Navigating Palpable Sentiment

By David R. Guttery, RFC, RFS, CAM President, Keystone Financial Group-Trussville Al October 11, 2023 The Impact of Sentiment on Asset Valuation Today, I’d like to discuss the impact of sentiment and states of mind, and how that must be appropriately managed when...

Weak Links in Your Financial Planning

Financial planning can only be as strong as the risks that you eliminate from the plan. Any risk leftunaddressed, either intentionally or unintentionally, could undermine the most solid financial planning. We’ve talked in the past about implementation being driven by...

Answers To Five Burning Questions

Since the beginning of the year, many clients have sought the answers to five questions that are seemingly on the minds of many others. Is there a threat of the dollar being replaced at the reserve currency of the world? Is this the beginning of a new banking crisis?...

Is Inflation Finally Abating?

At a high level you could certainly say that inflation is moving in the right direction. Right now, I believe that markets remain reticent to have faith that the Federal Reserve will not deliver another shock with regard to monetary policy though and this is adding to...

What Does a Financial Plan Look Like?

For anyone who has not worked with a Financial Advisor, this question has likely crossed their mind at least once. According to Statista,* 65% of Americans in 2020 indicated that they do not work with a Financial Advisor. Given how events unfolded last year, if there...