Research & Market Insights In the Media

04.21 2016

Laura Cuber and Venita Zavidny on Business Succession Planning

Laura and Venita recently worked together to write an article for the Houston Business Journal. In this article they address the need for comprehensive planning to successfully transition a family business across generations. Growing up, we probably all remember being coached that discussions involving money, religion, and politics were out of bounds. Even as adults,…

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06.30 2015

James Shelton Featured on ThinkAdvisor – 4 Experts Talk Greece

Vanguard’s Davis, BlackRock’s Koesterich and more commented on Greece’s debt crisis and what it could mean for investors It’s what every investor is talking about: Greece. On Tuesday, four market experts around the U.S. each commented on Greece’s debt crisis and what it could mean for investors. It’s been a swift downfall of events leading to Greece…

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05.04 2015

Drew Kanaly Interview on CNBC Power Lunch

Power play: Sell and buy in May U.S. stock gains pushing the market back to record levels Monday, on some corporate earnings standouts and encouraging signs of a manufacturing comeback. The much-refrained Wall Street expression, “Sell in May and go away,” a warning for investors to liquidate stocks this month to avoid a summer slide,…

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01.14 2015

Houston Chronicle – Overlay vs. Harvesting a Year-Round Decision

Overlay vs. harvesting a year-round decision At the end of each year, financial advisers receive frequent phone calls from clients asking to “harvest” their investment losses… Read Full Article Disclosures This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future…

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01.13 2015

Drew Kanaly on Fox Business – Stocks to watch: RLGY, LEN

Kanaly Trust Chairman Drew Kanaly, Digital Risk Valuation Services Managing Partner Jeff Taylor, Janney Capital Fixed Income Strategist Guy LeBas and Tethys Partners Chief Market Strategist Bob Iaccino on the outlook for the markets. Watch Drew’s Segment On-Demand Disclosures This material represents an assessment of the market environment at a specific point in time and…

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12.01 2014

Drew Kanaly on CNBC Power Lunch – Pros share year-end strategy

Discussing current market conditions, with Jack Rivkin, Altegris Advisors CIO, and Drew Kanaly, Kanaly Trust Chairman. Watch Drew’s Segment On-Demand Disclosures This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information…

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11.04 2014

WealthAdviser – Kanaly Trust launches executive financial planning programme

Kanaly Trust has launched its executive financial planning programme offering a full array of financial advisory services to executives through company-sponsored financial planning programmes. Kanaly’s Corporate Executive Financial Counseling programme is an extension of Kanaly’s Corporate Executive Services that has been helping executives with their financial planning needs since 1975.  The programme can help clients…

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11.03 2014

PLANSPONSOR – Houston Firm Unveils C-Suite Advice Service

Kanaly Trust’s Corporate Executive Financial Counseling program aims to help with employee retention and with analysis of company benefit decisions. The program uses a team approach to financial planning with unbiased, objective advice, without the constraints of a product sales environment. Many of Kanaly’s competitors are product-centric, Drew Kanaly, chairman and president of Kanaly Trust, tells…

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