holiday breakfast 2017

Insights from Our 20th Annual Holiday Breakfast

We were privileged to have so many clients, family, and friends join us to celebrate our 20th Annual Holiday Breakfast. As is our tradition, we rang in the season with great food, inspiring entertainment, and our Market and Economic Outlook Presentations for 2018.

If you couldn’t attend or would like to review what we discussed now that the hustle and bustle of the holidays is over, we have a few options for you:

  • Click on the videos below.iTunes Between Now and Success
  • Stream or download the audio from the presentation as a podcast. If you’re a Keen on Retirement subscriber, this podcast will show up in your feed like all our other episodes.
  • In Spotify, just search “Bill Keen” in the app.
  • Find it on iHeartRADIO by clicking here.

We’ll be adding additional podcast subscription options soon, and we’ll let you know when those are live.


 

Part 1 – Bill Keen

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As my listeners, readers, and clients know, I’m big on perspective. Everything we do today for our clients in the trenches at Keen Wealth requires a broad perspective that allows my team to see where the market has been, and prepare our clients for where it might be headed.

In my presentation, I gave a brief overview of recent global turbulence as it related to fluctuations within the market. I also discussed the market reaction when North Korea crossed the 38th parallel in 1950 and related that to where we are today. And with this perspective, we can see that despite the unrest we seem to be living with daily, the markets have been resilient.

Long-term, the capital markets are a powerful wealth-building vehicle, but that growth will never look like a straight line, even as the big picture trends upwards. There will be peaks and there will be valleys. Volatility is just one of the “taxes” we pay for investing in the markets. We believe that folks who accept that and follow the measured investment strategies we provide at Keen Wealth are positioning themselves for positive financial futures.

Part 2 – Matt Wilson

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Listen to the Audio

Matt’s presentation, entitled “Focus on the Fundamentals,” gave an outstanding overview of some of the key metrics that drove 2017’s strong markets. 2017 closed as one of the least volatile years on record, and globally, 70 of 76 markets ended positive for the year. As always, it’s not politics, presidential approval ratings, or emotional investors who are powering the economy, but fundamental figures like strong corporate earnings and consumer balance sheets. These metrics are what you should focus on when considering your investment strategies – not the news of the day.

Thank you again to everyone who attended our Holiday Breakfast. We look forward to working with all of you to make 2018 another successful year.
Bill Keen on 2018…

“We believe that folks who accept that and follow the measured investment strategies we provide at Keen Wealth are positioning themselves for positive financial futures.”

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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 24 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.

Keen Wealth Advisors is a Registered Investment Adviser. Nothing within this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Keen Wealth Advisors manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed here. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.  

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