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Forecast 2017: It’s All About Perspective Thumbnail

Forecast 2017: It’s All About Perspective

We recently hosted our 19th annual Keen Wealth Advisors Holiday Breakfast and I am so humbled by the turnout and the fact that we work with so many wonderful people.

Our Holiday Breakfast is an opportunity for us to thank all of our clients for the privilege of working with you and to have some good fun, fellowship and entertainment. We also mix in some comments about what happened in the financial markets in 2016, our thoughts for the year ahead and the importance of keeping things in perspective.

This year, with our blog and podcast, we decided to record the event and share it with our clients who were unable to attend and to share it with the broader community who listen to our podcast and read our blog posts.

You have two options to listen to or view the Holiday Breakfast presentations.

First, you can "watch" the two presentations by clicking the play buttons below. What we've done is added some pictures to go along with the audio. These are not video recordings of the presentations, rather, they're simply still pictures including the actual slides from the event added to the audio recording to make it more appealing to follow along.

Second, you can listen to the audio recording as a podcast on your phone or other device. To listen to the audio recordings as a podcast, you can CLICK HERE.

In this first of two presentations, I spend about 20 minutes and introduce several new Keen Wealth Advisors team members and share our business philosophy. I think it's important for our clients to know how we operate our firm and understand the culture that we purposely create.

Bill Keen Team Member Intros and Business Philosophy

In this second presentation, my colleague Matt Wilson helps us understand what's happening with interest rates, with wages and inflation, and with Trump's policies. Are we heading into trade wars? What will happen to healthcare? What's going on in the financial markets?

Matt does a terrific job of putting all these things into perspective in an informative and entertaining way. On top of that, he helps us understand what we should do with all this information. Because as I like to say, we can talk all we want about the headlines, but it's what we do in the trenches that really makes a difference for our clients.

Matt Wilson: Forecast 2017 "Perspective"

With the new administration, 2017 promises to be much different than the past few years. We'll do our best to keep you informed, to share our perspective on events, and to help you stay on the path to a happy and prosperous retirement.

Please share this page and the podcast with your friends and colleagues via Linkedin, Twitter and Facebook. You can use the share buttons. Thanks! Got a question or comment? Email it to me and we’ll get back to you or call our office at (913) 624-1841. 


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.

The Amazon Best Seller ranking listed on marketing materials is specifically referring to Best Seller rankings for the Kindle Top 100 Paid Lists under the subcategories of: Budgeting and Financial Risk Management, based on data as of September 5, 2019. Amazon rankings although relevant on how a product is selling overall doesn’t necessarily indicate how well an item is selling among other similar items or similar item categories. Amazon may choose the most popular categories or subcategories within which an item has a high ranking to determine its best seller rankings. These rankings are updated hourly and as a result, should be expected to fluctuate as such. Keen Wealth Advisors and Amazon are not affiliated entities. For further details on Amazon rankings please visit https://www.keenwealthadvisors.com/important-disclosures.


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