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.

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Hmm … Can Underperforming Assets Actually Help Your Portfolio Over Time?

September 22, 2013 By Jean Keener, CFP, CRPC

The answer will probably be surprise you. You've likely noticed that the U.S. stock market has offered booming returns over the past three or four years: up an average of 17.4% in the past 36 months alone.  Then you look at the money invested in international equities (the EAFE index up just 8.7% … [Read more...]

Filed Under: Investing, News, Your Finances Tagged With: diversifying your investments, Investing

July 2009 Newsletter

July 1, 2009 By Jean Keener, CFP, CRPC

The July 2009 newsletter is now available online.  It reviews some blog information on FDIC insurance limits, establishing an emergency fund, and down market estate planning opportunities.  It also covers new information on whether or not you should refinance your mortgage and considerations in … [Read more...]

Filed Under: Budgeting and Saving, Estate Planning, Featured Posts, Investing, Legislative Changes, News, Newsletters, Taxes, Your Finances Tagged With: diversifying your investments, emergency fund, estate planning, FDIC insurance, Investing, mortgage refinance, should I refinance?

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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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