by Christina Slavonik, CFP(R) Oh, yes! It’s that time of year again! It's time to list out resolutions or goals that we would like to accomplish this year. There may be some “rollovers” from 2020! One important resolution to add to your list is to be financially fit. It’s not something … [Read more...]
December 2020 Financial Planning Newsletter
Our December 2020 financial planning newsletter is now available. It includes year-end financial planning tips from Lead Planner Patty Priddy. What a year 2020 has been! For most people, it is one for the books, or in the infamous words of Mr. Miyagi in Karate Kid, it is a year we want to “Wax … [Read more...]
How Stocks Perform in Election Months
As we wait for votes to be counted this morning, it may be helpful to put stock market returns in historical context. The attached graphic from Dimensional Fund Advisors shows performance of stocks in the months of presidential elections going back to 1926. You'll notice there's not a consistent … [Read more...]
Investing in Turbulent Times
We 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 … [Read more...]
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