KEI Financial

Joseph T. Trabert

Welcome to KEI Financial

KEI Financial offers financial products for virtually every investor.  We work with a wide variety of clients and we believe that no client is too small to give knowledgeable, ethical, and independent service.

We specialize in setting up retirement plans in the private and public sector.  KEI Financial has the ability to work with over 100 different mutual fund families and also 50 different insurance companies.  This diverse selection gives KEI Financial the flexibility to customize your portfolio to meet your specific needs.  We are unbiased and have no ties to any specific mutual fund family or insurance company.  Please visit our extensive products page to view all of our investment choices.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

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