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Wealth Management : Current Topics
Understanding the latest economic, political and industry news is important to managing your wealth effectively. Our national team of experts at Key Private Bank regularly provides commentary and advice on the current topics and issues that impact your wealth management planning.
Browse our resources below to learn more about the latest trends and information in wealth management.
Keeping You Informed: Municipal Commentary April 2016
Key Private Bank’s Economic and Market Outlook
Key Conversations Estate Planning in a Digital World
We are often asked what effect the election will have on the economy, particularly because of the surprising support for candidates that advocate radically different political solutions. Whether people applaud the radical proposals or despise them, most agree there is extensive support for major change. To properly analyze the effects the election might have, therefore, it would help to better understand why voters are so unhappy with the status quo.Details
Most people think that they can always make a portfolio safer by investing a larger share of their money in “safe” assets. They would be wrong. Portfolios reach a point where investing more money in the safest asset actually increases the risk of portfolio volatility. There are also times when adding more safe assets does little or nothing to reduce portfolio risk but still reduces what the portfolio can earn. Diversification is more complicated than we often think.Details
We have long been told that diversification eliminates unnecessary risk from our portfolios, but how many investors know how diversification works or how to do it effectively? Is it simply enough to distribute assets across a range of investments, or is the process more complicated than that? Diversification, when it is done well, does have some complexities, so a better understanding of the tradeoffs and pitfalls can be helpful in diversifying more effectively.Details
All investors would love to make money without having to take risks, but unfortunately you will not make much money unless you do. Deciding how much to put at risk in equities, therefore, has a critical impact on how your wealth grows over time.Details
Is your portfolio allocated properly to ensure a secure retirement? Bruce McCain, Chief Investment Strategist, shares the keys to successful retirement investing on Forbes.com.Details