On November 3rd, Charlie Wolpoff, our Director Of Financial Planning & Research, and Joe Henninger, one of our Financial Planning Associates, attended the Davis Funds’ 2017 Advisor Investment Forum in New York City. Portfolio Managers Chris Davis & Danton Goei, who manage the Davis New York Venture Fund, discussed their thoughts on the last year, and expectations for the future. Chris and Danton presented several sessions, such as Building Long-Term Wealth: Lessons from 60 Years on Wall Street, and Global Market Outlook & Four Investment Themes for the Coming Decade. Charlie and Joe also joined Davis for their open Q&A session, where they discussed management succession planning, and the structure and focus of Davis’ broad team of analysts. Attending conferences of this type held by our strategists is just one aspect of The Kelly Group’s ongoing investment due diligence process. Pictured from left to right are Joe, co-Portfolio Manager Danton Goei, and Charlie.
Financial Advisor, Jodi Davis, was asked to speak at the 2017 MACPA Practitioners Conference on Thursday, November 2, 2017 at Martin’s West. Jodi’s presentation on Social Security Planning reviewed options and claiming strategies post the bipartisan changes of 2015. She also discussed some of the missteps or mistakes made by claimants and SSA personnel when filing for benefits.
On November 2nd, Kelly CPAs and Consultants hosted an educational seminar for clients and their guests on The State of Tax Reform. Presenter Chuck Wienckowski spoke on the seven steps of a tax bill becoming tax law and reported on the up to the minute tax bill released by the House Ways & Means Committee yesterday.
On October 5th & 6th, The entire Kelly Group team traveled to Hershey, PA to attend the annual Premier Wealth Management Conference. After the conference sessions on compliance, practice management, technology and leadership, our team took time to enjoy several activities together including Segway tours, spa treatments, golfing and touring the beautiful Hershey gardens.
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.