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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.


Why Investors Should Manage Expectations

As with many things in life, investing is often about managing expectations on the economy, markets and portfolio returns. Doing so can be challenging since strong market gains and solid economic growth can fuel even greater and eventually unrealistic expectations. At the same time, long-term investors understand that temporary market pullbacks and economic slowdowns are unavoidable. Preventing disappointment is often a matter of maintaining discipline and perspective as market expectations continue to rise. After a red-hot economic rebound and stock market rally, there are certainly high expectations across the entire investment landscape. For instance, last week's jobs report severely missed economist projections.

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What Spikes in Interest Rates Mean for Long-Term Investors

The sudden rise in interest rates has spooked some investors. Fears of runaway inflation, the Fed losing control, and concerns over highly-valued sectors have resulted in renewed market volatility. Of course, this adds to the ever-growing wall of worry around the pandemic, tech stocks, retail investor behavior, and more. While shocks to interest rates can certainly rattle markets, history shows that these events are actually positive in the long run. How can patient investors keep all of these concerns in perspective as the outlook remains uncertain?

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What New Stock Market Highs Mean for Investor

As we approach the end of 2020, the stock market is hovering near record highs. While there have been many lessons for long-term investors this year, there are also recent developments that will matter in the years to come. From learning to manage COVID-19 to the presidential election, big events rattled markets but also showed the importance of patient perseverance. It's important for investors to hold onto these lessons by focusing on key trends rather than daily market swings.



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