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...]
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