Research & Market Insights

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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04.30 2011

The Disconnect Between Wall Street, Main Street

This week, Kanaly Trust chairman and CEO Drew Kanaly was a featured guest on Fox Business News to discuss why Wall Street remains bullish on the markets. “Earnings are spectacular; everyone has been surprised at how robust earnings have been, which continues to drive stocks. Interest rates are at zero, so marginal decisions are easy…

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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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03.23 2011

Market Thoughts

In our view, the market remains in a Fed-induced, liquidity-driven bull market that is likely to stay in place until rising interest rates, higher valuations and too much optimism cause another bear market. This could potentially take place in the second half of 2011. The market has weathered the near-term concerns it is currently faced with…

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03.01 2011

How will the Markets View a Government Shutdown?

Kanaly Trust CEO Drew Kanaly offered his thoughts to regarding how the markets will react to a government shutdown. Visit and read “Government shutdown? Wall Street isn’t worried,” published February 28. Disclosures This material represents an assessment of the market environment at a specific point in time and is not intended to be a…

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01.24 2011

Kanaly Trust Q1-11 Investment Outlook & Strategy

The U.S. economy has shown surprising strength. James Shelton explained this and other key investment issues during our quarterly call. Watch the recording of the webinar and hear his additional viewpoints including: Positive market expectations for 2011 Risks to the economy such as the European sovereign debt crisis and municipal market stress What to expect from…

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12.03 2010

Higher Unemployment Fails to Derail Stocks

This morning the U.S. Department of Labor provided more evidence of this cycle’s painfully slow recovery in employment.  The unemployment rate ticked up to 9.8% from October’s 9.6%, and the economy added only 39,000 jobs in November versus an expectation of 150,000 jobs.  Despite the disappointing employment figures, equity markets held their strong gains for…

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