Blog

19 May

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...

27 Apr

Tax Planning

Tax-Smart Planning Strategies

May 3, 2022
By Alexander Greer, CFP®

Minimizing your annual income taxes requires a regular review of your overall financial position. With tax season underway, now is the perfect time to...

20 Apr

Retirement Planning

Avoiding Common Errors Surrounding RMDs

April 6, 2022
By Karen Brock, CFP®

Many investors often fail to think about required minimum distributions (RMDs) for their retirement accounts. That oversight can lead to unnecessary t...

20 Apr

Economic News

Economic + Market Update Recap

April 20, 2022
By Alyssa Hanzl

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...

15 Apr

Financial Planning

Financial Guidance for Recent Widows

April 6, 2022
By Jim Trull, AIF®, CFP®

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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