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

Investor’s Business Daily: Upbeat or Gloomy? Advisors Strike Right Balance to Reassure Clients

Keel Point

August 21, 2020

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 Article

Dave 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.

Related News & Articles

Market Recap – April 8, 2024

March employment growth was stronger than forecast which is positive news for economic growth, consumer spending and corporate earnings.  Stock markets responded positively on Friday, but the S&P 500 closed down 1.07% for the week, leaving it YTD at +9.11%. The...

read more

Market Recap – April 1, 2024

First quarter economic growth is getting a boost from stronger personal income and spending, while PCE inflation for February has come in slightly lower than expected. In the shortened trading week, S&P and DJIA stock market prices notched new records. The S&P...

read more