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Keen & Pocock

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United States
Fairfax, VA
Keen & Pocock

Our mission is simple. You have a vision of the future. Think of us as financial guides, coaching you on the next steps. And we’re here whenever you need us.

It’s our job to help get you there through clearly defined financial strategies that are custom designed to fit your current needs, and your future life goals. Having a plan is an integral component to keeping you focused on what matters most, and your emotions in check. Knowing the plan and how it’s working on your family’s behalf can help you enjoy every step of the way worry-free. We strive to

take the complex things and make them simple with a fanatical attention to detail. If you don’t understand everything your money’s up to, we’ll teach you. A good coach will always teach. We want you to have complete peace of mind as you come to understand exactly what we’re doing and how your money is working for you.

******Securities and Advisory Services offered through The Strategic Financial Alliance, Inc., ("SFA") - Member FINRA, SIPC. Advisory Services offered through Strategic Blueprint, LLC and the Strategic Financial Alliance, Inc. Mark Keen, Michael Stevens, Kathryn P. Gustafson, and Lori P. Allison are registered representatives of SFA, and Investment Advisor Representatives of Strategic Blueprint, LLC, both of which are otherwise unaffiliated with Keen & Pocock. Supervisory office (703) 691-9200.

09/04/2026

Most people don’t realize how much they spent this summer… until it’s too late.

Between vacations, trips, dining out, and saying “yes” a little more than usual—summer has a way of quietly adding up.

And just as things start to slow down… the most expensive time of the year is right around the corner.

The holidays are coming.
More travel. More gifts. More events. More spending.

That’s why September matters.

This is your window to:
• Reset your spending habits
• Review where your money actually went
• Recalibrate before the next wave hits

You don’t need to cut everything back—
but going into the end of the year without a plan is where people fall behind.

A quick reset now can make the rest of the year feel a lot more in control.

Have you looked at your spending lately… or are you avoiding it? 👇

09/03/2026

Summer’s over… time to face your finances.

September is the reset most people overlook.
Before the year gets away from you, this is your window to make meaningful financial moves—not rushed decisions in December.

You don’t need to overhaul everything.
But ignoring it now usually leads to reacting later.

A strong finish to the year doesn’t happen by accident—it comes from small, intentional decisions made ahead of time.

If you haven’t looked at your plan recently, this is your sign.

What’s one financial move you know you’ve been putting off? 👇

09/02/2026

👉 Roughly 56 percent of IPOs bought at the offer price lost money after 3 years.

That's not the headline you see on day one.

You see the first-day pop. The company goes public, and its stock has averaged a 19 percent gain since 1980. Feels like a moment you should catch.

Here's what actually happens:

1️⃣ Institutional investors get the offering price before trading opens.

2️⃣ You buy at market open, after the move.

Then the real story starts.

🔎 This gap is based on research led by Professor Jay R. Ritter, who authored a 2026 report on IPO performance for the University of Florida. His analysis of 9,300 U.S. IPOs is one of the most comprehensive databases available.

Chasing IPOs can provide a thrill, but there are pros and cons.

A sound portfolio should reflect an investor's goals, risk, and time horizon. The risks of an IPO are not for everyone. 🎯

📋 Past performance does not guarantee future results. The return and principal value of IPOs and other stocks will fluctuate as market conditions change. And shares, when sold, may be worth more or less than their original cost.

09/01/2026

Cash on hand isn’t about sitting on money—it’s about stability when life gets unpredictable.

A solid cash reserve gives you breathing room, reduces stress, and helps you avoid making rushed financial decisions when timing isn’t on your side.

The goal isn’t perfection, it’s preparedness.

Build something that fits your lifestyle, your income, and your comfort level, and adjust as life changes.

A strong financial plan always starts with a cushion you can rely on.

08/27/2026

Two retirees can earn the same average return and have very different outcomes.

Why?

Because in retirement, timing matters.

An early market downturn in retirement can be more damaging than the same downturn later.

That is the sequence-of-returns risk.

The risk is not simply “the market went down.” It’s “the market went down while income still had to come out.”

