Blog

09 Jun

Financial Aid Myths Debunked

May 13, 2022
By Stephen Neubig

The purpose of financial aid is to help bridge the gap between the cost of attending college and the amount that students and their parents can afford...

02 Jun

Investments

5 IRA Misconceptions

May 3, 2022
By Stephen Neubig

Some IRA planning and investment strategies may appear easy to execute, but errors can lead to unexpected taxes or penalties, loss of the IRA’s tax-ex...

02 Jun

Economic News

Market Thoughts for June 2022

June 2, 2022
By Brad McMillan, CFA, CAIA, MAI

Markets started to stabilize in May. The Dow and S&P 500 ended the month with small gains, while the Nasdaq’s loss was small by recent standards. ...

26 May

Estate Planning

A 7-Point Checklist for Your Estate Plan

May 3, 2022
By Christopher Walsh, CFP®

When it comes to estate planning, executing your will and other estate documents is only the first step. To help ensure that your estate plan stays in...

19 May

Economic News

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

May 23, 2022
By Brad McMillan, CFA, CAIA, MAI

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...

19 May

Education Planning

Best Ways to Save For College

May 3, 2022
By Alexander Greer, CFP®

With the cost of higher education rising annually, saving for college is on every parent’s mind. There are several vehicles designed specifically for ...

19 May

Company News

Greer Earns CFP® Marks

May 19, 2022
By Alyssa Hanzl

Alexander Greer, a Financial Planning Assistant with Keystone Financial Partners, has been authorized by the Certified Financial Planner Board of Stan...

12 May

Investments

Here’s What You Should Know About Bitcoin

May 3, 2022
By Alexander Greer, CFP®

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...

05 May

Financial Planning

Introduction to Capital Gains Tax

May 3, 2022
By Karen Brock, CFP®

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...

03 May

Economic News

Market Thoughts for May 2022

May 3, 2022
By Brad McMillan, CFA, CAIA, MAI

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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