Research & Market Insights Market Insights

06.18 2014

The Basics of Deferred Compensation

With deferred compensation one of the most common executive perks, it is important to understand the basics behind the benefits and the importance of how they should be invested where options are made available. The Basics of Deferred Compensation Deferred compensation plans are considered non-qualified and, therefore, do not have nondiscrimination requirements. There is no limit…

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06.16 2014

May 2014 Market Commentary

Economic Backdrop Economic growth showed measured improvement globally, and inflation stayed below target in most regions. As a result, central banks remained committed to accommodative policies with additional stimulus measures varying by region. In the U.S., the Federal Open Market Committee (FOMC) continued a planned reduction in the size of its bond purchase program in…

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06.11 2014

A Guide to Fiduciary Responsibility

People often appoint fiduciaries and accept fiduciary roles as executors, trustees, guardians of minors, and corporate board directors without carefully considering all the personal, financial, legal and emotional ramifications. From our experience serving as a fiduciary and helping people determine their needs, we believe it’s good to seek professional counsel in identifying and naming fiduciaries, obtaining…

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05.28 2014

Benefits of Establishing a Family Foundation

Americans are very charitable people; private philanthropy is growing at approximately 29 percent each year. Millions of dollars are given for human and environmental needs, medical research and facilities, and scholarships and endowments for education. Benefits of a Private Family Foundation The private family foundation is an excellent way for a family to take part…

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05.08 2014

April 2014 Market Commentary

Economic Backdrop Economic growth remains mixed across the globe, and inflation was tame in most regions. Given this, central banks continue to support accommodative policies with additional stimulus measures varying by region. In the U.S., the Federal Open Market Committee (FOMC) kept rates steady but further reduced the size of its bond purchase program in…

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04.29 2014

1st Quarter 2014 Commentary

Economic Backdrop Continued economic expansion in advanced economies is creating optimism, while emerging economies sort through political, financial and social reforms. Overall world growth, however, still remains less than robust in absolute terms despite the passage of roughly five years since the credit crisis. Emerging economies face potential negative impacts from the sanctions levied on…

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04.23 2014

When Your Retirement Problems Have Nothing to Do with Money

Early in your career, you may have looked at retirement readiness as an age. Mid-career, you likely started thinking about retirement in the context of amassing a certain amount of wealth as a measure of being ready for retirement. As your career gets in the late innings, suddenly retirement preparedness comes down to your willingness to set aside what…

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04.22 2014

Second Quarter 2014 Investment Outlook and Strategy Conference Call – Replay

The Kanaly Trust Second Quarter 2014 Investment Outlook and Strategy Conference Call took place on April 17th, 2014. Key Points of the Conversation Included: Equity Bull Market 5th Anniversary Emerging Market Turmoil Sparks January Sell-off Russia/Ukraine/Crimea Crisis First Meeting of New Federal Reserve Chair, Janet Yellen Harsh Winter Hurts U.S. Economic Performance Long-Term Interest Rates…

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