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Managing Investor Emotions and Behavioral Responses

by David Guttery | Nov 12, 2019 | Articles, The Keystone

Managing Investor Emotions and Behavioral Responses Over the previous two decades, there have been a number of research studies that have explored the human behavioral response patterns when confronted with painful, or pleasurable stimulus. It’s interesting that...

Market Volatility. What in the World is Going On?

by David Guttery | Aug 19, 2019 | Articles, The Keystone

I’m sure you’ve asked yourself that question a lot lately.  Well, to some degree we live in a new normal paradigm.  It’s hard to believe that the first Iphone was introduced on the 29th of June in 2007.  The emergence of such technology however has facilitated a world...

August 14, 2019-Thoughts on Market Volatility

by David Guttery | Aug 14, 2019 | Articles, The Keystone

The S&P 500 Index established a new all time record high on the 26th of July, by closing above 3,000 for the first time, at 3,025.86. (1) Over the course of the fourth quarter in 2018, I had conversations with many of you, and wrote many opinions that were posted...

4 Tenants of Successful Investing:Pearls Of Great Price Aren’t To Be HAD For The Asking

by David Guttery | Jul 30, 2019 | The Keystone, Uncategorized

This is the last section of a four-part series within which I’ve drawn parallels between the life lessons of sports, and successful objective driven investment plans. There are only a few inarguable axioms in life.  One that is particularly applicable to basketball...

4 Tenants of Successful Investing: If It Is To Be It Is Up To Me

by David Guttery | Jul 29, 2019 | Articles, The Keystone

Today, we’re going to examine the ten most important two letter words in the English language.  If it is to be it is up to me.  When I’m coaching a team, I remind my players that 90% of basketball is played between your ears.  Only you have control over your own grey...

4 Tenants of Successful Investing: If You’re Gonna Do It – DO IT!

by David Guttery | Jul 29, 2019 | Articles, The Keystone

This is the second of a four part series on the parallels I’ve observed as a basketball coach, between the life lessons of sports, and successful objective driven investing. One uncompromisable tenant of every team that I coach is that my players will give everything...
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    About

    David is a Registered Financial Consultant, Registered Financial Specialist, and Chartered Asset Manager, and is a member of the American Academy of Financial Management. He graduated from The University of Alabama in 1991 with a BS degree in Finance, and began his career with Nowlin and Associates. In July of 2006, David formed The Keystone Financial Group, and relocated his practice to Trussville, Alabama. The focal point of David’s practice is the design of both qualified and non-qualified retirement strategies for small and medium sized corporations. Other areas of practice include the structuring of retirement income, and estate strategies.

    David believes activity to be important within one’s industry and community. He serves the City of Trussville as a member of its Park and Recreation Board, and upon the Advisory Board of the Trussville City Schools Foundation. He coaches youth league basketball, and serves Clearbranch United Methodist Church as its finance committee chairman. He serves Ameritas as a member of its National Field Advisory Committee. David and his family live in Trussville, Alabama. David is a native of Florence, Alabama.

    Full Disclosure

    David R. Guttery & Seth Edgil offer products and services using the following business names: Keystone Financial Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services, LLC (AAS) – investment advisory services. AIC and AAS are not affiliated with Keystone Financial Group or any other entity mentioned herein.

    Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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    **Securities and investment advisory services are offered solely through Ameritas Investment Company,LLC (AIC), member FINRA/SIPC.
    *** The opinions and views stated in this publication are solely those of David R. Guttery and should not in any way be considered to be an endorsement by Ameritas Investment Company,LLC.
    **** AIC, Keystone Financial Group, and KeystoneFinGrp.com are not affiliated. Additional products and services may be available through David Guttery or Keystone Financial Group that are not offered.
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