Investment Strategy

Life can be as unpredictable as the markets. To mitigate the shocks that unforeseen personal expenses and economic fluctuations may bring, a well-rounded portfolio should address both short-term goals and expenses and long-term growth. The Bucket approach is one technique that can bring peace of mind today while still planning for tomorrow.

Investors today seek more than just market-average returns. They’re looking for strategies that deliver after-tax outperformance, align with their financial goals, improve tax efficiency, and reflect their personal values. Direct indexing helps meet these needs by offering index-like exposure through custom equity portfolios, enhancing after-tax outcomes and allowing for greater personalization. In other words, direct indexing is delivering on investors’ search for more and better.

See how our leading experts interpret the news, trends, and opportunities this year already brings. In our 2025 market outlook, our Key Wealth Chief Investment Office team delves into the latest research and insights to help you navigate our evolving political landscape, inflation, tariffs, immigration, deregulation, tax policy, interest rates, and market and economic data so you can make informed decisions and grow your portfolio.

Over the next 20 years, it is estimated up to $90 billion of generational wealth will pass on to heirs, some of which is underway now in the form of inherited IRAs.

Markets will always be unpredictable. Market downturns are painful but are a naturally occurring component of equity-market investing. A well-designed financial plan considers market volatility and can help you brave the ever-changing ebbs and flows of the market. If you do not have a plan yet and are just focusing on investing advice, you are missing out on the sense of security that a quality financial plan can provide.

Since they were first issued in 2007, green bonds have become increasingly popular as a tool for socially responsible investing.