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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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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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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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