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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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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Fall 2022 Strategy Update Kelly- Gorham Private Wealth

October 26, 2022 |Daniel Kelly

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

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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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Bryan & Sarah Beaumler talking to David Chilton in page

Three Will and estate planning facts that will surprise you

October 08, 2021 |David Chilton

The Wealthy Barber with Bryan and Sarah Baeumler discuss surprising estate laws in Canada

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David Chilton and Bryan & Sarah Baeumler sitting on couch in page

How family, real estate and business can complicate finding the right executor

October 08, 2021 |David Chilton

Bryan and Sarah Baeumler consider the Wealthy Barber’s advice; get help!

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david chilton in blue blazer

How the Wealthy Barber manages emotions when it comes to investing

March 12, 2020 |David Chilton

Author and investor David Chilton offers tips for dealing with market turbulence.

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