The HeartStone Blog

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 [...]

With the economy and financial markets flashing mixed signals, it’s no wonder that lawmakers are deadlocked on whether to pass a Phase 4 of the CARES Act. More than $3 trillion in stimulus has already been pushed into the economy since March. Critics of a Phase 4 package say the [...]

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 [...]

Key Provisions of the CARES Act Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees. To put this monumental legislation [...]

Here's the Good News In these unprecedented times it is easy to get caught up in the doom and gloom that is constantly reported on in the media. But, hidden among the scary headlines, there are good things happening. As the world is forced to slow down, and in some [...]

Coronavirus and More We are currently experiencing meaningfully down days in the stock market. Covid-19, otherwise known as the Coronavirus, has markets on edge. Several clients, understandably, have expressed concern. Some want to “plow more cash” into the markets, essentially chasing a discounted stock price. Others fear they should be [...]