Half-Time Report 2022

A huge thank you to all of our clients who came out to our Half-Time Report event at the old HP/Agilent site. We had a great evening discussing a look back at the market behavior during the first half of 2022 and how this behavior might affect the rest of the year. Great food and drinks, followed by a nostalgic tour of the campus where a lot of our clients once worked!
Also, at our Half-Time Report event we had the opportunity to celebrate Josh’s 23rd anniversary as a financial advisor. Josh’s children were there to present him with a cake to celebrate this milestone.

We are very thankful to have a leader who is as loyal and hardworking as you are.
Congratulations on 23 years, Josh!

Birdies at the Butte-17th Annual Philo Women’s Amateur Golf Tournament

Keystone is a proud sponsor of the upcoming Philo Women’s Amateur Golf Tournament! All proceeds will go to the Philo Scholarship Program that awards local graduating students and post high school residents of the Loveland and Berthoud communities a scholarship for Vocational and Technical Education careers. For 17 years, the Philo Scholarship Program has raised […]

Bike to Work (or Wherever) Day 2022!

Last month Keystone teamed up with Broadcom, HPE and HPI for Bike to Work (or Wherever) Day!
Year after year, 100s of local businesses and organizations come together to host free breakfast stations for one of Fort Collins’ favorite unofficial holidays.  We had a record-breaking event in the number of stations visited and most number of station visits for several locations. Here are a few stats that you will enjoy!
Total estimated individual participation: 5,950 (+/- 3%)
Total station visits: 22,7490, breaking the record from 2019 at 21,704
Estimated vehicle miles save from BTWD: 34,674.
We’re grateful that so many in our community continue to come together to support our one-of-a-kind culture and Keystone is happy to be a part of this awesome community event!

Habitat for Humanity Women’s Build May 2022

The Keystone ladies teamed up with Habitat for Humanity for the 2022 Women’s Build.

We are excited to involve women within Keystone and our community in our building project.

We spent the day working together to build affordable homes, helping families gain strength and self-sufficiency through home ownership.

Women’s Build inspires women to be proactive and help the women and families in their community. Thank you for all that joined us on this special day!

For the Love of Stamping! Loveland’s 2022 Valentine Re-mailing program

For 76 years Loveland is perhaps best known worldwide as the home of the “Valentine Re-Mailing Program”. Every year, more than a hundred thousand Valentines are packaged inside larger envelopes and sent to Loveland, where volunteers hand-stamp them with a Valentine’s verse and send them on to the intended recipients. This year Keystone Financial Services helped sponsor this event and worked together to stamp thousands of Valentines that were sent all over the world!

Forecast 2022 Webinar

Watch the replay of our Forecast 2022 Webinar.  In this special presentation Josh Nelson, CFP® and Jeremy Busch, CFP® will analyze the events that took place in the market during 2021 and consider what it could mean for 2022. 

Forecast Event 2022

Our clients and Keystone team spent the morning together for breakfast and our Forecast 2022 event.  In this special presentation Josh Nelson, CFP® and Jeremy Busch, CFP® analyzed the events that took place in the market during 2021 and discussed what it could mean for 2022. 

Toys For Tots Annual Toy Drive

Christmas is the time to celebrate the spirit of giving.
We are excited to announce another record-breaking year for our Toys for Tots toy drive! 161 toys will be given to local children to open on Christmas day. Thank you to all our clients who donated, your kindness and generosity made all of this possible.

Keystone Financial Services Annual Thanksgiving Pie Event

It’s our favorite time of year!  During Thanksgiving we are reminded how much we have to be thankful for.  To show our clients our appreciation we host our Annual Thanksgiving Pie Event!   We gift a pie for their holiday table and host an open house where they can pick up their pie, enjoy some refreshments and company from our Keystone Team. It’s a great way to kick off the holiday season!

Ladies Night! Paint and Sip Party

We had an incredible evening filled with lots of laughter as we tested our painting skills.  This year we offered two ways to participate, in-studio and virtual and we all had a blast!