Research & Market Insights

04.17 2014

Drew Kanaly on Fox Business – More market volatility ahead?

Kanaly Trust Chairman Drew Kanaly, Piper Jaffray senior technical analyst Craig Johnson and Bull Reef Brokerage CEO Scott Shellady on the outlook for the markets. Watch Drew’s Segment On-Demand Disclosures This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future…

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04.16 2014

Transferring Your Wisdom and Wealth

Successfully transferring wealth to your heirs is a challenging but priceless undertaking. It is the result of careful, thoughtful planning and should not be taken lightly. As we work with our clients to craft their estate plans, we face many challenges together. The following are some of the more important things to consider while making…

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04.15 2014

Baltimore Business Journal – High net worth investors prefer oil and metals to stocks and bonds

Americans with more than $1 million in investable assets are increasingly tapping into alternative investments, such as oil and metals, over traditional categories, such as stocks and bonds. High net worth investors engaged in alternative investments have more than one-fifth of their portfolios in alternatives, according to a study released by MainStay Investments, a division of New…

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04.14 2014

Houston Business Journal – High net worth investors taking alternative routes

Americans with more than $1 million in investable assets are increasingly tapping into alternative investments, such as oil and metals, over traditional categories, such as stocks and bonds. High net worth investors engaged in alternative investments have more than one-fifth of their portfolios in alternatives, according to a study released in March by MainStay Investments, a division…

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04.09 2014

Spring Your Retirement Plan Into Action

We work our way through the seasons, longing for the carefree days of spring, when friends and family invite us to slow down, relax, and play. Whether sailing, swaying in a hammock, or chasing a little white ball down an emerald green fairway, spring is life’s dress rehearsal for retirement. Spring vacations transport us to…

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04.02 2014

How to Successfully Plan a Family Business Transition

Succession planning can be an uncomfortable subject to address, but it is an incredibly important priority for any family-run business. Unfortunately, fewer than 20 percent of our country’s family businesses engage counsel of any kind to assist them with succession planning, while over one-third of our nation’s businesses are forecasting a succession event within the…

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03.19 2014

February 2014 Commentary

Economic Backdrop In its latest outlook, the International Monetary Fund recently highlighted expectations of stronger growth in 2014 while recognizing that economic output is below potential and downside risks remain in many nations that should keep global central bank policy accommodative. The U.S. Federal Open Market Committee did not meet in February after welcoming Dr….

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02.24 2014

January 2014 Commentary

Economic Backdrop The monetary policies of global central banks remain accommodative and are expected to continue as such, while global growth builds momentum. According to the International Monetary Fund (IMF), global activity increased in the second half of 2013, receiving a boost from higher inventory demand. Expectations from the IMF of 2014 growth are an…

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02.11 2014

What is a Trust?

A Brief History of Trusts In the years of the Crusades, the Crusaders often left their property to be used and protected by somebody while they were off fighting in the Crusades. This situation was often referred to as the “use.” Later, the word “trust” came into being because, after all, the question arose as…

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