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

The HeartStone Blog

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 [...]

Halloween isn’t the only spooky event in October!

By |October 12th, 2018|Categories: Financial Planning|

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!*

By |October 1st, 2018|Categories: Financial Planning|

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 [...]

A HeartStone Summer! Zach’s Top 5 from 2018

By |August 30th, 2018|Categories: HeartStone Advisors|

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 [...]