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...]
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. 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...]
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