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Keen On Retirement

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4 Important Lessons on Financial Success That 2017 Taught Us Thumbnail

4 Important Lessons on Financial Success That 2017 Taught Us

No, we can’t look back at 2017 and tell you definitively how the market is going to behave in 2018. But we can look for potential “rhymes,” the lessons of the past year and the trends that may echo into the next. In particular, I think there are four important takeaways from 2017 that you should keep in mind when discussing your 2018 financial plans with your fiduciary advisor:

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What We Learned at the Schwab Impact Conference That Could Affect Your Financial Planning Thumbnail

What We Learned at the Schwab Impact Conference That Could Affect Your Financial Planning

Last week the Keen Wealth leadership team took a trip to Chicago for the Charles Schwab IMPACT® Conference. One of the biggest gatherings in the financial services industry, it is designed to educate attendees on new technologies, trends, and navigating hot-button issues. There were dozens of sessions, hundreds of vendors, and vast opportunities to learn.

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Is It Possible To Be “Too Smart” To Be a Successful Investor? Thumbnail

Is It Possible To Be “Too Smart” To Be a Successful Investor?

My clients at Keen Wealth are typically smart and prudent people who have been very good at what they do in their careers. In particular, the engineering community that we serve, consists of many of these accomplished professionals that have walked through our doors looking to delegate the task of managing their hard-earned money – capital that will hopefully carry them through their retirement. In my experience, the most successful of those folks are the ones that acknowledge that “they know what they don’t know,” and seek help.

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