Research & Market Insights

11.12 2014

How Doctors Can Build Wealth

The choice to pursue a medical profession is typically a personal decision, having more to do with making a contribution to the world than making large amounts of money. Being a doctor, however, can be a lucrative profession. You need to protect the wealth that you have worked hard to accumulate. As a doctor, there…

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11.04 2014

WealthAdviser – Kanaly Trust launches executive financial planning programme

Kanaly Trust has launched its executive financial planning programme offering a full array of financial advisory services to executives through company-sponsored financial planning programmes. Kanaly’s Corporate Executive Financial Counseling programme is an extension of Kanaly’s Corporate Executive Services that has been helping executives with their financial planning needs since 1975.  The programme can help clients…

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11.03 2014

PLANSPONSOR – Houston Firm Unveils C-Suite Advice Service

Kanaly Trust’s Corporate Executive Financial Counseling program aims to help with employee retention and with analysis of company benefit decisions. The program uses a team approach to financial planning with unbiased, objective advice, without the constraints of a product sales environment. Many of Kanaly’s competitors are product-centric, Drew Kanaly, chairman and president of Kanaly Trust, tells…

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11.03 2014

Kanaly Trust Announces Launch of Executive Financial Planning Program to Help HR Professionals Assist Executives in Making Smart Financial Decisions

Program will offer unbiased financial advisory services to executives ensuring they receive the best solution for their financial planning. A pioneer in the executive planning business, Kanaly Trust, LTA announced today that the firm has officially launched its executive financial planning program offering a full array of financial advisory services to executives through company-sponsored financial…

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10.29 2014

The 3 Stages of Retirement Planning

When you first start planning your retirement, your most pressing concern is overwhelmingly determined by your financial situation. How much money do you need in order to be “ready” for retirement? What can you do to be sure that you’ll have enough to enjoy your golden years and achieve peace of mind? Once you’ve acquired…

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10.22 2014

3rd Quarter 2014 Commentary

Economic Backdrop Measured expectations returned late in the quarter as geopolitical concerns widened and the anticipated end of “easy money” central bank policies in leading developed economies took hold. The U.S. Federal Open Market Committee announced continued asset purchase cuts, remaining on schedule to conclude its asset purchase program in October, while keeping rates near zero….

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10.21 2014

Fourth Quarter 2014 Investment Outlook and Strategy Conference Call Replay

The Kanaly Trust Fourth Quarter 2014 Investment Outlook and Strategy Conference Call took place on October 16th, 2014. Highlights covered during the call include: Less confidence in global economic growth U.S. growth largely on track, but… Deterioration in Europe, especially Germany Strong appreciation of the US Dollar Causing commodity price deflation Helps to keep interest rates…

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