For a quick update on how stock markets are reacting to last week’s economic news and a thought about the challenge facing the proposed “Department of Government Efficiency”, please see our November 18, 2024, Keel Point Market Recap. https://lnkd.in/e5MdJrNn
关于我们
Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP?, MBA, CPA, CFA, and JD. *Third-party posts found on this site do not reflect the views of Keel Point, LLC and have not been reviewed by the Firm as to accuracy or completeness.
- 网站
-
https://www.keelpoint.com
Keel Point的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Huntsville，AL
- 类型
- 合营企业
- 创立
- 2003
地点
Keel Point员工
动态
-
For a quick update on how stock markets are reacting to last week’s economic news, please see our November 18, 2024, Keel Point Market Recap. https://lnkd.in/gEabmTH4
Market Recap – November 18, 2024 - Keel Point
https://keelpoint.com
-
National Philanthropy Day celebrates the meaning of giving and the charitable organizations and donors working together to make the world a better place. Would you like to learn about tax-efficient strategies for giving??Click the link in the comments to register for next week’s webinar! #NationalPhilanthropyDay #NPD
-
-
Keel Point was proud to sponsor and attend an event highlighting economic empowerment with Five Talents USA. Our team members Gisle Sorli and Vanessa Kraus, CFP? had a great time connecting with like-minded professionals and supporting meaningful initiatives around the world.
-
-
To those who served our country and to their families, we are truly grateful and thank you for your service. #thankaveteran?#veteransday
-
-
For a quick update on how stock markets are reacting to the Donald Trump election and its likely impact on the economy, please see our November 11, 2024, Keel Point Market Recap. https://lnkd.in/e3nZgpb4
Market Recap – November 11, 2024 - Keel Point
https://keelpoint.com
-
Many foundations and endowments work with an Outsourced Chief Investment Officer to benefit from their knowledge and expertise, especially if they don’t have sufficient internal resources to manage their investments. If you believe your organization could benefit from the skills and tools of OCIO, click the link in the comments to learn more.
-
-
Catch Chief Economic Advisor Steven Skancke on Bloomberg Businessweek as he dives into the implications of the recent presidential election results and what they could mean for Federal Reserve policy. Steve shares insights into how potential shifts in economic strategy may impact interest rates, inflation, and growth, offering a unique perspective on what lies ahead for markets and investors. ? Watch below: