Spring 2025 Strategy Update Daniel Kelly Private Wealth

April 14, 2025 |Daniel Kelly

“History is the sum total of things that could have been avoided.” Konrad Adenauer

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Winter 2025 Strategy Update Daniel Kelly Private Wealth

January 27, 2025 |Daniel Kelly

“Financial Plans are like seat belts – boring until you realize they just saved you.” ~Unknown

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Fall 2024 Investment Strategy Update Daniel Kelly Private Wealth

October 24, 2024 |Daniel Kelly

Prediction is very difficult, especially if it’s about the future.” ~Nils Bohr, Physicist

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Video: The Wealthy Barber: Is your Will’s executor ready?

August 30, 2024 |RBC Wealth Management

When estate planning, remember to include your personal property and heirlooms

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Video: The Wealthy Barber wants to know: Are you making a Will?

August 30, 2024 |RBC Wealth Management

Why you should make a Will and include an up-to-date net-worth statement

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Summer 2024 Investment Strategy Update Daniel Kelly Private Wealth

July 15, 2024 |Daniel Kelly

“Every month Visa and MasterCard call to compliment me … They tell my balance is OUTSTANDING!” ~Tom Cotter, Comedian

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Video: The Wealthy Barber: Settling estates and being an executor is becoming more complicated

April 30, 2024 |RBC Wealth Management

Being an executor can be stressful. Are you ready for the job ahead?

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Video: The Wealthy Barber’s ageless estate planning advice

April 30, 2024 |RBC Wealth Management

David Chilton's guidance on Wills, powers of attorney hasn't changed

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Spring 2024 Strategy Update Kelly- Gorham Private Wealth

April 10, 2024 |Daniel Kelly

"Trying to predict inflation and interest rates is like trying to catch a greased pig at a county fair – you might think you have a grip on it. Before you know it, it's slipped right through your fingers, leaving you wondering what just happened!"

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Winter 2024 Investment Strategy Update Kelly- Gorham Private Wealth

January 12, 2024 |Daniel Kelly

Here’s some good advice to start off the New Year: “Before you criticize someone, you should walk a mile in their shoes. Then, when you start criticizing them, you’re a mile away and they’ve gotta run after you in their socks.” Lee Child

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