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...]
Successful investing during turbulent times
As market volatility has continued over the past couple of months, it's been a rather harsh reminder of the ups and downs we must tolerate to be stock market investors. If you have 2 minutes, this short video from Dimensional Fund Advisors is worth a watch. It's a good reminder of the importance … [Read more...]
D Magazine Best Financial Planner and Top Wealth Managers 2017
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. One of the … [Read more...]
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