Research & Market Insights

06.15 2012

Kanaly Trust Designated as Premier Advisor in Houston, Texas by the National Association of Board Certified Advisory Practices

HOUSTON, TEXAS – June 15, 2012 – Kanaly Trust announced today that the firm has been recognized as NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in Houston, Texas. The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered…

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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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08.19 2011

Risk Trade Back On?

On August 17, Drew Kanaly returned to CNBC to discuss the risk trade in today’s market. Drew elaborated on the recent low levels of market volatility as well as the declining dollar and what this means for investors. He believes that now is absolutely the time to be ultra-diversified and to move your portfolio away…

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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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07.26 2011

Wall Street Focusing on Earnings, Not Debt?

Yesterday, Drew Kanaly appeared on Fox Business to discuss earnings season and the debt ceiling. Drew joined host, Neil Cavuto, to discuss how important the success of this year’s earnings season is in relation to the debt ceiling. He explained that Wall Street is focused on money making deals and two-thirds of all reported corporate…

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07.19 2011

Protecting Your Portfolio

Yesterday, Drew Kanaly returned to CNBC to discuss concerns about the debt ceiling. Drew offered his thoughts in regard to the debt ceiling and how investors can protect their portfolios during these volatile times. He discussed gold as it continues to reach record highs, suggested avoiding long-term treasuries and confirmed that Kanaly Trust is ultra-diversified…

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07.18 2011

Google’s 2Q Earnings a Good Sign for Technology Sector

On July 14, James Shelton appeared on Fox Business to weigh in on earnings season and the continued success of Google. Most well-diversified portfolios have some exposure to technology and higher than expected 2Q earnings are “a very good sign for the technology sector going forward,” James explained during the segment. In addition, he is confident…

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06.23 2011

What is the Impact of a Potential Greek Default?

What is the impact of a potential Greek default? Kanaly Trust CEO Drew Kanaly was a guest on Fox Business on Tuesday to discuss how the debt crisis facing Greece could impact the markets in the United States. Drew also shared strategies being employed by Kanaly Trust to protect clients. Watch the segment. Disclosures This…

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