Keel & Long Financial Management

10/13/2020

04/17/2020

Retirement plan rule changes due to the coronavirus pandemic

04/09/2020

https://www.witn.com/content/news/Local-financial-advisor-explains-early-withdrawals-from-401k-due-to-COVID-19-569492961.html

Don answers questions about 401ks in the wake of COVID-19.

The new coronavirus economic relief law is making it easier for people in need to access retirement funds early to get through hard times right now.

01/17/2020

Not sure how to choose a financial advisor? There are 8 questions you should ask an advisor before working with them. Read on to learn them.

03/31/2019

Most active managers’ long-term track records leave much to be desired. Read more insights on active vs. passively managed funds performance.

03/20/2019

Good time to look at commission-free, fee only planning and portfolio management. We dropped the broker-dealer model in order to put you first.

The broker-dealer business model is broken and won’t be fixed by the SEC’s proposed Regulation Best Interest. That was the picture painted by all but one of five witnesses called to testify on the effectiveness of the proposed rule at a Congressional hearing Thursday.

03/08/2019

A new sign for our office...Please contact us to learn more about a commission-free investing experience.

02/28/2019

11:00 - Lunch 11:30 - Welcome to the Fearless Investing Movement: Product Roadmap 12:00 - The Power of Risk Alignment: Maximizing the User Experience 1:00 - Building Better Portfolios: Optimizing Your Portfolio Workflow 2:00 - Supercharge Your Marketing: Strengthening Your Brand and Growing Your Bus...

12/17/2018

When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally.

12/14/2018

12/14/2018

Here are some key financial numbers as you begin planning for the new year.

Find out more...

11/13/2018

How much do you know about your Social Security retirement benefits?