KeatsConnelly in the News – Register Now for our Upcoming Workshops! December 2007 E-update (PDF)

KeatsConnelly has named Sally A. Taylor as its newest staff planner.

John Rice has earned the right to use the Chartered Financial Analyst designation.

Past Performance Really is No Prediction of the Future Newsletter Fall 2007 (PDF)

The Center for Compliance Professionals has named Dale Walters, CEO of KeatsConnelly, an Investment Adviser Certified Compliance Professional sm IACCPsm.

Upcoming Workshops – Speaking Engagements – Recent Recognition from Business Community September 2007 E-Update (PDF)

KeatsConnelly has partnered with Phoenix-based Financial Conversations®.

KeatsConnelly has been named the fastest growing financial advisor in Arizona

Does the European Union Matter to US Investors Newsletter – Summer 2007 (PDF)

KeatsConnelly has been named one of the top wealth management firms in the country by Wealth Manager Magazine

KeatsConnelly has named Michael Barker as its newest associate planner.

KeatsConnelly is proud to be recognized for its outstanding contributions to the business community.

KeatsConnelly has named Henry F. Blaszek, III as its newest associate planner.

KeatsConnelly Honored with Corporate Volunteerism Award

KeatsConnelly named one of Arizona’s “Companies to Watch” by the Arizona Small Business Association

KeatsConnelly has expanded its services to offer cross border planning for Canadians and Americans moving to Mexico.

There are two tax acts that may affect your tax liability this year and in coming years. The changes may result in reduced tax liability, extension of tax breaks or a limiting of tax breaks.

A great deal of energy has gone into the debate over which investing strategy makes the most sense, and many investors find themselves bewildered by the often contradictory “advice” they receive.

Identity theft is becoming an increasing problem in the United States. Complaints filed in 2004 approached 250,000, an increase of over 50% in the last two years per the Federal Trade Commission (FTC) web site.

One of the most challenging tasks for any self-employed individual is securing adequate and affordable health insurance.

Residents of Canada may claim gambling losses, but only to the extent of gambling winnings. They should report both their total gambling winnings and total gambling losses for the year. Gambling Winnings (PDF)

There is a wealth of information being published on sophisticated planning techniques, but there is woefully little information on the fundamental attributes of a good financial plan, such as planning assumptions.

In part two, I want to talk about how to create an investment return assumption that makes sense in relation to the inflation assumption used.

According to the US Department of Commerce, Americans spend $1.22 for every dollar they earn, and more than two million Americans file for bankruptcy each year. Start Feeding the Pig (PDF)

Second Families Trigger Complex Planning Issues