Discover the trends and ideas that are moving investment strategy today, and how they can impact your plans.
2026 Outlook: Managing Wealth in an Age of Massive Disruption and Profound Change
As we prepare for a new year and for the commemoration of our nation’s 250th anniversary, our 2026 Market Outlook, developed by our Key Wealth Chief Investment Office team, delves into the latest research, insights, and economic data to help you navigate our nation’s evolving societal landscape, artificial intelligence, market shifts and more so you can make informed decisions and grow your portfolio
Bucketing: A Time-Tested Drawdown Strategy for Peace of Mind
Life can be as unpredictable as the markets. To mitigate the shocks that unforeseen personal expenses and economic fluctuations may bring, a well-rounded portfolio should address both short-term goals and expenses and long-term growth. The Bucket approach is one technique that can bring peace of mind today while still planning for tomorrow.
An Introduction to Direct Indexing
Investors today seek more than just market-average returns. They’re looking for strategies that deliver after-tax outperformance, align with their financial goals, improve tax efficiency, and reflect their personal values. Direct indexing helps meet these needs by offering index-like exposure through custom equity portfolios, enhancing after-tax outcomes and allowing for greater personalization. In other words, direct indexing is delivering on investors’ search for more and better.
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.
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