Keel Point Insights
Check out our guides, tools and research for expert help on all your
life planning, wealth planning, and familiy management questions!
Articles
& Videos
Awards &
Press Releases
Investment
Bulletins
Keel Point
in the News
Then and Now: 60/40 Portfolios
View PDF
When You Need to Draw from a Portfolio
When You Need to Draw from a Portfolio Preparing your portfolio to cover living expenses is an anxious task. If you are navigating such a transition right now, your discomfort is probably rooted in the unfamiliar feeling of relying on investment income instead of...
Stock Returns & Financial Planning
Stock Returns & Financial Planning Last quarter we cautioned that a traditional 60/40 portfolio of stocks and bonds is likely to underperform expectations formed from history because of today’s low starting bond yields. We developed a few potential solutions to...
Market Commentary 3rd Quarter 2018
View PDF
What to Own is Important, Where to Fund is Just as Critical
What to Own is Important, Where to Fund is Just as Critical Our clients and friends have read our thoughts on risk from a few angles by now in these Investment Bulletins. It is a frequent topic because we view it as the most important. Previous discussions have...
Optimizing After-Tax Return with Private Placement Insurance and Annuities
Optimizing After-Tax Return with Private Placement Insurance and Annuities Keel Point has partnered with Lombard International and Republic Capital Group to offer eligible clients private placement life insurance and variable annuities where we believe they can...
Market Commentary July 2018
View PDF
The Flattening Yield Curve
The Flattening Yield Curve Markets are frequently said to face down a wall of worry. One of the more recent worries is an interesting study – that of the flattening, potentially inverting U.S. yield curve. Today’s curve threatens to play the villain, at least...