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Lessons Learned From 2021 and a Primer on 2022 Thumbnail

Lessons Learned From 2021 and a Primer on 2022

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. It's a very big deal to us when a client entrusts us with their life savings, and we take that responsibility very seriously.

I'd also like to thank my Keen Wealth team, who continue to go above and beyond for our clients during these challenging times. Our objective is to provide a very proactive financial planning and investing solution, coupled with a highly personalized client experience that inspires confidence with every touch. The life-changing work that team members and clients do together is what makes our culture so special. And I hope that this time next year, we'll all be together again celebrating everything we've accomplished in 2022.

Throughout 2021, Keen Wealth has made significant grants and has partnered with multiple charities, including The Veterans Community Project, Make-A-Wish, Family Conservancy, Angel Flight Central, The Grooming Project, and many others. On behalf of our clients, we are also redirecting a portion of our resources that we had earmarked for our in-person holiday event to two very worthwhile causes:

  • Operation Breakthrough, whose mission is to provide a safe, loving, and educational environment for children in poverty and to empower their families through advocacy, emergency aid, and education.
  • The Kansas City Shepherd’s Center, whose mission is to support and celebrate Kansas City's older adults, fostering independence and connection to ensure that every person is seen, heard, and respected.

Finally, while we can't serve breakfast this year, we can present another favorite holiday tradition: the annual Market Outlook Presentation from Matt Wilson, President and Chief Investment Officer at Keen Wealth Advisors. Some of the topics that Matt covers include:

  • Forecast for 2022
  • Inflation vs. Reflation
  • Markets and the Wall of Worry
  • The importance of the consumer

Stay tuned after Matt’s presentation for some holiday cheer from The Dickens Carolers.

On behalf of myself, my wife, Carissa, and all of us at Keen Wealth Advisors, have a very happy and healthy holiday season.

Watch Matt's 2022 Forecast Presentation

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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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The Steve Sanduski Advisor Network, Belay Advisor, LLC and other third-party contributors to our blogs and podcasts are not affiliated with Keen Wealth Advisors. 

For additional details on Keen Wealth Advisors, please visit https://www.keenwealthadvisors.com/important-disclosures.


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