The topic of inflation is impossible to avoid these days whether you are witnessing increasing prices of goods at the store or reading about inflation in the news on a daily basis. To compound matters, the stock market is down nearly 20% in value since the beginning of 2022 and the bond market is down nearly 10%…
The past few months have been marked by lots of volatility and a downturn in the markets. During these market downturns, it can be helpful to take a bird's-eye view and get some perspective. The graph below shows the percentage return for the stock market each year from 1926 through 2021. When you zoom out and look…
Geopolitical unrest, like military or economic conflicts, is one of the many risks that can affect the stock market. Such events are not new and have occurred many times over the course of the last several decades. Our investment approach centers on using information in current market prices rather than trying to outguess them. We believe the most effective way…
We will cut right to the chase, on Wednesday the Social Security Administration announced that 2022 will bring a 5.9% increase to Social Security payments. That's the biggest increase in 40 years!The average benefit will have a cost-of-living increase of $92 per month, while for someone receiving a $2,500 per month benefit they will see an increase of…
We are pleased to present you with the 2nd quarter market review. The last quarter was full of mixed performance which reinforces the importance of portfolio diversification. The linked report details the performance of the various stock and bond asset classes and shows the effect of a diversified portfolio maintained over a longer period of time. As always, please reach…
We are pleased to present you with the 1st quarter market review. After a number of consecutive quarters of positive returns for stocks, the market finally took a step back in the first three months of 2018. The linked report details the performance of the various stock and bond asset classes and shows the effect of a diversified portfolio…
The stock market delivered returns well above average in 2017, and then continued to rise rather steadily throughout January. As most of you know, over the past few days the market reversed course, and did so in a somewhat shocking fashion. The US stock market was down about 2% in value on Friday and then the Dow dropped by…
Please find attached our Market Review for 2017. Stocks outperformed their average returns by a good margin, with the best results coming from the overseas markets. Bonds had below average returns, albeit still positive for the year.
It has been a very busy and productive 4th quarter here at Stone Pine, and we thought we would update you on our latest news and events. We just finished teaching our Fall classes at Main Line School Night and Hatboro-Horsham Night School. This is our 3rd year teaching at both schools, and we continue to enjoy…
We will be teaching a class entitled, "Transition to Retirement: How to Create Income that Lasts" at the Hatboro - Horsham Adult School. Details listed below! Hatboro Horsham Adult Evening School