2018 was a challenging year for investors around the world. Nearly all asset classes except for cash and some bonds had negative returns for the year. It reinforced the importance of diversification and the need for a long-term investment strategy. You can see our full market review in the Keener … [Read more...]
How did small and value perform in 2018
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...]
October 2017 Newsletter
Our October newsletter is now available to help with your personal financial planning. It includes an overview of the third quarter investment market performance, along with a review of Nobel Prize winning economist Richard Thaler's work. In addition, we have suggestions on how to respond to the … [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...]
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