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Keel Point
Keel Point’s Executive Chairman Dave Parks connected with Investor’s Business Daily on how advisors can strike the right balance between optimism and pessimism when planning with clients.
Read the ArticleDave Parks is Keel Point’s Executive Chairman and works in Keel Point’s Washington D.C. office. He founded Keel Point in 1998 and has continued to oversee its growth since it merged with Blue Creek Investment Partners in 2015.
The IRS recently announced the 2024 inflation adjusted amounts related to gift and estate taxes. For individuals who die in 2024, up to $13,610,000 of the decedent’s assets, reduced by the value of taxable gifts made during life, will be excluded from federal estate...
Financial markets reacted favorably to the positive updates on earnings, inflation, growth, spending, and consumer well-being reported this past week. Mid- and longer-term Treasury yields declined, and stock markets were up. The S&P closed the week up 0.87%, up...
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...