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Blog

Image of an American flag, with a person looking out of them similar to window blinds.
Dave Becker | Feb 2, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

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Dave Becker | Jan 31, 2024

VIDEO: Why I Became a Financial Advisor

A devoted family man, Dave is a skilled financial advisor with a history of guiding clients through volatile markets. Watch the full story.
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Dave Becker, ChFC® | Jan 26, 2024

See What Our Clients Are Saying About Us

Keystone Wealth Management’s clients trust financial advisor Dave Becker. Read the complete survey to see what people are saying about us.
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Dave Becker | Jan 15, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More
Person holding jar of coins with a 'savings' label
Dave Becker | Jan 10, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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Man reading newspaper next to laptop and phone
Dave Becker | Nov 15, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Couple walking in a field with the ocean in the background
Dave Becker | Oct 24, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Set of keys beside miniature house
Dave Becker | Oct 11, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Business page of a newspaper
Dave Becker | Sep 28, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Grandmother with child
Dave Becker | Sep 8, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Person writing a list in a notebook
Dave Becker | Aug 23, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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Two women meeting in an office space.
Dave Becker | Aug 9, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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This website is a publication of Keystone Wealth Management.  The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be rendered as a complete analysis of the subjects discussed.  All expressions of opinion reflect the authors' judgment as of the publication date and are subject to change.  

Information on this website does not involve rendering personalized investment advice but is limited to disseminating general information on products and services.  A professional advisor should be consulted before implementing any of the options presented. No information that constitutes an offer to buy or sell or any form of investment advice may be placed on this website.  

Financial Advisors do not provide specific tax/legal advice, and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for the information, services, or products found on websites linked hereto.  

We may recommend purchasing specific investment or insurance products separately from the financial plan and our role as financial planners. These product recommendations are not part of the financial plan, and you are not obligated to follow them.

Life insurance products may contain fees, such as mortality and expense charges (which may increase over time), and restrictions, such as surrender periods.

Additional information about Keystone Wealth Management is available on the SEC's website at www.advisorinfo.sec.gov.  

The information on this website is intended for U.S. residents only. Keystone Wealth Management is registered as an investment advisor with the State of Iowa.

Keystone Wealth Management is a Registered Investment Advisor.  Registration with any state securities authority does not imply a certain level of skill or training. 

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