Keen On Retirement

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 2019 in the markets and in the economy. And even more importantly, Matt takes a look ahead at what may be in store for 2020.

Kids learn the basics in school–reading, writing and arithmetic. But schools avoid almost any instruction about money. If they do offer a class, it may be an elective in high school, long after habits have been formed.

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.

Historically typical volatility returned in the second quarter of 2019. This volatility resulted in a pullback in excess of 6% in the S&P 500 during the month of May before recovering, then finishing near all-time highs by the close of June.

Matt Wilson, CFP® takes a look back on the first quarter of 2019 year and share his thoughts on what we may expect for the remainder of the year.

WEBINAR REPLAY: How Tax Planning Changes Through Four Stages of Retirement