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
Please find attached our Market Review. This is the 2nd straight quarter with positive returns for all major stock and bond asset classes. Q3 2017 As always, please reach out with any questions.
Please find attached our 2nd Quarter Market Review. At the end of the report we included some research that looks into the relationship between the stock market and a rising interest rate environment. Q2 2017
Quick Summary: • Waiting beyond Full Retirement Age (FRA) is the least popular time to claim benefits, however it might offer the most reward • If you are still working beyond FRA, you should consider a delayed file date • Your health and family history are valid considerations for a delayed file date • Your filing date…
Quick Summary: While most articles talk about the benefits of delaying Social Security, there are still valid reasons to consider filing early If you are still working full time you should wait till at least Full Retirement Age Your health is a valid consideration for determining when to file Your filing date is best determined not as…
Part 1: The Basics Quick Summary: Filing for Social Security is one of the most important decisions for a retiree There are valid reasons to file early - as well as delaying until a later age The most common age to file for benefits is 62. Many of these early filers would have likely been better off…
The stock market continued its positive momentum from the end of 2016 with well above average returns for the first quarter of this year. Q1 2017 Just like we try not to become too anxious or concerned when the market is under-performing, it is equally important to not become too excited or emotionally invested in times of…
Please find attached our 2016 Annual Market Review. 2016 Market Review 2016 proved to be a great lesson for the merits of a disciplined and diversified approach. While the year got off to a rocky start, and there were some unexpected twists and turns along the way, all the major assets classes ended up with positive returns…