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Markets establish new record highs and the paradox of the letter ‘V’

by David Guttery | Sep 1, 2020 | Articles

Markets establish new record highs and the paradox of the letter ‘V’ By David R. Guttery, President – Keystone Financial Group If you have been watching our video and podcast series this year, then you know that we have paid particular attention to many economic...

Brandon Guttery, Financial Advisor, Joins Keystone Financial Group

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,...

Video Market Commentary

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    Silicon Valley Bank Podcast
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    Green Shoots & Their Potential Impact on 2023
  • A Discussion of Market & Economic Expectations for 2023

    A Discussion of Market & Economic Expectations for 2023
  • 2022 Market Wrap Up Thoughts and 2023 Outlook

    2022 Market Wrap Up Thoughts and 2023 Outlook
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  • Economic Landscape: 2022 Market Review & 2023 Economic Predictions
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  • Investment Insights: 2022 in Review and a Look Ahead to 2023

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    About

    David is a Registered Financial Consultant, Registered Financial Specialist, and Chartered Asset Manager, and is a member of the American Academy of Financial Management. He graduated from The University of Alabama in 1991 with a BS degree in Finance, and began his career with Nowlin and Associates. In July of 2006, David formed The Keystone Financial Group, and relocated his practice to Trussville, Alabama. The focal point of David’s practice is the design of both qualified and non-qualified retirement strategies for small and medium sized corporations. Other areas of practice include the structuring of retirement income, and estate strategies.

    David believes activity to be important within one’s industry and community. He serves the City of Trussville as a member of its Park and Recreation Board, and upon the Advisory Board of the Trussville City Schools Foundation. He coaches youth league basketball, and serves Clearbranch United Methodist Church as its finance committee chairman. He serves Ameritas as a member of its National Field Advisory Committee. David and his family live in Trussville, Alabama. David is a native of Florence, Alabama.

    Full Disclosure

    David R. Guttery & Seth Edgil offer products and services using the following business names: Keystone Financial Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services, LLC (AAS) – investment advisory services. AIC and AAS are not affiliated with Keystone Financial Group or any other entity mentioned herein.

    Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

    Online Resources

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    **Securities and investment advisory services are offered solely through Ameritas Investment Company,LLC (AIC), member FINRA/SIPC.
    *** The opinions and views stated in this publication are solely those of David R. Guttery and should not in any way be considered to be an endorsement by Ameritas Investment Company,LLC.
    **** AIC, Keystone Financial Group, and KeystoneFinGrp.com are not affiliated. Additional products and services may be available through David Guttery or Keystone Financial Group that are not offered.
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