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Lessons Learned from 2020 and 2021 Forecast: Are You Ready? Thumbnail

Lessons Learned from 2020 and 2021 Forecast: Are You Ready?

December is usually when we hold our annual Holiday Breakfast and Market Outlook Presentation at Keen Wealth. Unfortunately, due to COVID-19, we had to move this year's event online. The in-person educational and appreciation events we host at Keen Wealth have grown into a unique hallmark of our firm and are very important to us – especially the fellowship of our Holiday Breakfast. We look forward to getting back to hosting these events in the very near future. In the latest edition of his annual Market Outlook Presentation, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, covers:

  • Forecast for 2021
  • Review and analysis of markets during 2020
  • The current state of the economy
  • What impact the vaccine may have

To make these holidays a little merrier for our community, Keen Wealth redirected a portion of the resources that I had earmarked for our holiday event to help those who are struggling during these difficult times. If you are so inclined, we hope that clients and friends of Keen Wealth might consider joining us in supporting:

Finally, I want to thank all of our clients at Keen Wealth for allowing us the privilege of serving as your financial advisor. And I also want to thank the dedicated, caring team at Keen Wealth for all of their incredible work this year. To quote the great American novelist James Lane Allen, "Adversity does not build character. It reveals it." You all have had much character revealed during this past year. From all of us at Keen Wealth, Happy Holidays and Happy New Year.

Watch Matt's 2021 Forecast Presentation

Listen to Matt's 2021 Forecast Presentation

Simply "click" or "tap" on the "play" icon in the image below to listen to the episode. If you'd like to subscribe to the podcast using an Apple product (iPhone, iPad, iPod touch) click here to learn how. If you use an Android phone, we recommend using the Podcast Addict App, which can be downloaded here.


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About Bill

Bill Keen is a CHARTERED RETIREMENT PLANNING COUNSELOR℠ and independent financial advisor with more than 25 years of industry experience. As the founder and CEO of Keen Wealth Advisors, a registered investment advisory firm, he specializes in providing personalized retirement planning designed to help people thrive before and during their retirement years. With a passion for educating others, Bill regularly blogs about retirement planning, hosts the podcast Keen on Retirement, and has contributed to U.S. News and World Report, Reuters, Wall Street Journal’s Market Watch, Yahoo Finance, and other publications. Based in Overland Park, Kansas, Bill and his team work with clients throughout the greater Kansas City area and across the nation. To learn more, connect with him on LinkedIn or visit www.keenwealthadvisors.com.

KWMG, LLC’s dba Keen Wealth Advisors (“company”) is an SEC Registered Investment Advisor located in Overland Park, KS. The company and its representatives may only conduct business in those states where registered or where excluded/exempt or from licensure. For registration information please contact the SEC or the state securities regulators for the states where the company is notice filed. A copy of the company ADV is available upon request. Advisory services are only offered to clients or prospective clients where the company and its representatives are properly licensed or exempt from licensure. No advice may be rendered by the company unless a client service agreement is in place. This information is not intended to be investment advice or construed as a recommendation or endorsement of any particular investment or investment strategy and is for illustrative purposes only. Clients and prospective clients must consider all relevant risk factors involved with each strategy, including costs or fees, and their own personal financial situations before trading.

The views outlined in the book, Keen on Retirement Engineering the Second Half of Your Life, are those of the author and should not be construed as individualized or personalized investment advice. Any economic and/or performance information cited is historical and not indicative of future results. Economic forecasts set forth may not develop as predicted.

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