• The Equifax Data Breach & You

    by Kacie Swartz | Sep 11, 2017
    Full story
  • Midyear Retirement Plan Reviews

    by Kelly McCune | Sep 11, 2017
    Give your Retirement Plan a Midyear Checkup - we can help!
    Full story
  • Lessons for the Next Crisis

    by Kacie Swartz | Sep 11, 2017
    This month is the 10 year anniversary of the event that marked the beginning of the global financial crisis and the “Great Recession”. It is tempting to look for indicators that the environment today may be similar or different from the period leading up to the financial crisis. But as we have said before, financial markets have a habit of behaving unpredictably in the short run, and there are important lessons that we, as investors, might be well-served to remember.
    Full story
  • Investing with Stone Asset: Risk vs Return

    by Kacie Swartz | Jul 12, 2017
    For long-term investors, return and return go hand in hand. Finding a balance between these two concepts is the basis for how to allocate your investment portfolio, and how to understand your portfolio performance relative to various market benchmarks.
    Full story
  • Roth IRAs for Kids!

    by Kelly McCune | Jul 12, 2017
    Full story
  • 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.
    Full story
  • When Rates Go Up, Do Stocks Go Down?

    by Kelly McCune | Jun 14, 2017
    The economists from Dimensional Funds, one of the mutual fund companies we work with, have recently published research exploring the connection between rising interest rates and stock prices.
    Full story
  • The Most Common Estate Planning Mistake

    by Kelly McCune | Jun 12, 2017
    As we conclude our Estate Planning series, we’d like to discuss the most common mistake people make: Not having an estate plan at all!
    Full story
  • Income vs Estate Taxes: What's More Important?

    by Kelly McCune | Apr 24, 2017
    One subject we are often asked about is the idea of avoiding "death taxes" also known as the federal estate tax. The federal estate tax can apply when an individual dies and leaves assets to heirs. Although the estate tax can be a burden, a bigger issues at play for most people is smart tax planning.
    Full story
  • 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.
    Full story