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Keen On Retirement

Insights Blog & Podcast

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Insights on Interest Rates, the Banking System, and Your Financial Plan from the 2023 Barron’s Summit Thumbnail

Insights on Interest Rates, the Banking System, and Your Financial Plan from the 2023 Barron’s Summit

Earlier this month, I attended The Barron’s Advisor Independent Summit in Dallas with Keen Wealth's Chief Investment Officer and President, Matt Wilson. It's a real privilege to be invited to this annual conference where we can talk to and learn from some of the top minds in finance. While the program had been scheduled well in advance, the recent bank collapses in California and New York became one of the dominant topics. Matt and I recorded today's show live at the Summit so that we could share some of the key insights we heard from colleagues and other financial pros about the state of our banking system and the broader economic outlook for the year ahead. We also scale these issues down so that you can have a better understanding of how the big picture could affect your personal financial plan.

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Former FBI Special Agent Jeff Lanza on the Latest in Cybersecurity Thumbnail

Former FBI Special Agent Jeff Lanza on the Latest in Cybersecurity

The pandemic closed a lot of doors in 2020. But for cybercriminals, business is always open. The more time folks spend socializing, working, shopping, and managing money online, the more sensitive data could be vulnerable to hacks and scams. Click on the wrong link or answer the wrong phone call and you could be at risk for significant financial loss or identity theft issues that can take weeks, months, or years to sort out.

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What Divided Government and Potential Covid Vaccines Could Mean for 2021 Thumbnail

What Divided Government and Potential Covid Vaccines Could Mean for 2021

After a historic week, it looks like America will head into the new year with a new president and some very encouraging news in the fight against Covid-19. The ways that these events have rippled through the markets are yet another reminder of just how complex – and how resilient – our economy is. In the weeks ahead, it will be very important that folks separate their personal feelings from their financial planning and stay focused on things that they can control.

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Election 2020: How the Election Could Impact the Market Thumbnail

Election 2020: How the Election Could Impact the Market

In this webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, will cover a macroeconomic update of the markets, plus the key things we are watching right now and our outlook for the rest of 2020. Some of the topics Matt covers in this webinar include: The upcoming election and implications for your investments Update on Covid-19 The status of the economic recovery Our outlook for the remainder of 2020

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