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.

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!

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.

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.

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.

Medicare open enrollment period runs through December 7th.

The Treasury Department has recently cracked down on a commonly used estate planning tactic - gifting Family Limited Partnership interests at a steep discount. The proposed changes in Section 2704, expected to take effect in December, will severely impact the usefulness of this tactic.

New Department of Labor regulations take effect soon concerning the management of certain retirement accounts.