Posts from April 2015

Traditional Bond Allocation

By Steve Fahy

The role of bonds in the typical portfolio allocation are changing from this point forward.  Refer to the interest rate chart below.  It shows the 10-year US Treasury rate for the past twenty-five years.  During that period of time,

Looking to 2015: Retirement Plan Changes

What the future holds for retirement plans

The Good News

401(k) and 403(b) Plans

At the start of 2015, participants in 401(k) and 403(b) plans will have contribution limits. A participant will be eligible to contribute up to $18,000, a $500 increase over 2014. Additionally, the catch-up

Contact Us

2008 Stonegate Trail, Ste. 112
Vestavia Hills, AL 35242

Phone: (205) 733-8006

Fax: (205) 733-8870

Toll Free: (844) 715-6418

Email: info@kmwealthmanagement.com

Get Directions

Compliance Standards

Registered Representatives offer securities through Securities America, Inc.
Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc.
Kelley & Mullis Wealth Management and the Securities America companies are separate entities.
Securities America and its representatives do not provide tax or legal advice.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services that transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Member FINRA | SIPC
BrokerCheck by FINRA
Securities America Form CRS