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Financial News Articles
Financial News Articles
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
Results Not Typical?
by Kacie Swartz | Jan 10, 2019
A good plan may not always have good results. That doesn't make it a bad plan.
Helping Others the Tax Advantaged Way
by Kelly McCune | 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.
Quarterly Market Review 2018 Q3
by Kelly McCune | Oct 11, 2018
Each quarter, we bring you the “Quarterly Market Review”. This provides a summary of performance across world markets.
The US Stock Market is at an All-Time High. Should you stay or go?
by 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?
Summer fun! Beach, mountains… the dreaded house move!
by 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.
2018 Q2 Quarterly Market Summary
by Kacie Swartz | Jul 16, 2018
Is your child working this summer? Start thinking about his or her retirement!
by Morgan Stone | Jul 16, 2018
Summer time often means jobs for your kids. Consider opening and funding a Roth IRA for your kids!
529 Day: Expanded Benefits for 529 Plans
by Kelly McCune | May 10, 2018
Get Rich Quick?....Don't Fall for it!
by 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.
The Tax Benefits of Asset Location
by 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