Research & Market Insights

01.17 2014

4th Quarter 2013 Market Commentary

Economy US economic data trended in positive territory for the better part of Q4. The Citigroup Economic Surprise Index (CESI) declined into negative territory briefly during the month of November before trending sharply upwards and well into positive territory to end the year. Consumer sentiment indicators trended higher throughout the quarter. Both Consumer Confidence and…

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01.14 2014

Drew Kanaly Assuming Expanded duties as Chairman & President of Houston-Based Kanaly Trust, LTA

Will oversee all client service and business development activities at one of the first independent trust companies in the U.S. HOUSTON (January 14, 2014) – Kanaly Trust, LTA announced today that Drew Kanaly was appointed President of the firm and will be assuming expanded responsibilities overseeing all client service and business development activities firm-wide. Drew…

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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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12.23 2013

Jeff Kanaly on Money Matters with Christopher Hensley

On December 20th, Jeff Kanaly appeared on Money Matters with Christopher Hensley.  He answers the question on how does one make good financial decisions in a world dominated by risk and uncertainty. Listen to the segment Disclosures This material represents an assessment of the market environment at a specific point in time and is not…

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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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12.11 2013

November 2013 Market Commentary

Economy US economic data trended in mostly positive territory for the month. The Citigroup Economic Surprise Index (CESI) drifted in a fairly narrow range following a sharp decline in preceding months. However, the CESI remains in slightly positive territory as many economic indicators have been in line or slightly exceeded expectations. Following the government shutdown…

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11.15 2013

October 2013 Market Commentary

Economy With the government shutdown at the forefront of headlines during the first half of October, US economic data appeared to trend in a mostly negative direction for much of the month.  The Citigroup Economic Surprise Index (CESI) traced noticeably higher during Q3, but sharply reversed in early October.  The index touched negative territory in…

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10.14 2013

September 2013 Market Commentary

Economy Despite headline news surrounding the US Federal Reserve and government shutdown, the US economy appeared to trend mostly positive for much of Q3.  While the Citigroup Economic Surprise Index (CESI) has trended in negative territory for most of the year, it recently trended into territory not seen since December 2012.  With that said, other…

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