Research & Market Insights Market Insights

10.29 2014

The 3 Stages of Retirement Planning

When you first start planning your retirement, your most pressing concern is overwhelmingly determined by your financial situation. How much money do you need in order to be “ready” for retirement? What can you do to be sure that you’ll have enough to enjoy your golden years and achieve peace of mind? Once you’ve acquired…

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10.22 2014

3rd Quarter 2014 Commentary

Economic Backdrop Measured expectations returned late in the quarter as geopolitical concerns widened and the anticipated end of “easy money” central bank policies in leading developed economies took hold. The U.S. Federal Open Market Committee announced continued asset purchase cuts, remaining on schedule to conclude its asset purchase program in October, while keeping rates near zero….

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10.21 2014

Fourth Quarter 2014 Investment Outlook and Strategy Conference Call Replay

The Kanaly Trust Fourth Quarter 2014 Investment Outlook and Strategy Conference Call took place on October 16th, 2014. Highlights covered during the call include: Less confidence in global economic growth U.S. growth largely on track, but… Deterioration in Europe, especially Germany Strong appreciation of the US Dollar Causing commodity price deflation Helps to keep interest rates…

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10.15 2014

Estate Planning – Getting the Basics in Line

There are a variety of events in your life that may trigger the need for a new or updated estate plan. Events such as a marriage, a divorce, a birth or a death may occur, creating a new need for changing existing planning documents. You spend a career working hard to earn money, generating equity…

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10.08 2014

The Dollar Cost Averaging Debate

For years, controversy has surrounded the conventional wisdom of dollar cost averaging into the market. A recently published white paper by Vanguard has renewed the debate among advisors as to the merits of dollar cost average investing (DCA) versus lump sum investing (LSI). The disagreement on the benefits and drawbacks of dollar cost averaging (DCA)…

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10.04 2014

Debt Management for Doctors

As a doctor, you typically have a lucrative compensation package, but with today’s demanding healthcare industry, you have little time to concentrate on your own financial affairs. At times, this can cause debt to accumulate. Doctors and Debt As a doctor, you tend to accumulate a large amount of debt because of your long, costly…

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10.02 2014

Kanaly Trust: Our Purpose, Experience & Impact

Kanaly Trust has worked together with individuals and families since 1975. We understand the unique needs of each client and apply a wealth of insights and time-tested experience to get results for our clients. Our purpose is give you peace of mind. Our purity lies in our objectivity and ability to avoid conflicts. Our passion…

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09.24 2014

Wealth with Trust: How Kanaly Delivers Results for You

We plan, we organize and we implement Our comprehensive approach to wealth management sets us apart from firms simply seeking assets to manage. For over 35 years we have worked closely and confidentially to help wealthy families achieve their goals. We can help you achieve yours. As every family confronts a natural sequence of needs…

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09.15 2014

August 2014 Market Commentary

Economic Backdrop Economic expansion continued to unfold at disparate paces across developed markets in August. Major central banks held monetary policies stable—even as new data showed signs of shifting growth trajectories, supporting arguments for modifying current levels of accommodation. U.S. Federal Reserve (Fed) Chair Janet Yellen gave a speech that mirrored minutes from the latest…

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09.10 2014

Steps to Reporting Identity Theft

Identity Theft happens when someone steals your personal information and uses it without your permission. Unfortunately, Identity Theft is becoming more and more prevalent as we move to an information age where data is at our fingertips. Identity Theft is a serious crime that can wreak havoc on your finances, credit history, and reputation. If…

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