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Thank you!

By: Josh Nelson

We’ve had so many referrals from our clients this year, so I wanted to take a moment to tell you how grateful we are for all of you and the people you’ve introduced to us!

Not only do we love helping new people, but we love the fact that our clients feel confident in what we are doing and our ability to help their family, friends, and co-workers.  I know, from talking to many of you, that you’ve had conversations with others about what we are doing for you and your family and how we might be able to help them as well.  This is a crucial part of our business, because it allows us to stay focused on you and your financial life instead of spending our resources on expensive advertising or “knocking on doors”.

I want to share an easy way for you to introduce someone that is interested in meeting with us.  The following link will send them to our complimentary risk survey, which is the first building block to their Wealth Plan and a conversation with Keystone Financial Services:

https://client.keystonefinancial.org/survey/

To welcome our new clients and thank the clients that introduced them to us; on an annual basis we host an evening of food, conversation, and friendship. We are planning the next event for February 2019. Please continue to spread the word about your experience with Keystone Financial Services and we will give the best of care to anyone you send our way.

Thank you so much for your business and your friendship – all my best to you and your family!

Market Commentary

Weekly Market Commentary December 3, 2018

Last week provided investors clarity on their two biggest concerns: interest rates and trade. Federal Reserve communication indicated rate increases will likely slow in 2019, and over the weekend, the U.S. and China announced an agreement to delay an increase in tariffs from 10% to 25% on a wide range of U.S. goods. In exchange, the Chinese will buy more U.S. goods, and both sides will seek an agreement in the next quarter. Read more

Blog

The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

Market Commentary

Weekly Market Commentary November 26, 2018

Global stocks continued to decline as economic weakness and the possibility of further rate increases by the Federal Reserve worried investors. After rallying in late October and early November, global stocks were trading near the levels reached during the October decline. Read more

Market Commentary

Weekly Market Commentary November 19, 2018

After two straight weeks of 2%-plus returns, the S&P 500 was down 1.6% last week. Global stocks also declined, pushing the MSCI ACWI down 1.2% last week.

Read more

Market Commentary

Weekly Market Commentary November 12, 2018

The S&P 500 rallied for the second consecutive week as markets have recovered nearly half of the losses since late September. S&P 500 soared 2.1% last week. Global stocks rallied as well, but lagged U.S. stocks. The MSCI ACWI climbed 0.9%. The Bloomberg BarCap Aggregate Bond Index rose 0.3%, partly on hopes a split Congress will result in lower deficits. Read more

Blog

Top 5 Apps to Save You Money

Top 5 Apps to Save You Money

By Josh Nelson, Wealth Advisor

The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx of unique and intuitive apps, there is no better time in history to take advantage of finance-related technology.

We’ve rounded up our favorite apps to help calculate budgets, curb overspending and avoid late payments. Here are our top five recommendations: Read more

Market Commentary

Weekly Market Commentary November 5, 2018

After a rough October, the S&P 500 went into rally mode last week. Positive rumors on trade and a general recognition that the investing environment remains positive boosted stocks. The S&P 500 soared 2.4%. Global stocks rose, too, pushing the MSCI ACWI 3.1% higher. The good news in stocks, along with healthy job growth, pushed the Bloomberg BarCap Aggregate Bond Index 0.7% lower.

Read more

Charitable giving, tax deductions, financial advising

Monthly Newsletters

Pass the Turkey! – Financial Tips for the Season of Giving

As the year begins its close, traditions start to appear. From the silverware for feasts, to the tacky lawn decorations the kids love, to the choice of holiday movies, traditions remind us of who we are. There’s a story behind almost every detail, whether it’s grandma’s antique table runner or your secret family recipe for cranberry sauce, and everything is intentional, or at least seems that way. Read more

Market Commentary

Weekly Market Commentary October 29, 2018

The S&P 500 briefly declined more than 10% from its high, set on September 21, 2018, before rallying slightly. The “correction” has come during a period of economic strength and healthy profit margins. A number of other major indexes are now in a “correction,” as they have declined more than 10%. Read more