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.

What New Stock Market Highs Mean for Investor

December 4, 2020 Investing

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.  

Charitable Giving, the Tax-Wise Way

November 16, 2020 Estate Planning Tax Strategies

Americans—especially the affluent—are some of the most charitable people in the world.[1] Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some valuable charitable tax benefits that could help both you and your favorite charities. Here’s how to size up the effectiveness of your giving—along with some strategies that could potentially put some real power behind your philanthropy.

What to Do When Your Doctor Has Bad News

October 19, 2020 Financial Life Tips

When faced with a shocking medical diagnosis, it’s natural to let emotions—sadness, anger, depression—take over. Another common emotional response, fear, causes many people in these situations to want to immediately hit the ground running and take action for action’s sake—for example, by starting whatever treatment is most readily available. Carlin’s advice: Slow down. Start by internalizing two foundational concepts that will help guide you through this process more successfully.

Announcement from Morgan Stone

September 23, 2020

We are pleased to announce Kacie Swartz and Brittany McGehee have joined Morgan Stone as shareholders at Stone Wealth Management. Since joining the firm in 2010, Brittany has taken on more operational responsibility and is now our Chief Compliance Officer. Kacie has been working directly with our clients since joining the firm in 2013, and is now our Senior Wealth Manager. Both have been instrumental in the growth Stone Wealth Management has enjoyed over the past ten years. Please join us in congratulating these ladies for their commitment to the firm.

How to take advantage of low interest rates

September 23, 2020 Financial Life Tips

Mortgage rates have been a popular discussion topic in our financial planning conversations lately. Historically low interest rates are a benefit to people currently seeking a mortgage or refinancing. Although many have already taken advantage of this interest rate environment, millions of homeowners could still benefit from refinancing. If you haven't already considered it, we want to draw your attention to this opportunity to reevaluate your current interest rate or consider purchasing a home.

2020 CARES Act Summary

September 22, 2020 Retirement Tax Strategies Market News

As many of you may have heard the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday March 27, 2020. This is a large bill, both in scope and in size; it provides total aid of about $2.2 trillion to jump start an economy that has been stalled by the COVID-19 pandemic. That’s a lot of zeroes, but there are also some big pluses in there for you, and we want to point out some of the most important highlights.