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News - for clients

Wed, 10 Mar 2010 18:48:28 GMT

CNBC The Call February 16, 2010 - Greece's Market Impact CNBC Squawk on the Street February 8, 2010 - Bull vs. Bear CNBC Squawk on the Street February 5, 2010 - Get an Edge on the Markets Smartmoney.com January 14, 2010 - The Best Bets in the Oil Patch KanalyBlog Visit Chief Investment Officer James Shelton's blog for the latest on the markets and economy. FREE Subscribe to KanalyBlog Resources Having problems logging into Account Access? Account Access User Guide Email Our Help Desk To see PDF files, get Adobe Acrobat To see videos, get Wave Movie Player

Media Appearances

Tue, 09 Mar 2010 19:28:23 GMT

Dailyfinance.com - February 22, 2010 - How to Become a Savvy Investor in Sector ETFs - (James Shelton) CNBC The Call - February 16, 2010 - Greece's Market Impact - (Drew Kanaly) CNBC Squawk on the Street - February 8, 2010 - Bull vs. Bear - (James Shelton) CNBC Squawk on the Street - February 5, 2010 - Get an Edge on the Markets - (Drew Kanaly) Smartmoney.com - January 14, 2010 - The Best Bets in the Oil Patch - (James Shelton) CNBC The Call - January 14, 2010 - Earnings, Economic Data and the Markets - (Drew Kanaly) Yahoo!Finance.com - January 11, 2010 - American Marketing Association Announced 2009 Marketer of the Year Best in Category Winners - CNBC Squawk on the Street - January 6, 2010 - Market Bull vs. Bear - (James Shelton) CNBC Squawk on the Street - December 31, 2009 - Market Edge - (Drew Kanaly) CNBC Squawk Box - December 24, 2009 - Year-end Market Expectations - (Drew Kanaly) USA Today - December 23, 2009 - 10-year T-note's 'impressive' rise may signal economic...

Media Appearances

Tue, 09 Mar 2010 16:16:06 GMT

CNBC The Call - February 16, 2010 - Greece's Market Impact - (Drew Kanaly) CNBC Squawk on the Street - February 8, 2010 - Bull vs. Bear (James Shelton) CNBC Squawk on the Street - February 5, 2010 - Get and Edge on the Markets (Drew Kanaly) CNBC The Call - January 14, 2010 - Earnings, Economic Data and the Markets (Drew Kanaly) CNBC Squawk on the Street - January 6, 2010 - Market Bull vs. Bear (James Shelton) CNBC Squawk on the Street - December 31, 2009 - Market Edge (Drew Kanaly) CNBC Squawk Box - December 24, 2009 - Year-end Market Expectations (Drew Kanaly) USA Today - December 23, 2009 - 10-year T-note's 'impressive' rise may signal economic boost (James Shelton) Fox Business News - December 18, 2009 - Stock to Large-cap Stocks (James Shelton) CNBC The Call - December 10, 2009 - The Dollar Play (Drew Kanaly) More...

Communique - for Clients

Fri, 19 Feb 2010 19:39:11 GMT

Kanaly Trust Investment Outlook & Strategy

Thu, 04 Feb 2010 21:48:49 GMT

First Quarter 2010 Investment Outlook & Strategy Presentation This presentation took place on Thursday, January 28, 2010 at 10:00 a.m. CT. It was delivered via webinar, and was hosted by Kanaly Trust CIO James Shelton, along with Chairman and CEO Drew Kanaly. View a recording of the webinar Download a pdf of the Q1-2010 Investment Outlook & Strategy Conference Call presentation Fourth Quarter 2009 Investment Outlook & Strategy Presentation Kanaly Trust held its Quarterly Investment Outlook & Strategy Conference Call on Thursday, October 29, 2009. The presentation was delivered via webinar, and was hosted by Kanaly Trust CIO James Shelton, along with Chairman and CEO Drew Kanaly. View a recording of the webinar Download a pdf of the Q4 Investment Outlook & Strategy Conference Call presentation. Third Quarter 2009 Investment Outlook & Strategy Presentation Kanaly Trust held its Quarterly Investment Outlook & Strategy Presentation via webinar on July 29, 2009. It was hosted...

Home Page - Tip of the Day

Fri, 29 Jan 2010 21:10:13 GMT

Investment Outlook & Strategy

Kanaly Trust Quarterly Conference Call

Our Quarterly Investment Outlook & Strategy Conference Call was held on January 28, 2010 at 10am CT. The call was presented by CIO James Shelton via interactive webinar.

View a recording of the webinar.

Download a pdf of the presentation.

