Video Market Commentary
Keystone Financial Group knows that their clients desire the most up-to-date information available. Because of this, we invest in creating informational videos to give you the most actionable information that we find as we watch the financial markets.
What Does a Financial Plan Look Like?In this month's video, we take a closer look at what a Financial Plan actually looks like, as well as what kind of data is needed to create one.
Significant Risk Headwinds AheadLast week, we distributed our latest video with a high level summary of the significant risk headwinds that are impacting the economy and the markets at the present time. I drew reference to much more detailed podcast that we would produce on this subject, and you’ll find a link to that podcast in this post. Its lengthy, but also packed with information that you need to have at this time. Please find time to listen to the podcast as soon as possible while the data remains fresh and relevant. At the conclusion of the podcast, based on the information covered, you’ll hear my thoughts on two key questions that many of you have posed lately. Yes, I believe that a correction is somewhere in our near term future. I also believe that a unique recession is also in our future. At the conclusion of the podcast, I offer my thoughts regarding the depth of the correction and the recession, and the duration of the recession, and observe what we’ve already done throughout the year to proactively anticipate these events. This is no time for an auto pilot, or passive approach to investment management. Please call with any questions or needs of clarity.
Significant Risk Headwinds AheadDavid Guttery, President of Keystone Financial Group discusses what to watch for in the economic cycle ahead. Please spend a few minutes as soon as you can to view this month's video that you'll find by clicking the link below. The information contained within the video draws reference to fresh economic data, so I'd like for you to absorb the material while it remains relevant. There are significant risk headwinds that are having an impact on markets today. As you know from our individual meetings, we have proactively tried to address these risks but this is no time for a passive, and auto pilot approach today. Please know that we are constantly mindful of factors that are having an impact on our positions today, and upon our assumptions for the future. Lastly, please be watchful for a much more detailed podcast about this topic that I'll publish over the coming days.
Why Should I Work with a Financial Planner?This month's video focuses on a common question: Why Should I Work with a Financial Planner? In today's discussion we address this question & elaborate on how working with one can prove beneficial.
The Potential Economic Impact of Inflation July 2021Inflation is a prevalent influence across the economy and impacts consumers in more ways than one. This month's video discussion focuses on the presence of inflation in recent months, and what impact it may have on future economic conditions.
Planning Concerns of Millennials and Gen ZThere are many concerns that remain unanswered among the younger, and now largest, generations among our communities. In this video, we begin to assess what those concerns are, and how we fulfill those objectives for our clients.
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We use this information to tailor a financial blueprint, designed to most efficiently bring those goals to fruition.
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We’ll develop our relationship through services such as monitoring, reporting, and administration.
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Phone: (205) 655-7526
For those persons inquiring from states where I do not currently hold securities and/or insurance licenses, I cannot transact business in that state nor provide follow-up or individual responses, until after obtaining the appropriate licenses and/or registrations in that state.