Financial News Articles

  • Midyear Retirement Plan Reviews

    by Stone Wealth Management | Sep 11, 2017
    Give your Retirement Plan a Midyear Checkup - we can help!
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  • 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.
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  • 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.
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  • Roth IRAs for Kids!

    by Stone Wealth Management | Jul 12, 2017
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  • When Rates Go Up, Do Stocks Go Down?

    by Stone Wealth Management | 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.
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  • The Most Common Estate Planning Mistake

    by Stone Wealth Management | 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!
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  • Income vs Estate Taxes: What's More Important?

    by Stone Wealth Management | 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.
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  • Common Estate Planning Mistakes

    by Kacie Swartz | Mar 16, 2017
    Over the next few months we'll be touching on the most common mistakes people make in regards to estate planning. Estate planning is a very important piece of your financial plan. One of the most common mistakes people make with their estate planning is not keeping beneficiary information current.
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  • IRS makes changes to W-2 & 1099 filing deadlines for employers

    by Stone Wealth Management | Jan 17, 2017
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  • Year End Tax Planning

    by Kacie Swartz | Nov 22, 2016
    As we approach the end of 2016, we at Stone Asset Management want to remind you that efficient tax planning is one of the best ways to meet your savings and investment goals.
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