Your Diversified Portfolio vs. The S&P 500 “Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that while the U.S. equities market [...]
Halloween isn't the only spooky event in October! October is challenging investors. October has almost always been challenging investors. Just take a look at the chart below. Since 1950, October has delivered more 1% market swings (up or down) than any other month. This year is proving to be no [...]
Guinness Book of *Bogus!* Humans are obsessed with records. The fastest. The strongest. The first. The longest. Every time we see a new record being broken, we feel like we’re witnessing something historic. Within the past few months, we added a new record to the list: The Longest Bull Market [...]
Are You Getting Hosed? If you're like lots of Americans, at some point a securities broker sold you a bunch of mutual fund or annuity products. He or she made a lot of money, and they called a few times in the first year. Since then, you haven’t heard from [...]
A HeartStone Summer! Zach's Top 5 from 2018 With the arrival of labor day weekend, the Matarazzo family seems to have put a wrap on the 2018 summer. My sister, Maddie, is back to college (for her final year!) at James Madison University in Virginia. The snow seems to [...]
Becoming HeartStone When we moved to Montana we knew many things would change. We knew we would spend more time outside, we would drink more beer, and of course, we would soon be carrying bear spray with us at all times. But for all the things that would change [...]
Wildlife All Over For us, a huge part of moving to Montana was the solitude. We relished in the idea of not being able to see our neighbors from our front porch. We found a property that already had a trail cut into it, perfect for snow shoeing in [...]
Ride for One, Ride for All The Matarazzo family is by no means a biking family. We are new to the sport, we don't have the fancy matching skin tight outfits or perfectly shaven legs. But, when there is a reason to bike you bet we will be there. [...]
SPEAK = Success! Thanks to all who attended. Today marks the three weeks since our SPEAK event at Casey's. We counted roughly 100 people at the event - in our eyes it was a huge success! All comments we received indicated that it was both educational and fun. Maybe [...]
The Big Move It wasn’t until my senior year in high school that my parents started to bring up the topic of moving. We had been visiting our vacation home in Virginia more often and we no longer loved living in Pennsylvania. The roads were crowded and the people were not the [...]
