Research & Market Insights In the Media

04.15 2014

Baltimore Business Journal – High net worth investors prefer oil and metals to stocks and bonds

Americans with more than $1 million in investable assets are increasingly tapping into alternative investments, such as oil and metals, over traditional categories, such as stocks and bonds. High net worth investors engaged in alternative investments have more than one-fifth of their portfolios in alternatives, according to a study released by MainStay Investments, a division of New…

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04.14 2014

Houston Business Journal – High net worth investors taking alternative routes

Americans with more than $1 million in investable assets are increasingly tapping into alternative investments, such as oil and metals, over traditional categories, such as stocks and bonds. High net worth investors engaged in alternative investments have more than one-fifth of their portfolios in alternatives, according to a study released in March by MainStay Investments, a division…

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01.13 2014

Houston Business Journal – Kanaly Trust ready to implement expansion plan with new leadership roles

Kanaly Trust has expanded the roles of its leadership team and has plans to begin a strategic acquisition plan. The Houston-based wealth management firm has named Chairman Drew Kanalyas its president. In this expanded role, Kanaly will oversee his clients as well as lead the firm’s relationship managers, strategists, estate administration and special asset specialists……

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12.20 2013

Money Matters with Christopher Hensley

On this weeks show we answered the question how does one make good financial decisions in a world dominated by risk and uncertainty. We discussed the book The Power of Choice which is dedicated to the idea that each of us has a choice to better our lives, empower ourselves and reach our goals… Read…

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