Keen On Retirement

When it comes to investing, I believe success begins with developing a long-term perspective. Many of the clients I’ve worked with started with nothing, but they’ve saved and lived within their means over the years.

“How are you?” I bet I’m not the only one who’s stumbled over that question recently when I’m talking on the phone, video chatting, or answering emails. It’s rarely been so tough to answer such a simple question! I’m OK in the sense that my family and my Keen Wealth team are all healthy and continue social distancing. I’m OK in the sense that we have enough food, enough toilet paper, and enough on demand entertainment.

We’re getting our first small glimpses of light at the end of the COVID-19 tunnel this week. Spread of the disease could be peaking. The markets are starting to look a bit more stable. And our political and health care leaders are in the very early stages of discussing how and when to reopen businesses.

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 2019 in the markets and in the economy. And even more importantly, Matt takes a look ahead at what may be in store for 2020. Some of the topics Matt covers in this webinar include: Upcoming election Current corporate earnings outlook Recession risks Health of the jobs market What the leading indicators are telling us Our expectations for the stock market for 2020

So on today’s show, we’re going to move from the high-level view of the economy down to the trenches here at Keen Wealth. These are the strategies we use for both our working and retired clients during volatile times.

At Keen Wealth, we stress planning for retirement as far in advance as possible so that our clients will be ahead of the game. We encourage clients to create a retirement blueprint with measurable milestones and specific achievable goals. And we help them implement personalized strategies for disciplined wealth-building over time.