Keep your financial plans close and check in whenever you want to. Read about the latest trends for using digital resources to support and grow your wealth, including Key Wealth Direction®, Key’s secure digital wealth management tool.
Dollar-Cost Averaging: A Steady Path to Investing Success
For many, the stock market can be a daunting place. The fear of making a wrong move, buying at the peak or losing due to market swings often keeps investors on the sidelines. But there is a simple, effective strategy that could help ease these fears while building wealth over time. Dollar-cost averaging (DCA) values consistency over perfect timing and can help you reduce the overall cost per share.
What You Need to Know About the SECURE 2.0 Act
Just when you thought you had an up-to-date retirement plan solidified, accounting for all the changes of the Setting Every Community Up for Retirement (SECURE) Act of 2019, Congress wrapped up 2022 with the SECURE 2.0 Act.
Map Your Retirement Years: Navigate the Go-Go, Slow-Go, and No-Go Phases
Retirement often consists of three phases with a different desired lifestyle for each: the Go-Go years, the Slow-Go years, and the No-Go years.
Top 10 2024 Year-End Planning Ideas for Individuals
This year has brought economic resilience, cooling inflation, a pause in the Federal Reserve’s interest-rate hikes and a shift toward lowering interest rates, including the Fed’s decision in September to cut the rate by half a point. Yet geopolitical risks remain and investment market volatility continues. Moreover, the market is contending with the we still have to contend with the Donald Trump-era tax cuts, which are set to expire at the end of 2025.
Nine Considerations When Facing a Divorce Later in Life
Divorce can get complicated, especially when it comes later in life. Couples who have been together for years often own property and investments jointly. Now they need to divide those assets and plan for their future financial situations.
Medical Professionals: A Prescription for Your Financial Health
The demands on medical practitioners today can seem overwhelming. It’s no secret that healthcare delivery is changing, and those changes are reflected in the financial issues that healthcare professionals face every day.
Behavioral Finance: How Emotions and Biases Can Drive Financial Decisions
Can our biases influence our financial decisions? The answer, some experts say, is absolutely and positively yes.
Creating a Roadmap With Goals-Based Wealth Planning
While financial planning always involves investing, it goes far beyond just building an investment portfolio and selecting investments expected to outperform their peers.
How Will I Manage to Send My Child to College?
The ability to send your child to college is near the top of the wish list for most parents. But that diploma doesn’t come cheap.
How You Can Use Credit to Enhance Your Financial Outcomes
Borrowing money is more than just acquiring it to facilitate a purchase or bridge short-term cash needs. Many people effectively employ credit and borrowing strategies as part of their overall financial planning.
Investment Lines of Credit: Good to Have and Good to Use
Access to liquidity is an essential tool in the execution of every wealth plan.
The Key Wealth Institute is comprised of financial professionals representing KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).
Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates.
This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy.
KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice.
The summaries, prices, quotes and/or statistics contained herein have been obtained from sources believed to be reliable but are not necessarily complete and cannot be guaranteed. They are provided for informational purposes only and are not intended to replace any confirmations or statements. Past performance does not guarantee future results.
Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank.
Non-Deposit products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY
