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Financial Planning Blog2019-01-16T10:42:25-07:00

The HeartStone Blog

When the Fed Talks Inflation, Bond Investors Listen

By |September 17th, 2020|Categories: Financial Planning|

When the Fed Talks Inflation, Bond Investors Listen What the Fed’s new policy may mean for you. Recently, you may have read that Federal Reserve Chair Jerome Powell announced a change in how the Fed views inflation. In the past, the Fed said it would consider adjusting short-term rates when [...]

A Unique Year for Retirement

By |August 31st, 2020|Categories: Financial Planning|

Q: What makes 2020 a unique year for retirement? A: Big changes to retirement account rules. You can attribute those changes to two major pieces of legislation: the Setting Every Community Up for Retirement Enhancement (SECURE) Act, and the Coronavirus Aid, Relief, and Economic Security (CARES) Act. You may not [...]

Lead, Lag and Coincident Indicators

By |July 22nd, 2020|Categories: Financial Planning|

Lead, Lag and Coincident Indicators In the era of COVID-19, and the financial woes it has created, I often get asked, “Why is the stock market holding up so well when the economy appears to be struggling?” To understand why the markets react — or don’t — to certain outside [...]

Some Important Retirement Account News

By |July 1st, 2020|Categories: Financial Planning|

Some Important Retirement Account News With all that is going on, it is easy to let finances slip to the back of your mind. But, the CARES Act made some important changes to retirement accounts that we would like to make you aware of. For those of you taking Required [...]