Kelley & Mullis Financial Updates

Written material is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.

Guard your identity as you would any other valuable asset

As you likely are aware, identity theft is a growing problem that’s affecting more and more people every day. 

The financial services industry takes identity theft very seriously

You can be assured that the financial services industry takes this offense very seriously and  goes to great lengths, at all levels, to...

Tax Savings through Year-End Gifting Strategies

As the seasons change and we’re into the fall and winter months, it might seem odd to think about next year’s taxes.

Take steps to hopefully avoid a large tax burden

However, now is a good time to review your financial situation before the books close on the year, and take steps to hopefully...

Featured by Forbes: How to Invest Your Money in Q4

We are pleased to send you a copy of an article recently published by Forbes  featuring Michael Mullis’ expert insight of ‘How to Invest Your Money in Q4’.

Article recently published by Forbes featuring Michael Mullis’ expert insight

We, along with 9 other firms nationwide, were asked to contribute our best mutual fund or...

Patience will be Profit and Fear will be Loss

 

On August 30, 2015, Ben Stein from the CBS program talked about the recent happenings in the stock market. He discussed that those who blame China for the U.S. stock market's recent decline are missing an important piece of the explanation. We...

Start Early on College Saving

College costs can be more than a little painful, but with the proper financial planning, you could be whistling your child’s college fight song all the way to the bank. 

You have options for investing for college costs

Federal and state financial aid for college students may be shrinking but...

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