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

The HeartStone Blog

Hi! My Name’s Maddie

By |May 22nd, 2019|Categories: Financial Planning|

A few weeks ago I graduated from James Madison University Magna Cum Laude with a degree in Technical Communication. I am so excited to bring my expertise in writing and communication to the HeartStone office. I will be using my talents to ensure our clients remain engaged and satisfied [...]

Mo’ Money, Mo’ Problems

By |May 15th, 2019|Categories: Financial Planning|

Investment Challenges of the Affluent Investor High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them as any other investor, but these investors need to be mindful of issues that typically arise only [...]

What a Difference a Month Can Make!

By |March 5th, 2019|Categories: Financial Planning|

What a Difference a Month Can Make! How different one quarter can be from the next. The stock market has reminded investors of those truths in a long post-Christmas rally. In the fourth quarter, gloom came over Wall Street. Bearish sentiment grew and left stocks down for the year; the [...]

Average Joe missed awesome January

By |February 4th, 2019|Categories: Financial Planning|

TD Investor Movement Index (IMX) January '19 was the best start of the year for stocks since 1987. However this did not mean that all investors reaped gains. TD Ameritrade has been publishing the "Investor Movement Index" since 2010. The index tracks "where" in the markets most investors [...]

Your Diversified Portfolio vs. The S&P 500

By |October 24th, 2018|Categories: Financial Planning|

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 [...]