4.23.2013 : The Kelly Group expands Financial Planning and Wealth Management Team
Charles Wolpoff joins local firm as Director, Financial Planning & Research
The Kelly Group enhances its financial planning and wealth management service areas with the addition of Charles Wolpoff, CFP®, JD, LLM. Wolpoff brings more than thirty years of experience in the areas of financial planning, law, research and writing. Click here to read the full release.
4.19.2013 : The Kelly Group Attends Davis Fund Forum in New York
As part of The Kelly Group’s ongoing commitment to holding the funds of only truly skilled managers in our clients’ portfolios, we believe in spending interactive face-to-face time with those managers and their investment teams. To this end, on April 19th, Bryan Kelly and Jodi Davis spent the day in New York with executives and managers from Davis Advisors, which runs Davis New York Venture . The conversations were very wide-ranging. Among the issues addressed , Christopher Davis, the chairman of Davis Advisors, discussed how they’re positioning their stock portfolios to best navigate the often challenging market environment. Kenneth Feinberg, one of Davis’ top portfolio managers, offered insights into the attributes they look for in a business. We came away impressed with the quality and experience of the Davis team, the company’s culture and management’s forward-looking vision. We look forward to more of these due diligence trips.
4.11.2013 : The Kelly Group’s 8-person investment committee took a due diligence trip to the offices of Franklin Advisory Services.
On April 11th, The Kelly Group’s 8-person investment committee took a due diligence trip to the offices of Franklin Advisory Services. With offices located in Fort Lee and Short Hills New Jersey, this mutual fund company manages funds that are both currently in our portfolios and candidates as future investments. Our visit there gave us an opportunity to spend face-to-face time with the fund managers and members of their investment team. We came away impressed with their intelligence, focus, passion, experience, confidence and, most of all, their humility.
Pictured left to right: Chuck Wienckowski, Chad Arrington, Allison Perdue, Bryan Kelly, Peter Langerman, Chairman, Chief Executive Officer of Investment Management and Interested Trustee, Franklin Mutual Recovery Fund, Michael Bertrand, Jodi Davis, Charlie Wolpoff and Bill Kelly.
3.20.2013 : Bryan Kelly recently attended Pimco’s 2013 Due Diligence Meeting Series
Bryan Kelly recently attended Pimco’s 2013 Due Diligence Meeting Series, an invitation-only event, in Newport Beach, California. The meetings offered an opportunity for financial advisors to hear directly from PIMCO’s investment strategists as they discuss PIMCO’s latest market and investment outlook. PIMCO is one of many fund families that The Kelly Group has included in our various portfolio models.
3.14.2013 & 3.15.2013 : William S. Kelly, CPA, CFP®, of The Kelly Group Attended Two-Day Retirement Income Forum
William S. Kelly, CPA, CFP®, of The Kelly Group attended a two day Retirement Income Forum in Orlando, Florida presented by broker/dealer, Cambridge Investment Research, Inc. The forum, which highlighted recent developments in the retirement income arena, focused on helping financial advisors provide clients with the best solutions and strategies for their retirement needs.
3.5.2013 : The Kelly Group attends Federal Reserve update event
Bill Kelly, Bryan Kelly, Chad Arrington and Charles Wolpoff attended the Federal Reserve Update on the Economy on March 5th in Baltimore. The event was sponsored by Leadership Maryland, of which Bryan Kelly is a graduate. The speakers, Dr. Andrew Bauer, Regional Economist and Robert E. Carpenter, Senior Financial Economist, both of the Federal Reserve Bank of Richmond, presented on the recent developments in the US fiscal outlook as well as the recovery in US labor markets and growth in domestic consumption. The Kelly Group Team attends the Federal Reserve Update annually.
3.3.2013 : The Kelly Group’s Chuck Wienckowski, a long-time triathlete, completed the grueling Escape from Alcatraz Triathlon in San Francisco.
The event included a 1.5 mile swim from Alcatraz Island in the San Francisco Bay followed by an 18 mile bike ride and concluding with an 8 mile run through the Gold Gate National Recreation Area. The race drew more than 2,000 triathletes from as far as Hong Kong & Australia.
2.2013 : Harford Community College President's Contract Renewed
Bryan Kelly, Board of Trustees of Harford Community College, was recently featured in a Baltimore Sun article regarding the Board's unanimous vote to extend the contract of college President Dennis Golladay.
Click here to read the full article.
1.2013 : Chuck Wienckowski attended the AICPA Advanced Personal Financial Planning Conference in Las Vegas.
