Below please find a library of articles that Stone Asset Management has written and featured in our newsletters. We hope you find these relevant to your financial planning efforts. If you'd like to learn more, please contact us today.

Financial News Articles

“Can’t Anybody Here Play This Game?”

by Morgan Stone | Mar 19, 2018

How do successful investors view the flurry of trading advice that is published at the beginning of each year? Very carefully.
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Recent Market Volatility

by Kacie Swartz | Feb 13, 2018
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Financial Planning for Newlyweds

by Kacie Swartz | Feb 13, 2018
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Bitcoin Mania

by Kacie Swartz | Jan 10, 2018
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Top Investor Threats for 2018

by Kelly McCune | Jan 10, 2018
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How the New Tax Reform Will Affect Your Wallet

by Morgan Stone | Dec 28, 2017

The new tax law passed last week brings many changes.
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Choosing a Continuing Care Facility

by Morgan Stone | Nov 06, 2017
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Behavioral Finance Pioneer wins Nobel Prize

by Kacie Swartz | Nov 06, 2017

The 2017 Nobel Prize for Economic Science has been awarded to Richard Thaler, a professor at the University of Chicago for his lifelong research into how humans relate to money.
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Fun Halloween Facts

by Kelly McCune | Oct 16, 2017
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Medicare Open Enrollment is Now Available

by Kelly McCune | Oct 16, 2017

Medicare open enrollment runs from October 15th through December 7th.
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Quarterly Market Reviews

Q2 2017 Quarterly Market Summary

by Kelly McCune | Jul 06, 2017

This past quarter was a continuation of strong returns from most asset classes, with top performance coming from non-US small cap and emerging markets.
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Q1 2017 Quarterly Market Summary

by Kelly McCune | Apr 17, 2017

The first quarter of 2017 was positive across many asset classes, continuing the growth we have enjoyed over the past year.
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2016 4Q & Annual Market Review

by Morgan Stone | Jan 17, 2017

Many sectors of the market had positive returns for 2016, but global event surprises reminded us to stay diversified and focused on our diligent rebalancing.
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2016 3Q Quarterly Market Summary

by Morgan Stone | Oct 14, 2016

Review of 3rd quarter and year-to-date performance of different asset classes.
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