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.
Apr. 1, 2014Article
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.
There are generally four major...
Mar. 1, 2014Press Release
Birmingham, AL – March 6, 2014 - Securities America, Inc. (SAI), the national broker-dealer for Birmingham-based Kelley & Mullis Wealth Management, has appointed Laura Southeard, Client Services Associate of Kelley & Mullis Wealth Management to the...
Jan. 1, 2014Press Release
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.
Mr. Fahy’s key...
Dec. 1, 2013Article
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.
I feel it would be helpful to our clients for me to discuss some of those financial fears and...
Jun. 1, 2013Article
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.
This helps to push dollars into our markets and keep markets strong, interest rates low and...