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...]
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...]
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...]
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