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...]
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