A strong retirement strategy should look beyond average returns and address:

🔹 Where income will come from
🔹 How much cash or short-term reserves make sense
🔹 Which accounts to draw from first
🔹 When to rebalance
🔹 How RMDs and Social Security fit into the withdrawal strategy

Sequence-of-returns risk does not make many headlines.

But for anyone entering retirement, it can be one of the most important ideas to understand.

The goal is not to predict the next downturn. It’s about being prepared.

08/25/2026

There is usually no single moment when the roles begin to shift with aging parents.

A confusing medical bill.
A missed payment.
A scam text that almost got clicked.

When and how do you step in without taking over?

The goal is not to take control.

The goal is to make sure helpful people, information, and safeguards are in place before decisions have to be made under pressure.

One potential conversation starter you could try…

“We are reviewing our own estate documents and realize we should understand where everything is.”

Sometimes, that is enough to open the door.

The families who tend to feel best about how this chapter goes are the ones who approached it as a proactive exercise rather than a response to a problem.

We are glad to be part of that process at whatever stage a family is ready to begin.

08/21/2026

As today is National Senior Citizens Day, we wanted to draw attention to something that can sometimes fall through the cracks: the Medicare Part B late enrollment penalty.

Most don’t know that if you miss your Initial Enrollment Period (the 7-month window around your 65th birthday), Medicare tacks on a 10 percent surcharge to your monthly premium for every 12 months you delay enrollment.

No cap. No expiration date.

Delay two years, pay 20 percent more. Delay by five years, you pay 50 percent. Every month. For life.

How to manage it?

You are only exempt from this penalty if you qualify for a Special Enrollment Period (SEP).

This usually means you delayed signing up because you (or your spouse) were still actively working and had "creditable" health insurance through that active employer.

If you’re concerned, ask your financial professional where to find the most up-to-date Medicare information.

08/19/2026

Donating appreciated stock to charity has pros and cons. So, most donors still write the check.

When you contribute appreciated securities directly to a donor-advised fund (DAF), you can manage capital gains tax on the gain and perhaps deduct the full fair market value.

The charity receives the full amount. Nothing is lost to taxes in between.

From there, you can focus grants to any eligible nonprofit on your own timeline. The funds can stay invested and may grow while you decide.

💡 If you're holding appreciated positions and giving is part of your strategy, how you give matters as much as how much you give.

📋 **Some donor-advised funds are considered mutual funds and are sold only by prospectus. The prospectus will provide information on charges, risks, expenses, and investment objectives and should be reviewed carefully before investing. Investment companies can provide a prospectus, or you may prefer to ask your financial professional.**

💡 Consider asking your financial professional to work with your tax, legal, or accounting professionals if a DAF sounds interesting.

08/14/2026

Some professionals assume their financial strategy is in better shape than it is. Not because they're careless. Because they're busy.

Today is National Financial Awareness Day. Four questions worth sitting with:

▸ If something happened to you tomorrow, would your family know what you have, where it is, and what to do?

▸ Are you on track to replace your income in retirement, or are you assuming you will be?

▸ Has your financial strategy changed as much as your life has in the last 12 months?

▸ If markets dropped tomorrow, do you have written goals or a general sense of what you'd do?

You don't have to answer all four today. But if one made you pause, that's the one worth paying attention to.

08/13/2026

There's a difference between leaving money to your family and giving it to them.

One happens after you're gone. The other lets you see the impact.

The annual gift exclusion is one straightforward way to do the latter.

For 2026, the IRS says that each person can give up to $19,000 per recipient, free of gift tax. A married couple can combine up to $38,000 per recipient, with no gift tax return required and no reduction to the lifetime exemption.

For example, a couple with two adult children and four grandchildren can transfer up to $228,000 this year under the current rules.

Done consistently, annual gifting can help manage a taxable estate while putting money to work for the people you care about, now.

🎁 If you haven't reviewed your gifting strategy for 2026, there's still time. The window closes on December 31.

Address

10300 Eaton Place, Suite 470
Fairfax, VA
22030

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 4pm

Website

https://www.keenpocock.com/

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