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Thank you to all of our clients, family, and friends who continue to make our Holiday Breakfasts such a wonderful tradition. And if you haven’t already, call us up to schedule a meeting so that we can review your portfolio and your goals for a happy, healthy, and prosperous 2020.
Believe me, I understand that your checklist for the month of December is probably spilling onto another page already. And it’s not much fun to sit around the fire and think about filing taxes in April. But there’s less than two weeks left to consider some moves that could have a major impact on how you wrap up 2019 and progress into 2020.
After a successful career in which he worked to improve competitive balance in the financial markets, Joe had earned the potential for an easy, carefree retirement. But his values, his faith, and his commitment to helping others wouldn’t let him go dormant. Today, I consider Joe to be one of the leading humanitarians and philanthropists here in Kansas City. Joe is an inspiration to me, and to anyone looking for a way to make the second half of their life potentially more meaningful and fulfilling than the first.
On today’s show, we tackle four of the most common Medicare questions we’re fielding from clients at Keen Wealth right now. Hopefully this conversation will help you sort out the important notices about your health care coverage from the junk mail that belongs in your shred pile.
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.
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