Planning Conference in Las Vegas. The American Institute of Certified Public Accountants (AICPA) sponsors this event each year. This year’s conference attracted a record 1,100 CPA financial planners from across the U.S. Conferences like this and others attended by advisors with The Kelly Group, allow us to remain on the cutting edge of personal financial planning issues.
12.2012 : Financial Planning Associate Chad Arrington completes his CFP® designation and Series 7 examination.
Financial Planning Associate Chad Arrington had two great accomplishments last quarter. After successfully completing the Certified Financial Planner® examination in early 2012, he completed all of the additional requirements in the last quarter of 2012 to earn the right to display his CFP® credentials. In November 2012, Chad also passed the Series 7 Examination, the most comprehensive FINRA regulated securities exam, earning his license to provide investment advice. Double Kudos, Chad!
12.2012 : A Very Kelly Christmas – The Kelly Group donates much needed baby care items to local charity, SARC.
In December, as a Christmas gifts for our fearless leaders, Bill and Bryan, our team outfitted a local safe house with some much needed items such as baby monitors, "Pack & Plays", potty training materials and potties, diapers and juice. The safe house is operated by SARC, an organization providing aid and re-lief to victims of domestic violence, sexual violence and stalking.
8.2012 : Bryan Kelly kissed a pig!
Bryan Kelly competed in a friendly competition during July and August to raise money for the Boys & Girls Clubs of Harford County. Thanks to the generosity of our clients, family and friends, over the course of six weeks, Bryan and our team were able to raise over $3,400 for children here in our community. In all, Bryan and his "competitors" raised over $38,000…and ALL of them got to KISS THE PIG in front of a very large crowd at this year's Maryland BBQ Bash here in Bel Air.
8.2012 : The Kelly Group earns new designation
CPA's Chuck Wienckowski and Susan Burchett recently earned their CGMA (Chartered Global Management Accountant) designations. This designation is earned by CPA's with expertise in Management Accounting and enhances the services they offer to individuals, businesses, non-profits and government agencies.
7.2012 : Harford County Farm Fair sponsorship
The Kelly Group recently held the winning bids for Harford County's 2012 Farm Fair champion lamb from 4-H member Margaret Stump. Additionally, The Kelly Group also bid and won a fondant cake from Junior Champion Megan Foulk, a hog from Ryan Mandl and a hog from Lizzy Kilby. Proceeds from Farm Fair benefit 4-H and the Ben Keyes Scholarship Fund.
6.2012 : Pomp and Circumstance
Michele Joyner recently graduated with the 2012 Class of the Harford Leadership Academy. The Academy is a Community Development Program, co-sponsored by Harford Community College and the Harford County Chamber of Commerce, designed to promote the development of existing and emerging leaders in Harford County.
5.7.12 : Falling to Earth
The Kelly Group recently sponsored and attended a "Journey Stories" event in conjunction with the Harford County Public Library Foundation. The event featured astronaut, speaker and author Colonel Al Worden who delighted the crowd with stories about his illustrious career with NASA and his trip to the moon as the command module pilot for Apollo 15.
5.2012 : The Kelly Group featured in Exclusively Harford
The Kelly Group was featured in a two page article once again this year in the local annual publication "Exclusively Harford". The article highlighted our firm's growth, vision and service over the past fifteen years. We have a few extra copies here in the office. If interested in receiving one, please call us at 410.893.0560 or email email@example.com.
4.2012 : Allison Perdue heads to Washington
Planning Associate Allison Perdue visited Washington, D.C. twice this summer as part of her award for her winning essay/video, "Why Americans are saving less than former generations even though former generations were poorer". During her first trip, Allison and her four winning college teammates visited with Congressman Reid Ribble of the Budget Committee and Senator Herb Kohl of the Senate Appropriations Committee. They were provided a tour of the Capital and took part in a panel discussion for the Women's Institute for a Secure Retirement (WISER) where they answered questions about their thoughts on retirement and personal finance. They were invited back in August to meet with Michael Davis, Deputy Assistant Secretary of Labor, and Phyllis Borzi, Assistant Secretary of Labor, to provide feedback on how the Department of Labor can reach out to the younger generations to encourage them to save for retirement. Well done Allison!
3.9.12 : Bryan Kelly Attends Cambridge Premier Club in Scottsdale, Arizona
Click here to read the full news release
3.8.12 : The Kelly Group Advisors attend Federal Reserve Update
Click here to read the full news release
2.29.12 : Allison Perdue joins The Kelly Group as Financial Planning Associate
The Kelly Group welcomes Allison Perdue, serving as Financial Planning Associate. Click here to read more about this Virginia Tech alumni and the recent award she received in a national competition regarding America's retirement problem
2.6.12 : Governor O'Malley reappoints Bryan E. Kelly to the Harford County Community College Board of Trustees
Governor Martin O'Malley announced appointments to the Harford Community College Board of Trustees and the Anne Arundel School Board Nominating Commission.
