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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Video: The Wealthy Barber on why executors should rely on trustworthy professionals

Video: The Wealthy Barber on why executors should rely on trustworthy professionals

 November 29, 2023 |RBC Wealth Management

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

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Video: Are you an executor? Three reasons why you should get help

Video: Are you an executor? Three reasons why you should get help

 November 29, 2023 |RBC Wealth Management

The Wealthy Barber on why executors should consider getting help from the professionals.

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Fall 2023 Strategy Update Kelly- Gorham Private Wealth

 October 17, 2023 |Daniel Kelly

“I used to think that if there was reincarnation, I wanted to come back as the president or the pope or as a .400 baseball hitter. But now I would like to come back as the bond market. You can intimidate everybody.” James Carville

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Summer 2023 Strategy Update Kelly- Gorham Private Wealth

 July 11, 2023 |Daniel Kelly

"Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair." ~Sam Ewing

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Spring 2023 Strategy Update Kelly- Gorham Private Wealth

 April 27, 2023 |Daniel Kelly

“I’m glad I learned about parallelograms instead of how to do taxes.  It’s really come in handy this parallelogram season.” — Sage Boggs

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David Chilton

Video: Does your executor have financial skills? Why the Wealthy Barber thinks they should

 April 26, 2023 |David Chilton

Will and estate planning tips for multiple generations

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Do you have a power of attorney? The Wealthy Barber and his daughter discuss why everyone needs one

 October 07, 2022 |David Chilton

Who will manage your finances if you can’t? Powers of attorney are an essential part of your estate plan.

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The Wealthy Barber on why it’s important to talk to your family about estate planning

 October 07, 2022 |David Chilton

David Chilton and his daughter, Courtney, discuss his executor, probate, power of attorney and digital assets

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Summer 2022 Strategy Update Kelly-Gorham Private Wealth

 July 26, 2022 |Daniel Kelly

Here is the Kelly-Gorham Private Wealth Summer 2022 Investment Strategy Update outlining our current thoughts, strategy and positioning of our portfolios.

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