moves (Drew Kanaly) ...

Biography of Phillip Hamman

Tue, 06 May 2008 18:44:35 GMT

I have a long history with baseball and have found many similarities between wealth management and the game I grew up playing. Most importantly, joining a team with chemistry, talent, discipline and the right approach will make you successful in a highly competitive environment. I joined Kanaly in 2001 and currently serve as a Senior Vice President. I hold the Chartered Financial Analyst® designation (CFA) and I am a Certified Financial Planner™ professional. I am a member of the CFA Institute, Houston Society of Financial Analysts and the Financial Planning Association. I also spend time volunteering with the Fort Bend County American Heart Association. In my role at Kanaly, I serve clients daily by designing, improving and implementing customized solutions. I appreciate creativity and researching new ideas that will better meet their needs. Kanaly is unique in the ability to handle the varying nature of your needs and to do...

Tue, 06 May 2008 16:36:03 GMT

When you have the opportunity in life to work for the family business, some may ask…why did you join? I’d have to say, I joined because I quickly understood and appreciated how my father built a company on trust, honesty and integrity and most importantly believed in giving back to the community. This past year, I took on the challenge of riding in the MS 150. I made the MS 150’s 300 Club as one of the top 300 fundraisers, but was most proud of being a part of the ride for the cause. The Multiple Sclerosis Society is an organization that is close to my heart and it is important to me to find ways to support its efforts. I also currently work with my family on building the fund that my father created at University of Texas supporting research on Multiple Sclerosis and Parkinson’s Disease. When I’m not hitting the pavement, I’m dedicating time to several...

CNBC Power Lunch May 2, 2008 - Markets at a Turning Point (Drew Kanaly)

Tue, 06 May 2008 14:15:03 GMT

CNBC "Power Lunch" May 2, 2008 - Markets at a Turning Point (Drew Kanaly)

CNBC Squawk on the Street April 30, 2008 - Bear Market Rally (James Shelton)

Thu, 01 May 2008 19:06:59 GMT

CNBC "Squawk on the Street" April 30, 2008 - Bear Market Rally (James Shelton)

Bloomberg TV Market Week April 12, 2008 - Market Commentary (Drew Kanaly)

Tue, 22 Apr 2008 15:44:55 GMT

Bloomberg TV "Market Week" April 12, 2008 - Market Commentary (Drew Kanaly)

About Kanaly

Wed, 16 Apr 2008 19:32:08 GMT

After working for more than 30 years as a bank trust officer and executive, E. Deane Kanaly created Kanaly Trust in 1975 with the hope of changing the way people take care of their financial affairs. Deane saw many successful people make a very good living. He also saw these friends, clients and business associates miss opportunities to make the most of their wealth due to lack of time, interest or knowledge. He wanted to develop a vehicle to provide comprehensive, objective financial guidance to these successful colleagues early in their lives. He hoped to help them capitalize on their wealth and therefore truly enjoy it. The purpose of Kanaly Trust is to provide you personal assistance in the planning and management of your financial affairs. This enables you to achieve a new dimension of freedom – financial freedom. Deane also dedicated his company to remaining free from any conflict of interest and meeting your needs solely in your best interest. His family members also play a...

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noemail@kanaly.com — Thu, 16 Mar 2006 16:58:21 GMT

Objectives:

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Release Date: 16-Mar-06 11:58 AM
Expiration Date: 16-Jun-06 11:58 AM

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2006-03-16T16:58:21Z

Instructor: Fraley

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