Donor Advised Funds (DAFs) are a great tax planning tool for those who are charitably inclined. They are especially compelling when you have highly appreciated stock in a brokerage account or if your income is significantly higher than usual in any given year. Understanding the Tax … [Read more...]
December 2020 Financial Planning Newsletter
Our December 2020 financial planning newsletter is now available. It includes year-end financial planning tips from Lead Planner Patty Priddy. What a year 2020 has been! For most people, it is one for the books, or in the infamous words of Mr. Miyagi in Karate Kid, it is a year we want to “Wax … [Read more...]
Investing in Turbulent Times
We sent this letter out to clients and friends of Keener Financial Planning this afternoon. As you may have heard, trading on the stock market was temporarily suspended this morning. This suspension was based on automatic thresholds established initially after "Black Monday" in 1987 and since … [Read more...]
Concerns About the Market
We sent this email out to clients and friends of Keener Financial Planning today. We've all been hearing a lot about the coronavirus. Many stock market investors have reacted by selling stock holdings. As of this writing (around noon February 28), the S&P 500* is down about 13% from its … [Read more...]
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