Making a Meaningful Difference
Our professional objective is to help clients achieve financial well-being, creating confidence and freedom to pursue the things that really matter.
WHO WE SERVE
Our Services
For Families
For Institutions
ABOUT US
A partnership that goes beyond finances.
From the founder
“While results cannot be guaranteed, proven processes rarely fail to produce superior results. I have a passion for planning, the personal privilege to have experienced the payoffs, and shared the peaceful contentment when objectives are achieved.”
-Steve Gideon
"Few client comments give me more satisfaction than hearing: 'Thanks, Steve! I never would have thought of that!' ”
- Steve Gideon
OUR FAMILY
A Customized Team Approach
Keating and Associates provides personnel and expertise that enable me to design the ideal team for the unique circumstances of each client. Each individual, family, or business has different needs, and I enjoy customizing a tailored approach for the client.
Latest Insights & Resources
Yesterday’s Problems
Hopefully our clients realize that every position we selected for their portfolio is extensively vetted via an exhaustive process; a process that not only justifies
Opportunities vs Losses
I recently had a conversation with someone who said that at the beginning of the pandemic he liquidated much of his investment portfolio, leaving it
Distractions
John Bogle, founder of Vanguard, once said “The stock market is a giant distraction from the business of investing.” I agree and consider it one
Awkward Conversations
From time to time I am speaking to someone with an account at a discount brokerage or leftover from a previous employer plan who seems
New Realities–Part 2
Previously I suggested that for a variety of reasons many valuations seem skewed by traditional standards and promised examples illustrating my point. The value of
New Realities – Part 1
I believe that ever since the “Great Recession/Financial Crisis/Mortgage Debacle” or whatever label you use to reference the 2008/2009 economic and capital market crash/correction, congressional
