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19 May
Economic News

What Do We Do Now? A Strategic Response to the Stock Market Tumble

  • May 23, 2022
  • By author-avatar Brad McMillan, CFA, CAIA, MAI
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Many of the discussions around the market decline so far this year have revolved around two issues: why is it happening and how far will it go? Most p...

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19 May
Education Planning

Best Ways to Save For College

  • May 3, 2022
  • By author-avatar Alexander Greer, CFP®
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With the cost of higher education rising annually, saving for college is on every parent’s mind. There are several vehicles designed specifically for ...

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19 May
Company News

Greer Earns CFP® Marks

  • May 19, 2022
  • By author-avatar Alyssa Hanzl
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Alexander Greer, a Financial Planning Assistant with Keystone Financial Partners, has been authorized by the Certified Financial Planner Board of Stan...

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12 May
Investments

Here’s What You Should Know About Bitcoin

  • May 3, 2022
  • By author-avatar Alexander Greer, CFP®
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We’ve all seen the stories about bitcoin over the past few years—the triumphs and the pitfalls. For many investors, this cryptocurrency has raised a l...

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05 May
Financial Planning

Introduction to Capital Gains Tax

  • May 3, 2022
  • By author-avatar Karen Brock, CFP®
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For many investors, capital gains tax is among the more confusing financial topics. Yet a basic understanding of capital gains is key to building a fi...

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03 May
Economic News

Market Thoughts for May 2022

  • May 3, 2022
  • By author-avatar Brad McMillan, CFA, CAIA, MAI
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April was one of the worst months for the markets since the start of the pandemic. U.S. markets were down between 5 percent for the Dow and 14 percent...

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27 Apr
Tax Planning

Tax-Smart Planning Strategies

  • May 3, 2022
  • By author-avatar Alexander Greer, CFP®
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Minimizing your annual income taxes requires a regular review of your overall financial position. With tax season underway, now is the perfect time to...

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20 Apr
Retirement Planning

Avoiding Common Errors Surrounding RMDs

  • April 6, 2022
  • By author-avatar Karen Brock, CFP®
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Many investors often fail to think about required minimum distributions (RMDs) for their retirement accounts. That oversight can lead to unnecessary t...

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20 Apr
Economic News

Economic + Market Update Recap

  • April 20, 2022
  • By author-avatar Alyssa Hanzl
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2022 is off to a rocky start. With a wide variety of issues both here in the US and around the globe, we felt like it was a perfect time to have our C...

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15 Apr
Financial Planning

Financial Guidance for Recent Widows

  • April 6, 2022
  • By author-avatar Jim Trull, AIF®, CFP®
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In a 2019 UBS Investor Watch Survey, nearly 68 percent of married women from around the world reported they believe they’ll outlive their spouse. And ...

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  • What Do We Do Now? A Strategic Response to the Stock Market Tumble May 19, 2022
  • Best Ways to Save For College May 19, 2022
  • Greer Earns CFP® Marks May 19, 2022
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This communication strictly intended for individuals residing in the states of AZ, CA, FL, GA, IN, MD, ME, MT, NC, NY, OH, PA, SC, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through Keystone Financial Partners or CES Insurance Agency.

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  • Who We Are
    • Our Story
    • Our Team
      • Jim Trull, AIF®, CFP®
      • Christopher Walsh, CFP®
      • Karen Brock, CFP®
      • Alexander Greer, CFP®
      • Alyssa Hanzl
      • Stephen Neubig
    • Our Process
    • Our Broker/Dealer
    • Our Community
    • Contact Us
  • Who We Serve
    • Young Professionals
    • Business Owners
    • High-Income Earners
    • Pre-Retirees
    • Current Retirees
    • Individuals In Transition
    • Real Client Stories
      • Retired
      • Nearing Retirement
      • Work Optional
      • Young Professional
      • Life In Transition
  • What We Do
    • Financial Planning
    • Wealth Management
    • Investment Management
    • Life Transition Planning
    • Second Opinion Program
  • Blog
  • Account Access
  • Let’s Talk
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