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.
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:
Stay tuned after Matt’s presentation for some holiday cheer from The Dickens Carolers.
As my team at Keen Wealth Advisors starts looking ahead to 2022, there are things we know, and things we don't know.
On the one hand, year-end announcements from the Social Security Administration, the IRS, and the Centers for Medicare and Medicaid Services have allowed us to start making some more detailed projections as we prepare for the year ahead.
But with a new COVID-19 variant circulating, inflation on the rise, and legislation still under debate in Washington that could affect taxes and retirement accounts, we have to maintain flexibility as well. As we discuss on today’s show, history tells us that financial planning requires a delicate balance between making the most out of the present and laying the groundwork for success in the future.