Independence is vital to you, and we respect that. But you shouldn't have to choose between independence and the support that drives success. We're here to give you the freedom to excel, supported by a team and a network of peers committed to achieving your clients' financial goals.
关于我们
Keystone Financial Group focuses on helping you maximize your future financial standing. We can assist you in savings and wealth management plans that are right for you and your current financial status. Most of all, we ensure you a level of customer service and interaction that is genuinely personable. David R. Guttery offers products and services using the following business names: Keystone Financial Group, LLC – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org)– securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Keystone Financial Group, LLC. 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. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. Interested in learning more? Download our Welcome Kit: https://keystonefingrp.com/wp-content/uploads/2022/06/Welcome-Folder.Version-1.opt_.pdf
- 网站
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https://keystonefingrp.com/
Keystone Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Trussville，AL
- 类型
- 私人持股
地点
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主要
获取路线
8178 Gadsden Hwy # 104
US，AL，Trussville，35173
Keystone Financial Group员工
动态
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We’re excited to share David Guttery is taking on new responsibilities as CEO of inSOURCE Financial Advisors. Join us in welcoming him to his new role! https://lnkd.in/gZY4dZ85
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Discover how small steps can help you navigate retirement planning on your terms. Learn about aligning your goals, controlling risks, and planning for the unexpected. Start building your future today. https://lnkd.in/eqWCjvin
Navigating Retirement Planning on Your Terms
https://www.youtube.com/
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In the aftermath of this election cycle, I believe that we have much greater clarity regarding the potential for future changes to the Tax Code, and by extension, I believe we are more comfortable with our economic assumptions as well. In my opinion, the general mass media vetted the election from every conceivable angle.?Curiously, one of the most major considerations from a tax and economics perspective was given very little attention.?What would have had to happen, to bring about the most sweeping and impactful tax law changes since the Tax Reform Act of 1986??Absolutely nothing.?Not one single vote would have needed to be cast, had the election resulted in a different outcome.?Please watch the video for my expanded comments on this.?In short, I believe we could have been sitting on a metaphorical time bomb, and very few people realized it in my opinion. From a tactical perspective, we remain dedicated to the goal of insulating ourselves from the sensationalism and hyperbole of the day, as we dispassionately adjust the exposures within our models, and act upon data driven conviction. Please find a few minutes to view our monthly commentary, and please let us know if we can be of service.https://youtu.be/X84ejJCBrXU
Post Election Economic Observations
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Chief Executive Officer - inSOURCE Financial Advisors / Keystone Financial Group Investment Advisory Representative - Ameritas Advisory Services
Looking to invest on a tight budget? Financial advisor Seth Edgil explains how to get started, maximize tax benefits, and build wealth over time—even with small contributions. Watch now and learn how time and consistency can be your greatest assets. https://lnkd.in/ejZhqvrW
Investing on a Tight Budget: How to Start Building Wealth Today
https://www.youtube.com/
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Chief Executive Officer - inSOURCE Financial Advisors / Keystone Financial Group Investment Advisory Representative - Ameritas Advisory Services
Join Seth Edgil from Keystone Financial Group as he dives into the fascinating world of behavioral economics and its impact on personal finance. Learn how psychology influences your money decisions and how to avoid common financial pitfalls.?#financial #budgeting #personalfinance https://lnkd.in/egdYjGb3
Keystone Video: Behavioral Economics and Personal Finance
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Chief Executive Officer - inSOURCE Financial Advisors / Keystone Financial Group Investment Advisory Representative - Ameritas Advisory Services
It feels like we’ve ridden a roller coaster of sentiment over just the last few weeks since Chairman Powell hinted that accommodation could be in our near-term future. Within our current video, we continue to address areas of distortion that continue that skew perception from reality.??This distortion can hide positive evidence of changing economic seasons. Therefore, from a tactical perspective, we remain dedicated to the goal of insulating ourselves from the sensationalism and hyperbole of the day, as we dispassionately adjust the exposures within our models, and act upon data driven conviction. Bond yields may have peaked in October of 2023.?The Federal Reserve may be on the cusp of accommodation.?Inflation, as measured by the CPI, recorded a year over year increase of 2.9% on the 15th of August.?The yield curve inversion we’ve heard so much about, had all but dissipated as of the 5th of August. According to the Labor Department, personal income has outpaced inflation for nearly one year. The capacity to consume has improved over the last 22 months, and we believe this is supporting trends that have been gaining traction since December of last year.?For a third consecutive quarter, we learned that retail sales were surprisingly higher than expected on the 14th of August.?It seems that we may be returning to normal patterns of consumption, and because this represents 70% of GDP, it is tactically important to look through the distortion, and observe the improving financial metrics of the average household. https://lnkd.in/edmCNTPp
Things Aren't Always As They Seem
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