Research & Market Insights Market Insights

08.14 2012

July 2012 Market Commentary

July was another volatile month in equity and credit markets.  Weakness dominated much of the time period; however a late surge pushed returns into positive territory across most asset classes. Economy The third quarter began in mixed fashion for the domestic economy with positive news from the labor markets offset by weakening retail sales.  The…

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07.23 2012

Thoughts on Recent Market Volatility

n light of the recent market volatility, we thought we would share some thoughts on the causes. Global stock markets fell as the European debt crisis worsened with Spanish bond yields reaching Euro-era record highs.  In addition, investors continue to be concerned with the slowdown in China. U.S. stocks are currently suffering smaller declines of 1.5%…

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12.20 2011

2011 Year End Planning

There is no question that December finds many of us fully immersed in the holiday season.  Whether it is searching for the perfect gift or finalizing travel plans, spending time with family and friends is our highest priority.  However, if we can spare a few minutes between shopping and family photos, there is still time…

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08.26 2011

Bernanke Punts to September Meeting

Federal Reserve Chairman Ben Bernanke’s widely anticipated speech in Jackson Hole, WY this morning yielded no susbtantive new information for investors.  Last year at this time, Bernanke used the Jackson Hole speech to lay the groundwork for a $600 billion money-printing operation (dubbed QE2), sparking a rally in equity and commodity markets.  This time, however,…

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08.17 2011

Kanaly Trust Announces New Board Member

Kanaly Trust, a leading provider of wealth management and trust and estate services to families, individuals and estates since 1975, is pleased to announce the addition of Nolan Lehmann to its Board of Directors. Lehmann is a Certified Public Accountant and possesses over 30 years of financial services, investment management and merger and acquisition experience. Lehmann…

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08.05 2011

Time For Concern, Not Panic

Global equity markets have endured steep declines in recent days, culminating with a broad-based, 5%-plus decline yesterday.  This market correction has been driven by fears of a renewed U.S. economic recession, as well as continued turmoil in European credit markets.  How should investors react to the market losses and increased volatility? First, we would advise…

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06.21 2011

Benefits of Philanthropic Giving for Physicians

It is a well-known fact that philanthropic activities contribute to the greater good of society, and helping others just makes us feel good about ourselves. It is a physician’s job to help people with injuries and illnesses feel better every day, and with so many charities needing in-kind as well as financial assistance, implementing a philanthropic program seems to be a…

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05.24 2011

What is the attraction of private equity?

Although private equity and debt offerings have caused a great deal of anxiety in recent years, investors continue to show interest in them. Kanaly Trust Chairman and CEO Drew Kanaly was quoted in the May 20, 2011 New York Times article, “An Investment Asks, How Much Can You Afford to Lose?” which focuses on the…

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05.20 2011

Reducing Commodity Exposure

This week we cut exposure to commodities by roughly 50% by selling down a diversified commodity fund we began purchasing in July 2009.  Since that time, and especially since last summer when the Federal Reserve began hinting about its Treasury buying program (known as QE2), commodities have been in a strong uptrend until this month. …

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03.25 2011

How to Lend to Family Members

Transferring or loaning assets to your family and future heirs can become a challenging situation. Careful, thoughtful planning should be at the forefront of any family transaction and should not be taken lightly. Today, Drew Kanaly offers his thoughts on’s “Prism Money” blog and suggests strategies for wealthy families to consider when loaning money…

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