by David Guttery | Mar 16, 2020 | Articles
Clearly, our nation is taking unprecedented steps to mitigate the spread of COVID19. This is having an impact on market sentiment. Markets have always been discounting mechanisms, and frankly, they’re doing just that today. The question remains, is the market...
by David Guttery | Feb 25, 2020 | Articles
February 25, 2020 Coronavirus: STAY INFORMED AND RISE ABOVE THE PANIC Clearly, Coronavirus has been front and center in the media lately, and worries about the spread of the disease are having an impact on markets. Remember, markets are discounting mechanisms. Prior...
by Brandon Guttery | Feb 25, 2020 | Articles
Create a Financial Plan Brandon Guttery, Keystone Financial Group LLC Starting the financial planning process early can be of tremendous benefit for managing debt, developing effective budgeting habits, and establishing goal-oriented investment plans. The younger you...
by David Guttery | Jan 31, 2020 | Articles
Keystone Financial Group, announces their newest team member, Brandon Guttery, as a financial advisor and representative of Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC. As of January 31, 2020, Brandon Guttery represents Ameritas Investment Company, LLC,...
by admin | Jan 1, 2020 | Articles, The Keystone
This article briefly looks at the SECURE Act and what you should keep in mind as you plan for retirement. Click the video for additional footage on the Secure Act and why it matters to you! What Parts of the SECURE ACT Relate to Financial Planning? The key...
by David Guttery | Dec 17, 2019 | Articles, The Keystone
Especially over the last decade, we’ve witnessed the direction of the financial planning industry shift. Financial planning is no longer product centric. It is very much process driven, without regard to platform or product. From the standpoint of process, let me...
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