Research & Market Insights Market Insights

02.11 2015

Building Personal Wealth: 10 Questions to Ask When Setting Goals

In many ways, effective personal wealth building is similar to corporate planning. For instance, it’s important to start by setting measurable short-, mid-, and long-term goals. Short-term goals may include: Family vacation Second home purchase Lifestyle purchases such as a boat or high-end vehicle Funding a child’s education Mid-term goals may include any of the…

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02.04 2015

Creating a Road Map for Building Your Personal Wealth

Executive compensation can include dozens of components, from salary and incentive plans, to stock options, stock appreciation rights, and performance units. Due to regulations and changing circumstances within a company, arrangements may continually evolve for better or for worse. Meanwhile, executives often have the option to make complex, high-impact elections and decisions regarding their benefits…

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01.28 2015

4th Quarter 2014 Market Commentary

Economic Backdrop During the 4th Quarter of 2014, a series of significant monetary policy shifts took place among major central banks around the globe. Along with those shifts came carefully worded statements which have provided onlookers with a measured degree of clarity on the outlook for future monetary policy changes. The Bank of England (BOE)…

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01.26 2015

First Quarter 2015 Investment Outlook and Strategy Conference Call Replay

A recording of the Kanaly Trust Quarterly Investment Outlook and Strategy webinar is now available for viewing. First Quarter 2015 Key Investment Themes covered during the call include: Global growth trajectory – will growth improve? U.S. decoupled from a slowing global economy in 2014 Impact of slower growth in China Federal Reserve’s interest rate path Fed wants…

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12.19 2014

November 2014 Market Commentary

Economic Backdrop Monetary policy accommodation continued to differ across major central banks, reflecting varying degrees of national economic strength. The Bank of England’s (BOE) Monetary Policy Committee (MPC) split along familiar lines, voting 7 – 2 in favor of keeping its benchmark interest rate at 0.50% instead of an immediate increase. The European Central Bank…

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11.19 2014

October 2014 Market Commentary

Economic Backdrop As expected, monetary policies for the world’s central banks remained on divergent paths. The U.S. Federal Reserve (Fed) released its Federal Open Market Committee (FOMC) meeting notes two days before the end of the month. The FOMC noted that the U.S. employment situation continued to modestly improve. Given this, and with inflation below…

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11.12 2014

How Doctors Can Build Wealth

The choice to pursue a medical profession is typically a personal decision, having more to do with making a contribution to the world than making large amounts of money. Being a doctor, however, can be a lucrative profession. You need to protect the wealth that you have worked hard to accumulate. As a doctor, there…

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