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

The HeartStone Blog

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 [...]

Some Important Retirement Account News

By |July 1st, 2020|Categories: Financial Planning|

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

By |April 8th, 2020|Categories: Financial Planning|

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 [...]

Coronavirus and More

By |March 6th, 2020|Categories: Financial Planning|

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 [...]