Broker Check

KEY Updates | Portfolio Changes

KEY Portfolio Updates, hosted by Eddie Ghabour, Co-founder and CEO, keep you up to date with critical changes to the economic landscape and its impact on the KEY Advisors' dynamic portfolio strategy and your investments. These videos post a few times a month, depending on market shifts. We send you a link in email, but you can bookmark this page and watch anytime. SIgn-up at the bottom of this page. 

November 18, 2022

Updates on Fidelity Transition and Portfolio Strategy

Eddie, Co-founder, and CEO, provides clients with the latest timing on completing the transition to Fidelity and gives and update on the impact of changing interest rates on the KEY Advisors portfolio. 

KEY Portfolio Update Video Library

If you missed an update or just want to watch them again. Below you'll find our library of Portfolio Update videos. And, as always, let us know if you have any questions or comments!

Nov 4 | Update on Fidelity

In this video, Eddie covers the KEY questions that we've received to help keep everyone updated on the transition to Fidelity. He also explains how to set up your online access with Fidelity. 

Oct 25 | Broker Change

Eddie, Co-founder, and CEO, shares exciting news about KEY Advisors. To better position ourselves, we're changing our brokerage. This will benefit our investors by improving our speed and technology.

Sept 29 | Bank of England

Bond markets made a huge move due to the Bank of England backstop related to their pension system. Eddie discusses how this impacted the U.S. market and KEY Advisors' portfolio management.

Sept 23 | Market Downdraft

Eddie reiterates his POV and the KEY Advisors' strategy, and the latest market downdraft. Our cash position puts allows us to ease into opportunistic buying. We remain patient and committed to our data and our strategy.

Sept 16 | Update on Fidelity

Eddie gives an update on the our latest research and the insight to a significant spike in bonds and utilities. Oil dropped and allowed us to get some energy exposure as a hedge against a potential global energy crisis. 

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