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Stone Wealth Management
| Nov 08, 2018
The bulk of charitable giving is done in the last quarter of the year. As we head into the most charitable season, we wanted to remind you of a few ways you can create tax advantaged giving.
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Kacie Swartz
| Sep 17, 2018
In August, the S&P 500 stock market index hit an all-time high for the second time this year. This is the latest in many all-time highs we have enjoyed over the past eight years of "bull markets". These kinds of long runs can sometimes lead to the question, “Is now the time to change my investment strategy?
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Morgan Stone
| Aug 15, 2018
Summer can mean moving time, as families relocate, upsize or downsize homes, or start that long overdue remodeling project. Now is a good time to review a few basic planning considerations, if you have a house move on the horizon.
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Morgan Stone
| Jul 16, 2018
Summer time often means jobs for your kids. Consider opening and funding a Roth IRA for your kids!
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Stone Wealth Management
| May 10, 2018
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Morgan Stone
| May 10, 2018
It can be a dangerous world out there for the unwary investor. The Texas State Securities Board (“TSSB”) recently updated its annual list of Top Investor Threats. Some of these threats have been around for decades, while others are relatively recent additions.
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Kacie Swartz
| Apr 16, 2018
Have you heard that real estate saying, “location, location, location”? The same applies to investing. Considering the tax efficiency of your savings vehicles and allocating your investments across them can make a real impact on your after-tax returns
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Stone Wealth Management
| Mar 19, 2018
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Kacie Swartz
| Mar 19, 2018
Certain types of investments – even if they are legitimate – should always raise red flags. If an investment seems exotic, promises large returns with minimal risk, or claims to be a “can’t miss opportunity”, consider just saying no.
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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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