We are honored to have made two of D Magazine's 2017 lists. Our firm was included on the Top Wealth Managers list, and I was honored as one of the Best Financial Planners. The Top Wealth Managers in Dallas list is compiled based on a series of criteria shared on D Magazine's website. We were … [Read more...]
Why Corrections Are a Good Thing
It doesn’t seem like a positive when your portfolio drops in value. And it’s certainly not something that most of us would say we enjoy. However, there can be several benefits to stock market corrections. Remembering them can make enduring the drop less painful. Why #1: Corrections create an … [Read more...]
October 2017 Newsletter
Our October newsletter is now available to help with your personal financial planning. It includes an overview of the third quarter investment market performance, along with a review of Nobel Prize winning economist Richard Thaler's work. In addition, we have suggestions on how to respond to the … [Read more...]
Third Quarter Investment Market Review
The third quarter provided positive performance across all major stock and bond indices. Full details are in this 2017 Q3 Keener Financial Planning Quarterly Market Review. The report also includes the major financial headlines for the year and quarter, along with some principles to follow when … [Read more...]
April 2017 Financial Planning Newsletter
Our April financial planning newsletter is now available. It covers an update on the investment markets for first quarter, along with our perspective on current market valuations. In addition, we give you the most important retirement plan and tax limits for 2017 -- if you haven't already reviewed … [Read more...]
First Quarter Investment Market Review
The first quarter of 2017 started the year with positive returns across all major stock and bond investment asset classes except international bonds. Emerging markets stock was the super star with an 11.44% rate of return for the quarter as measured by the MSCI Emerging Markets Index. US stocks, … [Read more...]
2016 Annual Investment Market Review
2016 ended up a good year to be an investor. The US stock market (as measured by the Russell 3000) was up 12.74%. All other major asset classes -- international developed stocks, emerging markets stocks, global real estate, US bonds, and international bonds were also positive for the year. Small … [Read more...]
October 2016 Financial Planning Newsletter
The October Financial Planning newsletter is now available. In addition to an investment market update, it includes an update on the social security cost-of-living adjustment, tips on inheriting an IRA, a third quarter investment summary, year-end tax tips and more. To read the newsletter, click … [Read more...]
2016 Year End Tax Planning Tips
You won't start hearing tax preparation commercials on TV until next January. However, it will be too late for many of your best tax planning opportunities by then. Other than making some retirement contributions, most of your tax-affecting moves for 2016 need to be completed before December 31. … [Read more...]
2016 Third Quarter Investment Market Review
The investment markets provided gains in third quarter gains across the broad US and International stock indices, as well as bonds. With positive returns so far this year, many are worried about the effects of presidential election on the stock market. However, the data suggests that which … [Read more...]
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