Whether we have a recession coming and how the investment markets will react is on many people's minds right now. While we can't predict either of those things, we can gain insight from how the investment markets behaved during the global financial crisis from January 2007 - December 2010. … [Read more...]
Best Financial Planners and Top Wealth Managers – D Magazine 2022
D Magazine has once again released their Best Financial Planners and Top Wealth Managers lists for 2022. We're super thrilled to be included in both of them. Patty Priddy and Jean Keener have been named to the Best Financial Planners list. According to D Magazine, they compile the list by … [Read more...]
Q4 2022 Personal Financial Planning Newsletter
Our Q4 personal financial planning newsletter is now available. It's packed with information on the investment markets - actions you can take, how to manage your personal volatility, perspective on bonds, and updates on year-to-date results. As part of looking at the investment performance, we also … [Read more...]
Securing Your Digital Life
In a world where the majority of our financial, professional, and personal transactions are conducted online, taking steps to secure your digital life is no longer optional. Cybercrime continues to increase each year. Consider these statistics: At least 330 million people were victims of some … [Read more...]
Virtual Financial Planning Meetings
Many of our clients are opting for virtual financial planning meetings. So, we created this brief video to share how they work. We've found that video financial planning meetings offer convenience for both local Dallas-Fort Worth clients and those that may be further away. Some of our clients … [Read more...]
Financial Planning Internship
I recently interviewed Geselle Avalos, a senior at Texas Tech in the personal financial planning program, about what it's like doing a financial planning internship at Keener. Our 2022 intern, Steven Myers, is now a Financial Planning Associate with the firm. Here's the video we did with him … [Read more...]
Asset Allocation
Lead Financial Planner Samuel Pond, CFP, shares about asset allocation and its importance in your investment strategy. … [Read more...]
Firm Ownership Update
The Keener Financial Planning firm ownership team has grown again this year. Samuel Pond, CFP®, became an owner effective January 1. He joins Kelli Hinton, Rachel Songer, and me. I now am the 97% owner and Rachel, Kelli and Samuel each hold 1%. Why we are expanding firm ownership We want the … [Read more...]
Bond Prices: Do They Matter?
Vanguard has released a new white paper entitled Why You Shouldn't Abandon Bonds. It's a short read that answers questions we're hearing from clients right now. They share why bond prices may not matter as much as you think they do. Click here to check it out. … [Read more...]
Investment Volatility is Personal
Investment professionals like to talk about volatility in the investment markets. They talk about it like it’s a uniform feature that affects all investors equally. But it’s not. Volatility is personal. You have more control over your personal investment volatility than you might expect. There … [Read more...]
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