by David Guttery | Oct 27, 2020 | Articles
October 27, 2020 As you might imagine, one of the most often asked questions that I have received from clients is, “who will win the election, and what impact do you think that will have on the market?” Clearly, I am without a crystal ball, and as the previous...
by admin | Mar 20, 2023 | Articles, The Keystone
Recently, inflation and Federal Reserve policy have drastically impacted the markets and the economy. After a turbulent and short-sighted 2022, it appears there are some reasons for optimism coming into 2023. There are many positive signs and green shoots, pointing...
by admin | Feb 14, 2023 | Articles
Should Everyone Have a Financial Plan? No matter your financial circumstance, everyone should have some level of money management plan. Sounds daunting, doesn’t it? It really isn’t. The degree of money management required is completely dependent on your situation and...
by admin | Feb 13, 2023 | Articles, The Keystone
Now the dust has settled, it’s time to look back at the incredibly testing investment year that was 2022. The consensus among many seasoned financial advisors is: 2022 was the strangest year they’ve ever experienced. When conducting a 2022 market review, I realized...
by admin | Jan 16, 2023 | Articles, Newsletters
Is Retirement Planning for Older People? Often, young adults fall into the trap of thinking financial planning isn’t for them. Planning for retirement is for older people. Right? Honestly, financial planning for your adults is often overlooked. When, in fact, getting...
by admin | Jan 9, 2023 | Articles, The Keystone
Let’s Learn From 2022 So Your Money Can Do More in 2023 The challenging investment year that was 2022 is finally behind us, and we can now look forward to a new year and new investment opportunities. 2022 was marked by market volatility, and I believe that volatility...
by admin | Dec 23, 2022 | Articles, The Keystone
Are the Markets Finding Their Footing? Perhaps – But That Should Not Change Your Long-Term Investment Strategy as We Seek Market Stabilization Just 30 days ago, and two weeks before the last Federal Reserve meeting, I suggested that the Federal Reserve would find...
by admin | Dec 21, 2022 | Articles, Newsletters
Is Smart Investing Like Playing Basketball? If Your Goal Is to Win, Then YES! Smart investing, and building wealth for your retirement, is not just about economics – it also involves establishing and using transferable soft skills and principles from all walks of...
by admin | Nov 17, 2022 | Articles
Treat Investment Like a Sports Competition: You Need Sacrifice, Dedication, Focus, and Time We have said before that investing and sports have many parallels, and that is especially true when we are talking about tackling long-term investment goals. Attaining them is...
by admin | Nov 11, 2022 | Articles, The Keystone
Has the Stock Market Reached Its Bottom? Let’s Take a Closer Look at This Burning Question. We’ve all watched the stock market slide with trepidation, with the average American seeing their portfolio shrink by about 25 percent in the last year. This is a scary drop...
by admin | Oct 20, 2022 | Articles
Ready for some free investment advice? Treat investing like sports. You can enter investing with many different goals in mind, whether it is short-term gains, sustained income, or long-term retirement. Successful investors, meanwhile, will employ a variety of tactics...
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