There is much to be thankful for in the U.S. economy: third quarter GDP growth at 4.9% is a gift from consumers as we are seeing slowing growth but no recession in the current fourth quarter, slowing wage and price inflation and likely achieving the Fed’s 2% inflation...
Keel Point Insights
Check out our guides, tools and research for expert help on all your home family planning and wealth management questions!
Articles
& Videos
Awards &
Press Releases
Investment
Bulletins
Keel Point
in the News
Search Our Resources
Check out our guides, tools and research for expert help on all your life planning and family management questions!
Keel Point Resources
You can trust that Keel Points resources are timely and beneficial. Browse our collection of resources for financial news, articles, and videos.
Market Recap – November 20, 2023
Last week’s CPI inflation report buoyed both bond and stock markets causing mid- and longer-term Treasury rates to fall and stock prices to achieve their three-week straight rally, with the S&P 500 closing the week up 2.44% and up 18% so far this year. October CPI...
Keel Point is pleased to share that MEDTHERM Corporation has been acquired by Raptor Scientific
HUNTSVILLE, AL. (November 17, 2023) – Keel Point, LLC (“Keel Point”) is pleased to share that MEDTHERM Corporation (“MEDTHERM”) has been acquired by Raptor Scientific (“Raptor”), a renowned provider of cutting-edge test and measurement instrumentation. MEDTHERM is a...
Market Recap – November 13, 2023
Last week’s news was hardly uplifting for financial markets, but the S&P rallied 1.56% on Friday to close the week up 1.17%. Year-to-date the S&P is up 15.46% which is consistent with the historical average for year-3 of a presidential election cycle. Paul...
Market Recap – November 6, 2023
Last week financial markets were boosted by the Fed’s decision not to raise interest rates, the October employment report being weaker than expected, and longer-term interest rates declining. The Fed didn’t raise rates last Wednesday, and the post meeting press...
Bloomberg Businessweek – October 31, 2023
Market Recap – October 30, 2023
Coming to the end of the three months that are often the most difficult for equity markets, the S&P 500 has entered a “correction” and is down 10.3% from its July 31 high for the year. It is suffering from the barrage of negative headlines on recession, growth...
Market Recap – October 23, 2023
The discussion on soft landing and recession is heating up as to whether the Fed “needs” to create a recession to wring out the last bit of inflation. GDP growth is averaging 2.1% in the first half of 2023 and expected to be 3.5% (annualized) in the third quarter –...
Planning for Upcoming Changes to Estate Tax Laws
The 2017 Tax Cuts and Jobs Act (TCJA) increased the lifetime gift and estate tax exemption to $11,180,000. This exemption represents the amount of wealth that can be transferred during life or at death to descendants without triggering gift or estate tax. The lifetime...
Market Recap – October 16, 2023
The big news last week was that September CPI core inflation declined but at a slower pace. This decline, along with rising mid- and longer-term Treasury rates, will allow the Fed not to raise interest rates any further this year. Year-over-year headline inflation...
Market Recap – October 9, 2023
The big news last week was the September employment report showing a 336,000 increase in non-farm payrolls and upward revisions of 110,000 jobs for July and August. Equity markets rallied and the S&P 500 closed higher for the week. The Household Survey showed the...
Market Recap – October 2, 2023
The Fed’s “higher for longer” message, and higher longer-term interest rates last week, almost made us miss the good news around GDP growth and declining inflation. August Core Personal Consumption Expenditures inflation index reported last Friday was up only 0.1% in...