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]

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June Monthly Newsletter

June 11, 2010

The June newsletter is now available with an investment market update and some historical perspective on stock market returns over time to put recent volatility into perspective.  It also include a how-to on deciding if you should pay off your mortgage and an invitation to the upcoming budgeting workshop at the Keller Public Library.  I’m also pleased to share in the newsletter that no-load, low-cost, passively managed Dimensional (DFA) Funds are now available for investment management clients.  Click here to read the June 2010 newsletter.

Filed Under: Budgeting and Saving, Investing, News, Newsletters, Your Finances Tagged With: budgeting, DFA, Dimensional Funds, historical stock market performance, investment market update, paying off the mortgage, stock market performance

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We're celebrating being Great Place to Work-Certified for the 4th year in a row! www.greatplacetowork.com/certified-company/7047689 ... See MoreSee Less

Were celebrating being Great Place to Work-Certified for the 4th year in a row! https://www.greatplacetowork.com/certified-company/7047689
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In case you need a reminder about the perils of individual stock picking, fee only financial planner Allan Roth shares some highlights in Barron's. ... See MoreSee Less

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Stock-Picking Is Fun. But the Odds of Winning Are Dismal.

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Academic research shows that only a tiny fraction of stocks beat the returns of a broad index over time.
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Our summer 2025 newsletter has updates on how the OBBBA will affect your 2025 tax planning, insights on the investment markets, tips on how to avoid fraud and more! keenerfinancial.com/summer-2025-financial-planning-newsletter/ ... See MoreSee Less

Our summer 2025 newsletter has updates on how the OBBBA will affect your 2025 tax planning, insights on the investment markets, tips on how to avoid fraud and more! https://keenerfinancial.com/summer-2025-financial-planning-newsletter/
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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

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