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Keen On Retirement

Insights Blog & Podcast

Focused insight on timely, relevant topics. Start planning your retirement. 

Market Update Q1 2021 Thumbnail

Market Update Q1 2021

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 remainder of 2021.

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Washington Insider Greg Valliere On Controlling Inflation, Deficit Spending, the Biden Agenda, and the Road to 2024 Thumbnail

Washington Insider Greg Valliere On Controlling Inflation, Deficit Spending, the Biden Agenda, and the Road to 2024

According to our longtime friend Greg Valliere, Washington’s political pros are already looking ahead to the 2022 midterms. And that long-term perspective is already having a major impact on Joe Biden’s agenda for the first hundred days of his presidency, as well as the financial markets and the battle against COVID-19.

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Q3 Market Recap and Outlook for the Remainder of 2019 and into 2020 Thumbnail

Q3 Market Recap and Outlook for the Remainder of 2019 and into 2020

In this Market Update Webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, takes a look back at what happened in the third quarter of 2019 in the markets and in the economy. And even more importantly, Matt takes a look ahead at what may be in store for the remainder of the year. Some of the topics Matt covers in this webinar include: Recession risks facing the U.S. State of the consumer Health of the jobs market What the leading indicators are telling us Our expectations for the stock market for the rest of 2019

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Forecast 2019: Anticipating Change Thumbnail

Forecast 2019: Anticipating Change

Thank you to all of our clients, family, and friends who attended our 2018 Holiday Breakfast. If you didn’t have time to schedule an annual review of your financial plan during the hustle and bustle of the holidays, give us a call and set up an appointment so we can get going on making 2019 another positive and productive year.

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Hopeful Politics: “Insider” Insights from My Recent Visit to D.C. Thumbnail

Hopeful Politics: “Insider” Insights from My Recent Visit to D.C.

As much as we caution investors against making knee-jerk reactions to the news, your investments and your long-term planning don’t exist in a vacuum either. That’s why when I attend conferences like the Barron’s Top Independent Advisors Summit or the Schwab Impact Conference, I like to come back with a report that I think will be beneficial to my clients and listeners. It’s just another way that we at Keen Wealth try to give the folks we work with a comprehensive financial-planning experience.

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