Keeler Thomas Management

10/02/2023

Inflation and Your Retirement

08/04/2023

New week, new Weekender. We are talking about market trends, AI’s impact, and lessons from history and more. Read all about it in our latest weekender, link in bio!
Link: https://issuu.com/keelerthomas.com/docs/sn_29_jul_23_the_devil_you_know_?fr=xKAE9_zU1NQ

07/14/2023

New week, new Weekender. We are talking about recent declines in equity markets, the cautious approach of the fed, the generational trading gap, and more. Read all about it in our latest weekender, https://issuu.com/keelerthomas.com/docs/sn_7_jul_23_artificial_juju_?fr=xKAE9_zU1NQ

Keep an eye out for next week’s House View! We will be dissecting the US economic and investing environment for the rest of 2023.

Read Weekender July 8, 2023 by KEELER THOMAS MANAGEMENT on Issuu and browse thousands of other publications on our platform. Start here!

06/30/2023

New week, new Weekender. We are talking about recent declines in equity markets, the cautious approach of the fed, the divergence between manufacturing and service sectors, and more. Read all about it in our latest Weekender: https://issuu.com/keelerthomas.com/docs/sn_24_jun_23_the_second_coming_

Keep an eye out for next week’s House View! We will be dissecting the US economic and investing environment for the rest of 2023.

06/23/2023

Want to stay in the loop with the financial market? Check out our latest Weekender for a weekly update. Don't miss out on upcoming releases—find them on all our social media platforms.

Read now, visit: https://issuu.com/keelerthomas.com/docs/sn_17_jun_23_waves_

06/22/2023

SAVING: the root of all financial success starts with this simple principle.

The piggy bank symbol serves as a daily reminder of your future goals and helps you stay focused on the values that are most dear to you.

06/15/2023

Thinking about retirement? Here's a key term you should know! In 2023, you can withdraw your RMD amount from your retirement account(s) at 73.

06/05/2023

Did you know over 90% of families fail to pass their wealth beyond the third generation? (The Heritage Institute, 2018) Take our legacy pathways quiz to find out if your family will benefit from the Family Legacy Encounters Program. Click on the link in our bio: Assessments

05/24/2023

Money is a big factor in all our lives; taking charge of your finances is the biggest gift you can give yourself. Learn more about our financial planning process by clicking the link in our bio to get started.

05/22/2023

Countdown to retirement with us! Save this post to keep track of what milestones you can expect leading up to retirement. The IRS.gov and SSA.gov websites are great tools to learn more about these crucial stages.

05/19/2023

Do you need better prep for your retirement? It's never too early to start. Click the link in our bio to take our free Retirement Gap Analysis!

05/15/2023

Invest in your financial future like it's the most important project of your life. Discovering what really matters and following a plan will help you reach your retirement goals.