Client Portal


Welcome to the Keating Wealth Management Client Portal. Here, you have access to content we’ve developed specifically for you, our client.





Checklists


Each of the following checklists addresses a specific life event or transition, walking you through the critical steps required to secure your finances for the next phase of your life. Select any title to view.





101 Series


Each document in the 101 Series distills a complex financial topic down to just four pages of essential information. Select any title to view.




Five-Decade Perspective



One of the greatest advantages the individual investor can possess—and the one least available from the 24-hour financial “news” cycle—is long-term perspective. As President Harry Truman said, “The only thing new in the world is the history you do not know.”


In many important respects, the history of the last five decades is one of tremendous progress in the well-being of the world’s population, the performance of our financial markets, and the affluence of the average American household. Herewith, some selected highlights.




Bear Markets/Bull Markets



Get some perspective on the relative impacts of bear and bull markets on a long-term investment portfolio. You might be surprised.