** About Kanaly Robert Shelton

Wed, 27 Jan 2010 16:14:20 GMT

About Kanaly

Meet Us Robert Shelton

Wed, 27 Jan 2010 16:07:11 GMT

Robert is a Financial Advisor with Kanaly Trust. He is based in Santa Fe, New Mexico and serves clients throughout the Southwestern United States. He directs the development and implementation of Kanaly’s Personal Financial ProgramTM for clients. This process is carried out through a series of meetings and discussions where Robert gains a comprehensive understanding of a client’s personal financial situation. The financial program incorporates strategies that address all facets of personal finance. It begins with a comprehensive portfolio review and detailed recommendations. It then encompasses cash flow, tax and estate planning, employee benefits, insurance and education planning. Robert graduated magna cum laude with a BS in Business Administration from Washington and Lee University in Lexington, Virginia. He is a Phi Beta Kappa and holds the Chartered Financial Analyst® designation. Robert is a member of the CFA Institute and the...

**Meet Us - Scott Hill

Wed, 20 Jan 2010 17:59:24 GMT

About Kanaly

Meet Us Scott Hill

About Kanaly

Fri, 15 Jan 2010 17:05:20 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 play...

Wealth Management Services

Fri, 15 Jan 2010 16:54:30 GMT

An Investment Strategy for Volatile Times At Kanaly, we believe our fiduciary duty to our clients mandates that we design a portfolio strategy to prosper in our current challenging environment. A mature global economy (particularly in developed markets), credit market stress, high levels of debt and commodity price inflation are a few examples of the factors which have contributed to the challenges investors are currently experiencing. In fact, the S&P 500 has actually lost money over the past 10 years. To carry out our process, we incorporate investment experts that employ a broad range of strategies, rather than relying solely on our own expertise. As a fiduciary, it is not only prudent, but imperative...

Articles

Mon, 04 Jan 2010 15:55:38 GMT

Optimize Estate Planning and Tax Savings by Properly Titling Joint Accounts (Article) Dollar Cost Averaging (Article) Your Home Mortgage - Refinance or Not? (Article) Retirement Account Distributions: to Skip or Not to Skip (Article) Investing During Turbulent Times (Article) J. Abbott Sprague Joins Kanaly Trust as Sr. Vice President (Press Release) Kanaly Trust Appoints Sharon Pearson to Chief Operating Officer (Press Release) Municipal Bond Market Offers Opportunities to Investors (Article) Is it Smart to invest in Exchange Traded Funds during Volatile Market Conditions? (Article) When Your Retirement Problem Has Nothing To Do With Money (Article) Back to School: Is Your Child Ready to be Financially Responsible in College? (Article) Jeff Kanaly Named Volunteer Heart Ball Honoree (Press Release) Junior Achievement Raises Record Sum with Golf Tournament (Press Release) Kanaly Trust Honors Stewart Family with E. Deane Kanaly...

Biography of Laura Rowley

Fri, 11 Dec 2009 17:35:44 GMT

Laura joined Kanaly in 2005 and has over 15 years of financial advisory experience. She is responsible for developing and managing the investment and personal financial programs of her clients. These programs include constructing diversified portfolios that meet client needs and expectations. They also address other areas of financial planning for clients including estate planning and taxation. She is involved in the estate planning, development and administration of personal and family trust accounts including charitable trusts, private charitable foundations, family limited partnerships, revocable living, testamentary and custodial trusts for minors, and IRA and IRA Rollover accounts. Laura graduated with a BBA in International Business from Sam Houston State University. She is a CERTIFIED FINANCIAL PLANNERTM professional, a Certified Trust and Financial Advisor (CTFA), a Cannon Wealth Management Certificant and a graduate of the American Bankers Association National Trust...

Dollar Cost Averaging

Fri, 11 Dec 2009 17:23:23 GMT

By Laura Rowley May 14, 2009 Dollar cost averaging (DCA) is an investment technique designed to reduce market risk through the systematic purchase of securities at predetermined intervals and set amounts. With today’s volatile market conditions, dollar cost averaging can be a very effective tool for investors to use. So, how can you make it work effectively for your portfolio? There are three interesting concepts to take into consideration when determining the ideal dollar cost average frequency; the logic behind the strategy, the psychological or human behavioral aspect, and lastly the practicality of it all. The Logic behind DCA Frequent, regular purchases insure that you do not make a large purchase at the worst possible time – at the high point. On the flip side, no one can predict the bottom, so timing your purchase isn’t a realistic option. Buying into the market on a regular, ideally automated, basis will ensure that you pay a nice average price for...

