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.
Platform Agnostic Wealth ManagementDavid Guttery, President of Keystone Financial Group discusses what it means to be a platform agnostic wealth manager.
End Of The Year Financial Planning IdeasSpend a few minutes at the end of 2019 to manage your finances to prevent problems for yourself later on. Required Minimum Distributions, loss harvesting, and retirement plan contributions are three top items to check-off your list.
Psychological and Emotional Behavior of InvestorsThere is a direct correlation between successfully achieving long term investment objectives, and being able to successfully manage the emotional and behavioral aspects of market fluctuation.
Non-Investment Risk ManagementIs Long-Term Care Insurance worth the cost?
Managing Market VolatilityManaging Market Volatility for Long Term Investing
Thoughts On Recent Volatility
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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.