by Thomas O'Connor | Jan 11, 2023 | Articles and Videos
A New Year is upon us, and for many investors, that is exciting news as we lick our wounds from one of the toughest years in the history of the markets, at least from a 60/40 portfolio perspective. A traditional “balanced” portfolio of 60% aggressive positions (stock...
by Thomas O'Connor | Oct 18, 2021 | Articles and Videos
I get it. Estate planning is not a fun topic. But it is important. There are several benefits associated with estate planning (see picture below), largely dependent on your personal and financial situation – but among them – the one that we believe surpasses them all...
by Thomas O'Connor | Jan 27, 2021 | Articles and Videos
Every year the WealthManagement.com Outlook complies expert articles from pioneers in the wealth management space. The outlook addresses the challenges and opportunities that financial planners face in the year ahead. Thomas O’Connor, a Keel Point senior wealth...
by Thomas O'Connor | Jul 10, 2020 | Articles and Videos
After a tumultuous first half of the year, Keel Point reflects on some of the main highlights over the past six months and considers how to respond moving forward. This paper summarizes the substantial changes in the law (SECURE Act, CARES Act, fiscal policy) and how...
