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Discover the trends and ideas that are moving investment strategy today, and how they can impact your plans.

Investment Strategy

Key Wealth Matters Podcast — Private Investments: What are they and how do they Impact your Plan?

The headlines have been undeniable. "Market reaches new record highs, despite pandemic," and other similarly sensationalized headlines have underscored the massive investment seen in a variety of markets – but this trend has been especially true for private equity and investment.

February 2021
Investment Strategy

Demystifying Hedge Funds

While hedge funds have been around since the 1940s, there is still an air of mystery about them for many investors — and a lot of questions. What do they do? Who may invest in hedge funds? How well do they perform? How do they fit in a portfolio?

April 2020
Investment Strategy

Demographic Transition: The Economic and Investing Implications of an Aging Planet

In determining economic growth, few factors are more influential than demographics. And one demographic trend in particular — the aging of our global population — is already presenting us with unprecedented challenges.

April 2020
Investment Strategy

ESG Investing: A Growing Approach to Values-Based Investing

Environmental, social and governance (ESG) or sustainable investing is becoming mainstream. Here’s what you need to know about the trend, the goals and the upside potential.

August 2019
Investment Strategy

Why Investors Make Bad Calls and How to Avoid it

Behavioral science shows us why we often make the wrong choices at the wrong times. While there’s no guarantee you won’t slip up, there are steps we can take to become better investors and focus decision-making on objective factors.

May 2019
Investment Strategy

Craft a Portfolio Aligned with Your Financial Goals

Constructing an investment portfolio that is thoroughly closely integrated with your financial goals is essential.

May 2018
Investment Strategy

Selling and Hedging Strategies for Concentrated Stock Positions

A concentrated stock position is defined as any single holding that makes up 30% or more of an individual’s overall investments.

April 2018
Investment Strategy

Investment Philosophy Video

An investment philosophy is a set of beliefs that guides Key Private Bank’s approach to investing on behalf of our clients. Learn more from our Chief Investment Officer, George Mateyo.

March 2018
Investment Strategy

Our Investment Philosophy: Its Purpose and Design

An investment philosophy is a set of beliefs that guides and explains Key Private Bank’s approach to investing on behalf of our clients.

February 2018
Investment Strategy

Active vs. Passive Investing Video

Do you understand the differences between active v passive investing? If not, this video will be a great resource for you.

January 2018
Investment Strategy

Our Approach to Active and Passive Investing

Do you understand the differences between active v passive investing? If not, this video will be a great resource for you.

January 2018