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Weekly Commentary | October 19, 2021

October 19, 2021

Don’t get spooked! Barron’s Big Money Poll is an exclusive survey of market sentiment among professional investors. Last week, Nicholas Jasinski reported on 2021’s findings:

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Evaluating Your Executive Stock Options

October 18, 2021

As part of your compensation package, your company might offer you stock options to supplement your salary. While they can be a valuable form of

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How Diversifying Your Portfolio Can Mitigate Risk

October 18, 2021

Risk is an inherent part of investing. After all, no one can control the losses or gains of a particular asset, sector, or the market

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Weekly Commentary | October 12, 2021

October 12, 2021

The word “jouncy” may have started life as a combination of bouncy and jolting – and it’s a pretty good way to describe what happened

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Weekly Commentary | October 5, 2021

October 5, 2021

September strikes again… If you look back over the last 20 years, September has been the worst performing month for the Standard & Poor’s 500

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Weekly Commentary | September 28, 2021

September 28, 2021

Central banks have a lot of influence on investors, markets and economies. For the last year or so, the Federal Reserve has been purchasing $120

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Weekly Commentary | September 21, 2021

September 21, 2021

In recent weeks, bullish sentiment has drifted lower like sediment settling after a storm. Every month, Bank of America (BofA) surveys global asset managers. The

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Weekly Commentary | September 14, 2021

September 14, 2021

The Delta variant could take a toll on economic growth. There was some good news last week. The 7-day moving average of COVID-19 cases in

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Weekly Commentary | September 7, 2021

September 7, 2021

Stagflation isn’t trending, but it was mentioned in quite a few headlines last week. Stagflation is a portmanteau of ‘stagnation’ and ‘inflation.’ It occurs when

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The 2021 Child Tax Credit: An Overview

September 3, 2021

The tax give-back for parents of young children is different in 2021 Every year, the Child Tax Credit reduces the tax liability of American parents.

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Keystone Financial Services is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Keystone Financial Services and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keystone Financial Services unless a client service agreement is in place.

The Certified Financial Planner (CFP®) designation is a voluntary certification that is recognized in the United States and a number of other countries for its (1) high standard of professional education, (2) stringent code of conduct and standards of practice, and (3) ethical requirements that govern professional engagements with clients.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

  • Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). The CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Complete a minimum of three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
  • Agree to be bound by the CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for the CFP® professionals.

Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:

  • Complete thirty hours of continuing education hours every two years, including two hours related to the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
  • Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, LLC.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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