/Financial Planning

There’s Still Time to Contribute to your IRA!

There’s still time to contribute to your IRA! If you haven’t already contributed to an IRA (Individual Retirement Account), there’s still time to do so.  Many people don’t know that the 2021 contribution deadline is actually April 18, 2022.1  However, if you do decide to contribute, you must designate the [...]

By |2022-02-23T10:36:48-07:00February 23rd, 2022|Financial Planning|

HeartStone Advisors commits $50,000 as a sponsor of Whitefish Trail

HeartStone Advisors commits $50,000 as a sponsor of Whitefish Trail This was originally published in the Whitefish Pilot on January 19th, 2022.   Local Whitefish business HeartStone Advisors has pledged $50,000 as a Legacy Sponsor to support Whitefish Legacy Partners (WLP) and the Whitefish Trail for years to come. With [...]

By |2022-01-19T10:13:46-07:00January 19th, 2022|Financial Planning|

Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money Think about these factors before you leave work for the last time. Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are [...]

By |2021-02-11T13:30:00-07:00February 11th, 2021|Financial Planning|

Coronavirus Vaccines and the Economy

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 [...]

By |2020-12-02T11:49:45-07:00December 2nd, 2020|Financial Planning|

When the Fed Talks Inflation, Bond Investors Listen

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 [...]

By |2020-09-17T07:25:02-07:00September 17th, 2020|Financial Planning|

A Unique Year for Retirement

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 [...]

By |2020-08-31T08:23:23-07:00August 31st, 2020|Financial Planning|

Lead, Lag and Coincident Indicators

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 [...]

By |2020-07-22T09:42:36-07:00July 22nd, 2020|Financial Planning|