Click here to read the announcement
Click here to read Baltimore Sun article
2.1.12 : The Kelly Group featured in Harford Magazine
The Kelly Group was spotlighted in the February issue of Harford Magazine, focused on local, family-owned and operated businesses.
Click here to see the two-page spread
1.19.12 : The Kelly Group's Wienckowski Among Elite Group at Advanced Financial Planning Conference
Chuck Wienckowski, CPA/PFS, AEP with The Kelly Group gained enhanced education on investments, insurance, tax, estate, retirement and elder planning from some of the world's foremost experts on those issues at the Advanced Personal Financial Planning Conference held January 15-18 in Las Vegas.
Click here to read the full press release
12.19.11 : Harford County Public Library Foundation Raises $50,000 for Bel Air Early Literacy Interactive Space
Bill Kelly, as part of the Bel Air Community Foundation, joins community members in presenting a check to the Bel Air library for its Children's Early Literacy Interactive Space campaign.
Click here to read the full article in The Dagger
12.1.11 : The Kelly Group honored by Bel Air Economic and Community Development Commission
The Bel Air Economic and Community Development Commission recently honored The Kelly Group with the Archer-Bull Award for the preservation and restoration achievements in the rehabilitation of the historic Proctor House at 54 E. Gordon Street in Bel Air. One of the more notable restoration projects in the state of Maryland this year… Click here to read the full article
Click here to read more in the recent Business News e-newsletter by the Bel Air Department of Economic Development.
11.17.11 : The Kelly Group Attends Cambridge National Conference in Atlanta
10.18.11 : Bryan Kelly speaks to Harvard Graduate School Students
Bryan Kelly recently participated in a lecture and case study for Harvard Graduate School of Education's Master's of Higher Education program. The master's level class on Institutional Advancement was video conferenced from UMBC and featured Bryan who provided his perspective to the Harvard students on his personal obligation as an alumni and a business leader in supporting higher education. As a member of the UMBC Economics Advisory Board and Chairman of the Board of Trustees at Harford Community College, Bryan is dedicated to providing access to higher education for those in our community.
10.10.11 : The Kelly Group's Jodi Davis featured as guest speaker at Harford County Public Library's Annual Career Day
Jodi Davis, Financial Advisor at The Kelly Group, recently spoke at the Harford County Public Library's (HCPL) Annual Career Day. The event, held on October 10, 2011, is an annual event for HCPL's 360+ employees and featured Jodi as the motivational speaker. During her presentation, Jodi reviewed five financial/motivational books and discussed the importance of financial planning. Jodi's advice to those who feel that getting control of their finances is a monumental task, "even the little things add up!"
6.24.11 : Bryan Kelly reelected as Chair, Harford Community College Board of Trustees
Harford Community College Board of Trustees announced the reelection of Bryan Kelly, managing partner/owner of The Kelly Group, to serve as Chairman of the Board of Trustees. Kelly joined the Board in 2005 and served two years as Vice Chair prior to being elected Chair. Click here to read the full press release.
6.9.11 : Lois Kissinger Kelly graduates with the 2011 Class of the Harford Leadership Academy
The Kelly Group is proud to congratulate Lois Kelly on her successful completion of the Harford Leadership Academy. Now in its 21st year, the Academy is a Community Development Program, co-sponsored by Harford Community College and the Harford County Chamber of Commerce. The Academy is designed to promote the development of existing and emerging leaders and to create a committed, involved, and diverse network of leaders in Harford County. More than 700 individuals have completed this outstanding program, including leaders representing the areas of business and industry, education, government and civic organizations.
5.20.11 : The Kelly Group presented with the 2011 Maryland Historic Trust Preservation Award
Bill and Bryan Kelly were presented the 2011 Maryland Historic Trust Preservation Award at a recent ceremony held in Annapolis. The pair received the award for the recent restoration project of the Proctor House. The Maryland Preservation Awards are presented annually and honor outstanding achievements in historic preservation, architecture, archaeology, museums, cultural conservation, education, and related fields and represent the best of preservation in Maryland. The Proctor House received the award in Preservation Partnerships, honoring the efforts of Bill, Bryan and local government for saving an important historical structure.
