Sophisticated Financial Advice, Delivered with Simplicity

Financial Planning, Investment Management & Sophisticated Advice

  • We will coordinate, consolidate, and simplify every aspect of your financial life. You’ll get succinct, intuitive reports, including an Asset Map and a date- and dollar-specific Financial Plan, and we will update these regularly.

  • Sage guidance against making the “big mistakes,” especially panic selling during falling markets, will typically be worth many multiples of our advisory fees over the long term. We will help you stick to a simple, well-constructed financial plan that works for you.

  • The investment portfolio that we create for you is the medium to fund your Financial Plan. Guided by our intuitive asset allocation methodology, you will understand exactly what you own and why you own it.

  • We will coordinate, consolidate, and simplify every aspect of your financial life. You’ll get succinct, intuitive reports, including an Asset Map and a date- and dollar-specific Financial Plan, and we will update these regularly.

  • Sage guidance against making the “big mistakes,” especially panic selling during falling markets, will typically be worth many multiples of our advisory fees over the long term. We will help you stick to a simple, well-constructed financial plan that works for you.

  • The investment portfolio that we create for you is the medium to fund your Financial Plan. Guided by our intuitive asset allocation methodology, you will understand exactly what you own and why you own it.

ESSENTIAL INFORMATION

Value promise

Value promise

Our team

101 Series & Checklists

In addition to our public blog, our clients have access to our library of “101 Series” documents, which distill complex financial topics down to just four pages. We also have a catalogue of checklists for life-changing events. If you are interested in receiving a complimentary copy of one of these documents, please send an email to tim@keatingwealth.com.

101 Series

  • College Funding 101
  • Disability Insurance 101
  • Estate Planning 101
  • Health Insurance 101
  • Health Savings Accounts 101
  • Life Insurance 101
  • Long-Term Care 101
  • Medicare 101
  • Retirement Plan Fund Selection 101
  • Social Security 101

Checklists

  • Financial Uncertainty Preparedness Checklist
  • Premarital Preparedness Checklist
  • Pre-Divorce Checklist
  • Elder Care Checklist
  • Estate Checklist
  • New Widow/Widower Financial Checklist
  • Cybersecurity Checklist
  • Financial Inventory Checklist

“THE BEHAVIORAL INVESTOR” BLOG

Lifetime Tax Planning Amidst Uncertainty

A common behavioral mistake is to let the tax tail wag the investment/financial planning dog. People often go to extreme lengths to avoid realizing capital gains today so they won’t incur capital gains taxes that have to be paid today.

Beware Concentrated Positions

In the catalog of investment mistakes, a concentrated position holds a special place of dishonor because it is the embodiment of multiple cognitive and behavioral errors. Outperformance isn’t a rational financial goal, and concentrated positions present substantial, potentially ruinous risks.

Responding to Rising Rates

How should an individual investor respond to a possible future increase in interest rates? This is a bit of a trick question, because the correct answer is a function of one’s current asset allocation and the methodology used to generate it.