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So far HeartStone Advisors has created 10 blog entries.

Your Diversified Portfolio vs. The S&P 500

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 [...]

By |2019-01-29T19:09:00+00:00October 24th, 2018|Financial Planning|

Halloween isn’t the only spooky event in October!

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 [...]

By |2018-12-28T10:34:17+00:00October 12th, 2018|Financial Planning|

A HeartStone Summer! Zach’s Top 5 from 2018

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 [...]

By |2018-12-28T10:41:04+00:00August 30th, 2018|HeartStone Advisors|

SPEAK = Success! Thanks to all who attended.

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 [...]

By |2018-12-28T11:17:02+00:00March 24th, 2018|HeartStone Advisors|