5.17.11 : The Kelly Group honored by Harford County Historic Preservation Commission at 16th annual awards presentation
The Kelly Group and Ebeling Noe Associates was honored at the Harford County awards presentation for their sensitive restoration of the Proctor House in Bel Air. The project, which included a thorough and careful restoration of the historic building to retain its 19th century historic fabric was one of the most notable in Maryland. Partners William and Bryan Kelly and architect Marta Noe accepted the awards for their respective firms. Click here to read more of the article by The Dagger.
5.12.11 : Bryan Kelly featured in new book, Successful Financial Planners by Allen Duck
The Kelly Group's very own Bryan Kelly is featured in the latest book by Allen Duck entitled, Successful Financial Planners, which delves into the intricacies of financial planning and the importance of working with the right professional.
The old adage goes "If you fail to plan, your plan will fail!" Its obvious but more often than we think we rely on hope and good fortune to get us to our goals, cry foul and seem surprised when bad luck befalls us. Today the need to consider our futures and plan for our retirement is no longer an option, its essential. Add to this the desires we all have for our kids college education, a second home or just less of a mortgage and relying on nothing but fate is simply stupid. Have you read a Social Security statement? You should, it clearly states that the challenge facing social security is immense, after 2041 the legally approved payout will be reduced by approx 27%. Put a $1.00 in and get 73 cents back at retirement – that is not a plan any one should be relying on. In the meantime the pressures are well reported and clearly a problem, taking responsibility for your own affairs is now more relevant than it ever has been and working with a planner just makes sense.
Financial Planners are a distinct group of professionals, they are often skilled in many disciplines, few of which we can truly be expected to understand. In the same way a DIY carpenter knows about wood, he is not a cabinet maker, a DIY investor is not a planner The intricacies and interrelated nature of tax law, investment vehicles, economics and global politics, client situation and time of life all play a part in how ones future could and should be shaped. A financial planner provides the insights required to create the map that confirms where one is in the now, where they desire to be and how long they wish to take in completing the journey. The investing of current assets and future assets from a taxable and tax deferred standpoint, availability of money for emergencies and managing returns against risk tolerance of the individual, all can be accommodated and dealt with, once you have the plan and are committed to it. The professionals who have contributed to this work have varied backgrounds, work in varied types of financial firms and operate different company models. Each has created a career and a company from a founding belief that they can help others meet their goals and protect their assets. Not all of these individuals would be suitable planners for all clients, some have asset minimums, some cater to particular sections of society. The message for clients looking for a relationship with a planner is "Interview more than one firm." If you are considering a career as a planner, and the reasons to do so are many, do not be dissuaded by short periods of extreme hardship and seemingly insurmountable odds.
Read on and learn from the Masters and Mentors – they serve each role in equal measure to their clients as they do their community. This book is available on iPhone, iPad, or iPod touch with iBooks. Click here to learn more.
4.7.11 : Bill Kelly named 2011 Five Star Wealth Manager by Baltimore magazine
William S. Kelly, CPA, CFP®, one of the founding partners of The Kelly Group in Bel Air, Maryland was recently named a 2011 Five Star Wealth Manager by “Baltimore” magazine, in its February issue.
The area’s top wealth managers were chosen based on a survey of both high-networth households and financial professionals in the Baltimore area. Recipients of the survey were asked to evaluate wealth managers based on several criteria including integrity, service and expertise. Read more >>
2.21.11 : Jodi Davis named as an Outstanding Past Graduate of the Harford Leadership Academy.
2.14.11 : The Kelly Group mentioned in Business News from Bel Air: The Heart of Harford
The Kelly Group, a long-time Bel Air financial services and asset management company, has cause for celebration. The company recently merged with Carl Strozyk, a Harford County native and financial services professional. With the new partnership, the Kelly Group has 20 staff members. Read more >>
12.22.10 : Bryan Kelly Graduates from Leadership Maryland Class
Bryan E. Kelly, CFP®, Partner, The Kelly Group, Bel Air, recently completed an eight-month long leadership development program sponsored by Leadership Maryland.
Leadership Maryland, celebrating its 18th graduating class, honored this Darlington resident, along with fifty statewide classmates at a black-tie reception and banquet held December 7, 2010 at the Renaissance Harborplace Hotel in Baltimore. Read more >>
10.14.10 : Chuck Wienckowski joins The Kelly Group as Vice President, Tax and Wealth Management
The Kelly Group enhances its financial planning and tax planning capabilities with the addition of Chuck Wienckowski, CPA/PFS, AEP, serving as Vice President, Tax and Wealth Management. Wienckowski holds many certifications including Certified Public Accountant, Personal Financial Specialist, Accredited Estate Planner and Investment Advisor.
Read more >>