Charlie Wolpoff, The Kelly Group’s Director of Financial Planning and Research, traveled to Chicago the week of July 11 to attend the 2018 Morningstar Investment Conference. This annual event provides diverse and cutting-edge insights into developments on financial advice and investing. Speakers at the conference included Walter Bettinger, CEO of Charles Schwab; Morningstar CEO Kunal Kappor; Kevin Kelly founding executive editor of Wired Magazine; and legendary investor and perma-bear Jeremy Grantham. One of the highlights of the conference was an interview with Nobel laureate Daniel Kahneman, a pioneer in the field of Behavioral Finance. Morningstar is a leading provider of independent investment research.
Chad Arrington and Tom Cusick attended the PIMCO 2018 Wealth Management Forum in New York City on May 21-22. The forum was held at the New York Stock Exchange, providing an opportunity for Chad and Tom to tour the trade floor and experience both opening and closing bells. Featured speakers included directors and managers of PIMCO’s various fixed income strategies, who shared insights from their secular outlook for fixed income and the U.S. and global economies, in addition to updates on their processes and approaches for managing fixed income/bonds in a rising interest rate environment and times of uncertainty.
Financial advisor Jodi M. Davis once again presented her Social Security Strategies for Baby Boomers at Harford Community College on Wednesday, May 9th. The class, part of a series that Jodi teaches at the college and throughout the community, focused on the social security strategies that remain after recent legislative changes and how to maximize Social Security benefits.
The Kelly Group and Kelly CPAs found twice the reason to celebrate. On May 2, 2018, the firms threw a double surprise bridal shower for Client Service Associate Jacqueline Scott who will be marrying her fiancé Jason Reep on June 30th and also for CPA Marianna Cardon and her fiancé Eden Miche who will be tying the knot on May 19th. Congratulations and well wishes to both couples!
On Tuesday, February 6, The Kelly Group team members gathered for one of our semi-annual “offsite” meetings in which we address our firm’s long-term strategy and vision. Held at the Maryland Golf and Country Clubs, this “offsite” included a motivating recap of our very successful 2017, and a team exercise in creating parameters for productive and interactive group discussions. Our Advisors and Financial Planning Associates also conducted a deep dive review into our investment process. We find these out-of-office meetings to be an excellent means of maintaining our edge and helping keep our laser-like focus where it always should be—providing our clients with the best possible service.
From January 29 – February 1, 2018, Chad Arrington and Michele Wolbert travelled to the home office of our Broker/Dealer, Cambridge Investment Research, Inc. in Fairfield, Iowa to participate in Cambridge’s Imbedded Leadership and Continuous Improvement programs. The Kelly Group is dedicated to our mission of seeking opportunities to better serve our clients’ needs.