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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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

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1 day ago

Perspective to consider as you plan your retirement contributions: ...

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Should I Make Roth or Regular 401k contributions? - Keener Financial Planning

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Specific factors to use in deciding whether you should make Roth or Regular 401k contributions from fee-only financial planner Jean Keener.
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3 weeks ago

Sterling Gray shares some recent changes on student loan repayment options: keenerfinancial.com/student-loan-repayment-2026/ ...

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Keener Financial Planning
3 weeks ago

Happy to help!For the SIXTH year in a row, our incredible friends at Keener Financial Planning will help double your #NTXGivingDay dollars!

This local small business helps clients meet their goals by providing as-needed, fee-only financial planning and investment advice. Many Keener Financial Planning employees have adopted shelter pets! In their words, "They are part of our families, and we want to help as many furry companions find their forever homes as possible!"

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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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