Professionals

Tue, 01 Dec 2009 22:26:24 GMT

Jeff Kanaly Vice Chairman Articles written or recommended by Jeff Kanaly: Doctors and Debt A Guide to Fiduciary Responsibility Benefits to Establishing a Family Foundation Saved by a Storm of Giving What is a Trust? As a professional, you have spent the majority of your career focusing on solving problems for people in many different fields, many different aspects, coordinating with other...

Business Owners

Tue, 01 Dec 2009 22:24:56 GMT

Mike Conway Senior Vice President Articles written or recommended by Mike Conway: Exit with Style - Planning for a Business Transition As a business owner, you face a unique set of issues as you grow and build your business. In most cases, the majority of your net worth is tied up in the value of your company. As you approach retirement age, you ask the question – what am I going to do with this company that I have worked so hard over the years to build? Most business owners feel they have addressed this issue because they...

Optimize Estate Planning and Tax Savings By Properly Titling Joint Accounts

Thu, 12 Nov 2009 15:42:16 GMT

Ensure Your Joint Accounts are Titled in Accordance with your Estate Plan, and Optimize Tax Savings By Alicia Reissman November 10, 2009 One of the best things you can do for your family is ensure your estate plans stay up to date. This means that your wishes will be carried out, and settling your affairs much easier for your loved ones after you pass. An important factor in keeping your plans current that people often don’t realize, however, is the constant change in the law as it applies to those plans. Changes in the law that affect estate planning happen more frequently than you may realize. Although they are typically small, they can have a huge impact on your estate, how your assets are divided, and the taxes your family will pay. Title Your Joint Accounts to Match Your Wishes An excellent example of a recent change in the law as it applies to estate planning pertains to your joint financial accounts. Historically joint accounts held by married couples,...

Biography of James Shelton

Mon, 09 Nov 2009 18:49:41 GMT

James is Chief Investment Officer with Kanaly. He is responsible for overseeing the investment process for all personal and institutional accounts of the firm. He provides depth, talent and leadership to Kanaly’s investment team and works to implement broad, multi-asset class investment opportunities for clients. James believes in adhering to a disciplined investment strategy that effectively manages risk and produces strong long-term returns. James comes to Kanaly from AIM Investments of Houston. He joined AIM in 2002 as a senior client portfolio manager and was elevated to manager of investment services prior to leaving the firm. From 1999 to 2002 he was the co-founder and CIO of his own firm, Caprock Capital Advisors, Inc. of Houston. All in all, James has approximately 20 years in the investment industry. Originally from Houston, James received an MBA from the University of Houston and completed his undergraduate degree...

Biography of Scott Hill

Wed, 14 Oct 2009 17:37:57 GMT

Scott is a Senior Vice President and Financial Advisor with Kanaly. He develops and implements objective personal financial programs for clients after gaining a thorough understanding of their full financial picture. Scott does this through a series of interactive, personal meetings with his clients. The end result is a financial program encompassing every aspect of a client’s situation that has an impact, or potential impact, on their financial lives. The process begins with a comprehensive investment portfolio review and detailed recommendations. It then incorporates cash flow, tax planning, estate planning, employee benefits, insurance and education planning. Scott continues to be involved with the ongoing maintenance of the program after it has been implemented. This ensures continuity, and that personal or financial changes do not alter long-term goals and financial security. After earning a BA in Economics from...

Privacy and Security Policy/Customer Complaint Information

Wed, 23 Sep 2009 18:18:10 GMT

Privacy Policy We understand the importance of protecting and preserving your privacy and the information you share with us. In our ongoing effort to provide you with effective and convenient services, we have carefully selected the technology we use to manage and maintain your financial records. This information defines Kanaly Trust Company’s policy for the collection, use, retention and security of nonpublic personal financial information of our current and former clients. Nonpublic personal financial information is defined as any personally identifiable financial information that is not publicly available. As always, your account officer is available to answer any questions you may have regarding this policy. Important Information When Opening A New Account To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens...

Kanaly Trust Company Content Managers RSS Feed

News - for clients

Media Appearances

Media Appearances

Communique - for Clients

Kanaly Trust Investment Outlook & Strategy

** Home Page - Tip of the Day **

Investment Outlook & Strategy

** About Kanaly Robert Shelton

About Kanaly

Meet Us Robert Shelton

**Meet Us - Scott Hill

About Kanaly

Meet Us Scott Hill

About Kanaly

Wealth Management Services

Articles

Biography of Laura Rowley

Dollar Cost Averaging

Professionals

Business Owners

Optimize Estate Planning and Tax Savings By Properly Titling Joint Accounts

Biography of James Shelton

Biography of Scott Hill

Privacy and Security Policy/Customer Complaint Information

Home Page - Tip of the Day