Keel Point Insights

Check out our guides, tools and research for expert help on all your
life planning, wealth planning, and familiy management questions!

& Videos

Awards &
Press Releases


Keel Point
in the News

Private Credit

Private Credit We use a graphic1 from the May 31, 2016 Wall Street Journal in some of our presentations to bring home the challenges of today’s low interest rate environment. The data is a few years old, but the conundrum still holds – matching the return that used to...

read more

Market Correction Q and A

Market Correction Q & A Headlines on Tuesday, February 6th shouted that the Dow had just experienced its largest point drop ever the day before. This careful choice of wording probably earned a few more page views for offending news organizations, but clearly was...

read more