Estate planning is a vital step in making sure your assets are protected and your loved ones are cared for according to your wishes. Danielle Yacono, an experienced estate planning attorney, recently joined us to host an educational webinar on estate planning. During the webinar, she shared practical tips and strategies to help ensure your intentions are…
We’re pleased to share our Second Quarter Market Review. The second quarter of 2025 delivered strong performance across most major markets. International and Emerging Markets extended their momentum from an excellent first quarter, while U.S. equities rebounded with solid gains. Although headlines often spotlight a handful of dominant U.S. tech stocks, this quarter served as a valuable…
What the New Tax Law Means for Retirees Congress just passed a major new tax bill, and we’ve been reviewing it closely - especially the changes that impact retirees. While the legislation is wide-ranging, there are a few key updates that anyone age 65 or older should know about. Lower Tax Rates and Bigger Deductions Are Here…
Read our Spring 2025 edition of our newsletter, Retirement in Focus.
2024 provided positive returns across the globe in both the stock and bond markets. The cake goes to the US market with a whopping 24% return! This was the first time since the late 90s that the US market had over a 20% return two years in a row. That doesn’t mean we didn’t experience volatility, there…
This time of year is full of highly anticipated countdowns to family gatherings, holidays, and of course the new year. We’re here to remind you of the countdown to year end planning for the financial side of things too. As always, if you’re a Stone Pine client we’re thinking about all of these things for you! 7.…
The third quarter of 2024 continued the bull market that we’ve been enjoying for nearly a year now. While investors tend to focus on the US stock market’s strong 6.23% return, interestingly the rest of the equity market did even better with the global real estate market taking the cake with a 16.04% return for the quarter!…
We hope this finds you and your family doing well and enjoying your summer. Here at Stone Pine, the slightly slower pace of summer provides us with the opportunity to think about ways we can improve upon the service and advice we deliver to clients. In doing so, we also reflect upon the progress and growth our…
We are pleased to present you with our second quarter market review. The second quarter of 2024 was marked by gains in the majority of the markets. The bond market has nearly recovered from its decline in 2022. The US stock market was up more than 3% for the quarter. There has been a lot of talk…
After a nearly two-year bear market, the stock market has recovered and has begun to hit new highs - an excellent payoff for the disciplined investor. Despite interest rates remaining elevated since last July, the economy and stock market continue on a positive trajectory. The first quarter of 2024 was marked with strong gains in both domestic…