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.

Sometimes to Get Ahead You Have to Look Back

Sir John Templeton, creator of the Templeton Growth Ltd. fund, was a pioneer in both investments and philanthropy. In the 1950s, he provided advice on how to invest worldwide when Americans rarely considered foreign investments.

Protecting your purchasing power is vital

Much of what he...

Year-End Tax Tips to Help You Save

Although the year is almost over, you still have time to take steps that can lower your 2015 taxes. Now is a good time to prepare for the upcoming tax filing season.  Taking these steps can help you save time and tax dollars. They can also help... Take these steps to help you save time and tax dollars

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...

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Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Kelley & Mullis Wealth Management, Inc. is not affiliated with Kestra IS or Kestra AS. Kelley & Mullis Wealth Management, Inc. does not provide legal or tax advice.

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