In an event showcasing The Kelly Group’s depth and breadth of talent, a panel of TKG advisors addressed a variety of topical issues in front of a large gathering of clients and friends. The September 28 forum, held at the Maryland Golf and Country Club, featured TKG advisors Bryan Kelly, Chuck Wienckowski, Jodi Davis, Chad Arrington, and Charlie Wolpoff. Bryan began the evening by discussing The Kelly Group’s investment philosophy and its disciplined process for selecting strategists. Emphasizing the essential role of the financial plan, of which investing is only one component, he then turned to the panel which tackled a wide assortment of matters that can affect the success of the client’s financial plan. Among the subjects discussed were the importance of knowing your retirement “magic number”, the corrosive effect of inflation, the latest developments regarding social security strategies, and how to protect oneself from the ever-growing threat of identity theft. The wide-ranging conversation concluded with a roundtable on various behavioral biases that can interfere with rational financial and investing decisions.
In a busy month for travel and educational conferences, Bryan was able to spend a day (September 11) in Philadelphia at a conference held jointly by the prestigious Wharton School of Business and the Investment Management Consultants Association. Among the speakers were Wharton professors Richard Marston, author of “Investing for a Lifetime”, and Joao Gomes, an expert in the intersection of macroeconomics and financial markets. At this high-level conference addressing a variety of complex investment issues, Bryan was gratified to hear further confirmation of core aspects of The Kelly Group philosophy: the importance of maintaining a long-term strategic approach to investing, and–most important of all—the essential role in the success of any investment strategy played by the financial plan.
The Kelly Group surprised financial advisor Chad Arrington and his wife Daria with a baby shower to celebrate the upcoming birth of their baby girl.
As part of Business Appreciation Week, representatives from the Maryland Department of Commerce, Harford County Department of Economic Development, Harford County Council and the Town of Bel Air presented The Kelly Group with citations and proclamations in recognition of our 20 years in business and shared their thanks for our active community involvement amongst our entire team.
Bryan and Katherine Kelly and Michele Wolbert attended the 2017 Harford Community College Foundation’s 2017 President’s Circle Dinner on September 19th at Maryland Golf & Country Club. The dinner was in appreciation of HCC Foundation donors who sponsor or support scholarships to college students. The Kelly Group is proud to sponsor an annual scholarship.