Press Room

Bridging the Border to Your Financial Future

Press Room

Recent News

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7/15/2008 Keats, Connelly and Associates Named Top Wealth Management Firm for Eighth Consecutive Year
Keats, Connelly and Associates, Inc. has been named one of the top wealth management firms in the country by Wealth Manager magazine, as part of its Eighth Annual Wealth Manager “Top Dog” report.
6/19/2008 Keats, Connelly and Associates, Inc. Recognized for Workplace Flexibility and Effectiveness
Keats, Connelly and Associates, Inc. was named a winner of the 2008 Alfred P. Sloan Award for Business Excellence in Workplace Flexibility today.
5/28/2008 Dale Walters Honored by Arizona Family College Savings Plan Committee
Dale Walters has been honored for his outstanding leadership during his tenure as committee chair for the Arizona Family College Savings Plan Oversight Committee (AFCSP).

Recent Publications

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7/1/2008 Summer 2008 E-Update Newsletter
KCA 2009 Workshop Dates - About that Joint in College - Keeping the Cottage in the Family - New Stiff Penalties for Underreporting Bank and Financial Accounts - KCA News
4/24/2008 Newsletter Spring 2008
Is the 4% Solution Right For Your Retirement Plan?
4/1/2008 Spring 2008 E-Update
Market Downturns - Canadian 2008 Federal Budget Highlights - Rise in Numbers of Canadians Visiting Arizona
The Border Guide
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The Border Guide

9th Edition to Hit Bookstores - July 2008

Written by Mr. Robert Keats, our company's founder, The Border Guide has sold over 70,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.

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