by David Guttery | Sep 24, 2021 | Articles
Updated October 1st, 2021 I believe that we are at a point of inflection where risks of various types are weighing on the market as we remain relatively near all-time record high levels. What Are the Main Areas of Risk for the Financial Markets? Broadly, I would...
by David Guttery | Dec 17, 2019 | Articles, The Keystone
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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