The HeartStone Blog
Keep Calm, Stay Invested
Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street. As an investor and retirement saver, how much will this turmoil matter to you in the long run? Not as much as you may expect. There [...]
Hi! My Name’s Maddie
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
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 [...]
Gradual Retirement
Gradual Retirement Working in "retirement" isn't only for the Walmart greeter! Are you in a hurry to retire? Not everyone is rushing to that particular finish line. According to the 2018 retirement survey from the Transamerica Center for Retirement Studies, which gauges the outlook of American workers, 56% of [...]
What a Difference a Month Can Make!
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
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 [...]