Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client’s evaluation. The award is not indicative of the wealth manager’s future performance. 5 Star Video
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Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. This calculator can help you determine whether you should consider converting to a Roth IRA. Use this calculator to estimate how much income and savings you may need in retirement. |
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| Dow Jones Industrials | 10,467.16 | - 30.72 |
| Dow Jones Transportation | 4,415.02 | - 5.30 |
| Dow Jones Utilities | 387.34 | - 5.78 |
| Nasdaq Composite | 2,251.69 | - 12.87 |
| Nasdaq 100 | 1,860.30 | - 12.32 |
| S&P 500 | 1,101.53 | - 4.60 |
| S&P 100 | 501.02 | - 1.95 |
| S&P Mid-Cap 400 | 758.11 | - 3.57 |
| S&P Small-Cap 600 | 348.94 | - 0.27 |
| Russell 2000 | 650.43 | - 0.33 |
| NYSE Composite | 6,994.57 | - 4.61 |
| AMEX Composite | 1,886.92 | - 12.65 |
| 10 Year Treasury Note | 2.99 | - 0.05 |
| Wilshire 5000 | 11,485.16 | - 44.02 |
| PHLX Semiconductor Index | 352.52 | - 6.95 |
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529 Fayette Street Phone: 877-279-0574
ryan.leib @keywealthman.com |
The professionals of Keystone Wealth Management are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of CA, DE, FL, IL, MD, NC, NJ, NY, PA, RI andVA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.