News

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.

The Costs of Being a Caregiver

Sep. 1, 2014 Article

Becoming the caregiver for a sick or disabled loved one can be stressful physically, emotionally, mentally – and financially.

When Good Markets Go Bad

Aug. 1, 2014 Article

We know markets will cycle – we just don’t know when. Having professional advice and an investment plan can keep emotions in check when panic and confusion threaten.

What You Need to Know About MLPs

Jul. 1, 2014 Article

Master Limited Partnerships (MLPs), where an investor is a partner rather than a shareholder, is similar to a stock in many ways.

Keep on Rollin’: Working After Retirement

Jun. 1, 2014 Article

The Rolling Stones. Their band name alone can conjure up images of rock and roll glory, greatness, and success. But, to mention the "Stones" without mentioning several attempts at retirement would be foolish.

Protecting Your Assets From Probate

May. 1, 2014 Article

When Elvis Presley died, his estate was worth more than $10 million dollars. (1)

Four Basic Estate Planning Documents

Apr. 1, 2014 Article

The best way to be ready for major life and death decisions is to properly plan ahead. When it comes to your estate, this means an all-encompassing look at the decisions to be made, who makes them, and who gets what.

National Financial Broker-Dealer Appoints Local Representative to National Advisory Board

Mar. 1, 2014 Article

Kelley & Mullis Wealth Management Announces New Senior Securities Analyst

Jan. 1, 2014 Article

Birmingham, AL – December 18, 2014 - Kelley & Mullis Wealth Management, one of the largest independently owned financial services firms in Birmingham, AL, announces the addition of a new Securities Analyst, Stephen P. Fahy.

Conquering Your Financial Fears

Dec. 1, 2013 Article

As an “admitted worrier” I have found one of the hardest areas that I continually work on is conquering the “fear” in changing investment allocations.

Current State of the Market

Jun. 1, 2013 Article

Currently, the U.S. is stimulating our own economy by printing over $85 billion a month and using these dollars to buy back short term US Treasury debt.