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

The HeartStone Blog

Coronavirus Vaccines and the Economy

By |December 2nd, 2020|Categories: Financial Planning|

Coronavirus Vaccines and the Economy As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1 A positive reaction to these vaccines affects every aspect of human [...]

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 [...]