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Wealth Management

Using Key Wealth Direction®.

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.

Determining If Tax-Loss Harvesting Is Right for You

So far this year the markets are broadly down. You likely have unrealized losses in your portfolio. Tax-loss harvesting may be a strategy to consider, but harvesting those losses now could have a negative outcome in the long run.

Top 10 2022 Year-End Planning Ideas for Individuals

This year, we have seen our economy learn not only to live with the COVID-19 pandemic but to reaccelerate, too.

Key Questions: What Is a Donor-Advised Fund, and Should I Create One?

These funds for charitable giving are growing in popularity. Consult your advisor to see if it is right for you.

Rethinking Social Security: The Impact of the 2022 Social Security Trustees’ Report

The board of trustees of the Social Security trust funds released its 2022 annual report on June 2, detailing the program’s current and projected financial status. The report includes extensive information about the actuarial status and financial operations of the Old-Age and Survivors Insurance (OASI) and Disability Insurance (DI) trust funds.

If Inflation Has You Worried, There Might Be a Savings Bond for You

If there's a silver lining for investors during these inflationary times, it just could be the old standby gifts of grandparents to newborns – safe US savings bonds. More precisely, the Series I savings bonds, so called because the interest it pays is tied to inflation, which is now at its highest point in 40 years.

What You Need to Know About 529 College Savings Plans

Saving for your child’s education may have taken a backseat to coping with rising inflation, elevated market volatility, and the ongoing implications from the COVID pandemic. But that could be a mistake. 

The Residential Real Estate Market Is Slipping. Is it 2008 Deja Vu?

There are troubling numbers but most factors indicate we are not heading for another housing bubble burst.

What Do Rising Interest Rates Mean for You?

Rising interest rates will have a potential impact on investing, borrowing, wealth management, estate planning, and taxes. There are challenges and opportunities ahead.

Getting Your Financial House In Order

Following are some of the major categories and tasks our advisors and I are recommending for clients to get their financial houses in order.

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.

Achieving Best-in-class Wealth Management Integration

For a family’s long-term wealth management strategy to succeed, its advisory team's efforts must be integrated.

2021 Economic and Investment Update

While we did not foresee the worst healthcare crisis in over a century, the worst economic decline in 90+ years, the fastest 30+% stock market decline followed by the quickest recovery, we posed two scenarios that could unfold over time.

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