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
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…