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.


Investment Strategy Perspectives First Quarter 2015


The Facts Behind Oil's Price Collapse

The dramatic drop we have seen in oil prices over the last few months has many economic forecasters worried about growth. Conceivably, this could mean that the global economy’s health has started to fail. While that would account for the drop in oil prices, most leading indicators do not confirm that economic diagnosis. Bruce McCain, Chief Investment Strategist, discusses the facts behind oil’s price collapse.

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Picking The Winners And Losers From Oil's Slide

How can you determine the winners and the losers from the drop in oil prices? While some global economies will clearly benefit from lower oil prices, the net effect in the United States will likely be less positive. Bruce McCain, Chief Investment Strategist, shares his insights on the overall impact to the U.S. and other global economies from reduced oil prices.

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Will the U.S. economy finally lift off in 2015?

While the analysis of global supply and demand suggests the United States will not accelerate quite as sharply as the optimists forecast, there are still a number of reasons to be positive about U.S. growth in 2015. Bruce McCain, Chief Investment Strategist for Key Private Bank, discusses the outlook for the U.S. economy.

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Tax Loss Selling: Don't Lose Money Trying To Save On Taxes

Running with the crowd may work well for a while, but doing so at the wrong time can be extremely costly. Bruce McCain, Chief Investment Strategist, discusses tax-loss selling strategies, including the right time to implement them to maximize after-tax investment gains.

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Living Well in Retirement: Beef Up On Stocks

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.

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Rebuilding the American Dream: What’s Really Holding Back U.S. Housing

Five years after a pillar of the American Dream crumbled, what is the state of U.S. housing and real estate markets? Bruce McCain, Key Private Bank’s Chief Investment Strategist and regular Forbes.com contributor, shares his outlook for the U.S. housing market.

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Why Waiting for the Big Correction Isn't the Best Strategy

Sitting on the sideline waiting for the "big" correction, rather than investing, isn't an optimal formula for success. Bruce McCain, Key Private Bank’s Chief Investment Strategist and regular Forbes.com contributor, shares some strategies for investing in the current market.

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For Investors, Like LeBron Fans In Cleveland, Patience Is Key

With LeBron James’ return to Cleveland, hopes of an NBA championship in Cleveland have skyrocketed. But it often takes more time than people expect to assemble the right mix of talent to deliver a championship team. Bruce McCain, Key Private Bank’s Chief Investment Strategist and regular Forbes.com contributor, talks about how this is also true for investing and the U.S. economy.

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Asset Protection Planning