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 David Guttery | Jan 22, 2020 | Articles, The Keystone
On the first of January, 2020, most of the provisions within the SECURE Act became law. SECURE is an acronym that stands for Setting Every Community Up for Retirement Enhancement. The key provisions of the Act from the standpoint of personal financial planning are:... 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... by David Guttery | Nov 19, 2019 | Uncategorized
End Of The Year Financial Planning Considerations Let me preface my comments by saying that the following information is sourced from the 2019 Tax Code. Everyone reading this should consult a tax professional for individual guidance before following the ideas... 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...
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