Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

817-993-0401 | [email protected]

  • About Us
    • Our Company
    • Our Services
    • Our Process
    • Meet our Team
    • Affiliations
    • Fee Schedule
    • Disclosure
  • Financial Planning
    • Planner Interview Questions
    • How Planners Are Paid
  • Resources
    • Client Log-In
    • Forms
  • Blog
  • Contact Us

Investing in Turbulent Times

March 9, 2020

Rachel Songer, CFP and Patty Priddy, CFPWe 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 revised multiple times.  The Wall Street Journal has a really good history of these trading rules and historical halts if you’re interested.

As of this writing (about 1 pm Central on Monday March 9), the S&P 500* is down about 19% from its February high.  Today’s selling appears to be caused by the steep drop in oil prices over the weekend combined with ongoing coronavirus concern.

Jean Keener, CFP and Hannah Szarszewski, CFPAs much as this is difficult to watch, our advice is not changing.  We are still long-term investors.  We are still confident that markets recover after downturns like this and far worse.  Our best strategy remains staying the course with your individual financial plan and investment strategy.  To learn more about our strategy, see our client letter from February.

If you have any questions on the markets or your financial plan, please feel free to give any of us a call at 817-993-0401.

Filed Under: Featured Posts, Investing, News, Newsletters, Your Finances Tagged With: Investing

Free E-Newsletter

Email Newsletter

Sign up to receive free financial planning email updates. We'll never sell your address or spam you.

Latest from Facebook

Comments Box SVG iconsUsed for the like, share, comment, and reaction icons
Author Avatar
Keener Financial Planning
2 days ago

Delighted to see Keener Financial Planning at #7 on Financial Planning's 18 Best Places to Work in Money Management list. ... See MoreSee Less

Link thumbnail

The 18 best places to work in money management

www.financial-planning.com

Our latest ranking of money managers' workplaces in conjunction with Best Companies Group produces a return champion and some new additions.
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Author Avatar
Keener Financial Planning
1 week ago

Medicare part D open enrollment ends this Sunday - if you haven't evaluated your plan yet, please make time this week! ... See MoreSee Less

Link thumbnail

HeyMOE—Medicare Part D Open Enrollment Automatic Comparison Tool | Simplify Medicare Plans Today

www.heymoe.com

HeyMOE is the ONLY automatic Medicare Part D review and plan comparison service during Open Enrollment. Save time and money with HeyMOE! Created by well known Medicare experts and trusted by Medicare ...
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Author Avatar
Keener Financial Planning
2 weeks ago

If you are an American Airlines pilot considering the MBCBP, the election window closes on December 15th. Rachel and Samuel have highlighted a few key points to help guide your decision-making.

... See MoreSee Less

Link thumbnail

AA Pilots: Market Based Cash Balance Plan (MBCBP) - Keener Financial Planning

keenerfinancial.com

With the MBCBP election window closing on December 15th, Keener Financial Planning provides key points to guide your decision-making.
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Load more

Discuss if we’re a good fit for you

Contact Us

Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

Satellite Office:

2626 Cole Avenue, 3rd floor
Dallas, TX 75201

  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter

FORM CRS RELATIONSHIP SUMMARY (ADV Part 3) · Copyright © 2025 Keener Financial · All Rights Reserved