With our goal of helping you thrive before and during your retirement years, Keen Wealth Advisors is dedicated to providing you with ongoing online education workshops designed to keep you apprised of latest trends and updates that may impact your financial picture in retirement. Please register and join us for these informative webinars. 




Raising Money Smart Kids

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.

Presented by:
Bill Keen, Founder & CEO
Matt Wilson, Chief Investment Officer & Managing Director

Second Quarter 2019 Market Recap and Outlook: 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. Influencing factors included:

  • Uncertainty surrounding U.S.-China trade relations
  • Future Federal Reserve interest rate policy
  • The state of the U.S. and global economies

Matt Wilson, CFP® discusses what drove the markets performance for the 1st half of 2019 and what we may expect for the rest of the year. 

Market Update and Commentary: 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.

April 3, 2019: How Tax Planning Changes Through Four Stages of Retirement