Top 5 Biases that Impact Investment Decisions
July 10, 2018
As financial advisors, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive investors, armed with
Insights
Menu
Read More »
How Emotional Decisions Can Ruin Your Investment Strategy
June 25, 2018
More money is left behind than lost during market declines. When an investor reacts emotionally to declines, they often pull money out of the market,
How the Right Advice Can Boost Financial Confidence
June 7, 2018
What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. It’s about
When Can You Retire?
May 29, 2018
Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their
What Does Keystone Really Mean?
May 17, 2018
Every once in a while, someone asks me, “Where did you come up with the name, Keystone Financial?” I love this question, because I am
How Much Do I Need to Retire?
March 26, 2018
Most people plan to leave the workforce at some point in their life. While some have a desire to maintain a sense of purpose by
WISDOM FROM THE PAPERBOY
March 15, 2018
Although I had several jobs as a kid, one of my earliest jobs was a paperboy for the Cedar Falls-Waterloo Courier in my Iowa hometown.
What Does Your Retirement Look Like?
February 26, 2018
When I think of retirement, I think of spending a month traveling throughout Asia tasting exotic cuisines. I want to go fishing in Alaska with
New Year, New Opportunities
February 6, 2018
There is a lot going on in the financial world, and as a financial planner, I get excited because we love change! The nice thing
Seven Sins of Divorce
January 29, 2018
Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people