Keen On Retirement

The "informal" definition of a recession is two consecutive quarters of negative Gross Domestic Product (GDP) growth. Based on that one metric, the U.S. slipped into a recession in the summer of 2022. So why is there still so much debate on this topic?

I hope our longer answers on these important topics are a reminder that while there are some universal principles upon which you can build a financial plan, the long-term success of that plan will depend on how you and your advisor work together to find the best solutions for your specific needs and goals.

Here are three strategies for weathering this bout of volatility that I hope you'll think about and discuss with your financial advisor.

For the second year in a row, we decided that it would be prudent to hold our Holiday Market Outlook virtually. And while we're disappointed that we can't share the fellowship of our breakfast event with you, please know how grateful the Keen Wealth team is for the privilege of serving as your financial advisor.

One year ago, despite lockdowns, skyrocketing unemployment, and major market volatility, my team at Keen Wealth was cautiously optimistic. We believed that most of the economic disruption our country was facing was a temporary and necessary response to battling COVID-19. And we believed that once vaccine development started progressing and the country started reopening, jobs would come back, the economy would roar to life, and the markets would respond in kind.

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.