We are delighted to share that Keener Financial Planning once again was included in the Top Wealth Managers in DFW list for 2019. We were one of 21 firms named. According to D Magazine, the selection was based on the following criteria: Total assets under management for individual clients … [Read more...]
Kids and Money with Financial Planner Patty Priddy
Keener Financial Planning is proud to be participating in the Dream Big Sammy Rabbit program on Kids and Money. To help with the program, Patty Priddy, CFP®, recently shared her some of her early experiences with money and her perspective on how to raise money-smart kids. She focuses on the … [Read more...]
2018 Market Recap
2018 was a challenging year for investors around the world. Nearly all asset classes except for cash and some bonds had negative returns for the year. It reinforced the importance of diversification and the need for a long-term investment strategy. You can see our full market review in the Keener … [Read more...]
How did small and value perform in 2018
At Keener Financial Planning, we use broad diversification as part of a long-term, low-cost investment strategy. We also find the long-term data on the performance benefits of over-weighting small and value companies compelling. Because these strategies affect investment performance, we like to … [Read more...]
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