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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Portfolio Diversification Pitfalls

October 12, 2010 By Jean Keener, CFP, CRPC

Common Investment Diversification Problems and How to Avoid Them You’re diversified, right? You own all kinds of investments – individual stocks, traditional mutual funds, and those new-fangled exchange-traded funds (ETFs) – and have multiple accounts at different financial institutions. That’s … [Read more...]

Filed Under: Investing, News, Your Finances Tagged With: Investing, portfolio diversification

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Keener Financial Planning
3 days ago
Keener Financial Planning

If you're concerned about Mint.com going away on January 1, here's a nice summary of other budgeting and spend-tracking apps out there. If you've found additional options, please post in the comments. ... See MoreSee Less

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Mint is going away, but these easy budgeting apps can take its place

www.theverge.com

Mint alternatives to help you track your finances.
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Keener Financial Planning
1 week ago
Keener Financial Planning

Just a quick heads up - we'll be closing at 3 pm this Wednesday to celebrate Thanksgiving with our loved ones. We will return to the office on Monday, November 27th.

Wishing you all a wonderful Thanksgiving filled with joy and gratitude!
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Just a quick heads up - well be closing at 3 pm this Wednesday to celebrate Thanksgiving with our loved ones.  We will return to the office on Monday, November 27th.

Wishing you all a wonderful Thanksgiving filled with joy and gratitude!
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

As you consider year-end charitable giving, this cool calculator allow you to estimate if "bunching" would save you money on taxes. ... See MoreSee Less

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Schwab Charitable Bunching and Tax Savings Calculator | Schwab Charitable

content.schwab.com

A national donor-advised fund whose mission is to increase charitable giving in the United States by offering ways to give, useful information and guidance.
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Main Office:

1692 Keller Parkway
Keller, TX 76248

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

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2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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