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Weekly Commentary | January 18, 2022

January 18, 2022

Is the economy doing well, or not? If you skimmed the headlines last week, you may have seen that retail sales – the purchases we

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Weekly Commentary | January 11, 2022

January 11, 2022

Here’s a little story about a group called the Fed… In the 1950’s, then Fed Chair William McChesney Martin described the Federal Reserve as “the

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Weekly Commentary | January 4, 2022

January 4, 2022

2021 was a fizzing mints-in-soda kind of year. Everything seemed to shoot higher – from COVID-19 cases and vaccinations to economic growth and global stock

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Key Financial Data 2022

January 4, 2022
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How Rising Interest Rates Impact Investments

January 1, 2022

In an attempt to control inflation, the Federal Reserve has signaled its intention to raise the federal funds rate (currently set at zero) three times

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5 Tips for a Financially Strong 2022

January 1, 2022

The start of a new year is a great time for introspection and evaluating the areas of your life you want to improve. When setting

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Weekly Commentary | December 28, 2021

December 28, 2021

Investors were feeling bullish. Last week, the Standard & Poor’s 500 (S&P 500) Index closed at a record high for the 68th time this year.

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Weekly Commentary | December 21, 2021

December 21, 2021

Stock and bond markets diverged. Last week, the Bank of England surprised markets with a rate hike, its first in three years, and the Bank

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Weekly Commentary | December 14, 2021

December 14, 2021

Inflation met expectations. When the Bureau of Labor Statistics released the Consumer Price Index (CPI) last week, it showed that inflation was at levels last

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Weekly Commentary | December 7, 2021

December 7, 2021

Investors look to the future. Last week, employment and manufacturing data confirmed that the United States economy continued to strengthen in November, but positive economic

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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 PLANNERâ„¢ 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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