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Why The CARES Act Is Of Importance To Individuals and Small Businesses
April 16, 2020 As seen in the Trussville Tribune Why The CARES Act Is Of Importance To Individuals and Small Businesses As you may have heard, the CARES Act was signed into law on Friday, the 27th of March. There are substantial provisions of benefit to both...
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Coronavirus Update: Staying Calm & Informed
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...
Financial Planning for Young Adults
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 are, the more benefits financial planning can provide. Financial...
Brandon Guttery, Financial Advisor, Joins Keystone Financial Group
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,...
The SECURE Act and Why it is of Importance to You
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.
Fiduciary Duty and Platform Agnostic Wealth Management
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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