Research & Market Insights

10.16 2014

Houston Chronicle – Volatile markets not rattling investors

Diversified stocks help in riding out market’s swings A volatile couple of weeks in the stock market isn’t shaking up too many investors, who have been watching the slow creep back from the 2008 recession with caution… Read Full Article Disclosures This material represents an assessment of the market environment at a specific point in…

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10.15 2014

Estate Planning – Getting the Basics in Line

There are a variety of events in your life that may trigger the need for a new or updated estate plan. Events such as a marriage, a divorce, a birth or a death may occur, creating a new need for changing existing planning documents. You spend a career working hard to earn money, generating equity…

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10.08 2014

The Dollar Cost Averaging Debate

For years, controversy has surrounded the conventional wisdom of dollar cost averaging into the market. A recently published white paper by Vanguard has renewed the debate among advisors as to the merits of dollar cost average investing (DCA) versus lump sum investing (LSI). The disagreement on the benefits and drawbacks of dollar cost averaging (DCA)…

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10.04 2014

Debt Management for Doctors

As a doctor, you typically have a lucrative compensation package, but with today’s demanding healthcare industry, you have little time to concentrate on your own financial affairs. At times, this can cause debt to accumulate. Doctors and Debt As a doctor, you tend to accumulate a large amount of debt because of your long, costly…

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10.02 2014

Kanaly Trust: Our Purpose, Experience & Impact

Kanaly Trust has worked together with individuals and families since 1975. We understand the unique needs of each client and apply a wealth of insights and time-tested experience to get results for our clients. Our purpose is give you peace of mind. Our purity lies in our objectivity and ability to avoid conflicts. Our passion…

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09.24 2014

Wealth with Trust: How Kanaly Delivers Results for You

We plan, we organize and we implement Our comprehensive approach to wealth management sets us apart from firms simply seeking assets to manage. For over 35 years we have worked closely and confidentially to help wealthy families achieve their goals. We can help you achieve yours. As every family confronts a natural sequence of needs…

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09.15 2014

August 2014 Market Commentary

Economic Backdrop Economic expansion continued to unfold at disparate paces across developed markets in August. Major central banks held monetary policies stable—even as new data showed signs of shifting growth trajectories, supporting arguments for modifying current levels of accommodation. U.S. Federal Reserve (Fed) Chair Janet Yellen gave a speech that mirrored minutes from the latest…

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09.10 2014

Steps to Reporting Identity Theft

Identity Theft happens when someone steals your personal information and uses it without your permission. Unfortunately, Identity Theft is becoming more and more prevalent as we move to an information age where data is at our fingertips. Identity Theft is a serious crime that can wreak havoc on your finances, credit history, and reputation. If…

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08.27 2014

Where Should Retirees Focus Their Retirement Planning?

Planning for retirement, much less considering retirement, can be a challenge and may seem rather daunting. After a comfortable 30- or 40-year long career, it’s only natural to hesitate and think about the concerns and fears of what might lie ahead in your retirement. It is only natural to approach this time in life with…

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