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Financial Articles

Below please find a library of articles that Stone Wealth Management has written and featured in our newsletters. We hope you find these relevant to your financial planning efforts. If you'd like to learn more, please contact us today.

How Investors Can Look Beyond a Fed-Driven Year

Inflation, interest rates and the Fed have been the driving forces behind the market in 2022. These factors broke a number of trends that have influenced portfolio decisions over the past several decades, creating an uncomfortable investment environment. This has kept many investors guessing at what might come next, leading markets to swing back and forth for weeks at a time. For investors who can ignore the short-term ups-and-downs of the market, this year is a reminder that staying invested is one of the most important principles for achieving long-term financial goals. How can investors view this past year with perspective while positioning for the opportunities ahead?

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What a Housing Recession Means to Investors

Perhaps no sector of the economy has been impacted by rising interest rates as much as housing. The declines in both housing activity and prices have wide-ranging effects on households and the economy, as well as across financial markets. How might the current slowdown in housing impact portfolios in the months and years to come?

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3 Reasons Investors Can Be Thankful This Year

2022 has been a historic year for financial markets and a challenging one for investors. As we approach the end of the year, the Fed is tightening rates at a rapid pace, the war in Ukraine rages on, and many world economies may already be in recession. What could investors possibly be thankful for in an environment like this?

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How Investors Can Navigate the Tech and Crypto Cycle

All investors understand that markets operate in cycles. This is even more the case for technology stocks which depend not only on the underlying business cycle, but also experience waves of hype and exuberance. The fact that it is often hard to distinguish between the two means that, for long-term investors, it's important to maintain balance when markets swing too far in either direction. What's driving the tech sector today?

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