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Keel Point
Communication is essential to building the foundations of your clients’ futures. Keel Point’s Family Wealth Director Cam Nunery wrote a piece about the importance of building a financial relationship with your client’s kids for Wealth Management.
Read the ArticleCamden Nunery is Keel Point’s Family Wealth Director and works in Keel Point’s Washington D.C. office. Nunery has a background in both finance and law and previously worked in investment banking in New York City.
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...