We have officially entered the home stretch of 2016. Before this year becomes history, there are a number of items to consider to make sure you take full advantage of planning opportunities while avoiding costly mistakes. Here is our list of the top 8 things to consider: 1) Capture Tax-Losses: This is something we look to do every…
Attached is our Quarterly Market Review which highlights the performance of the global asset classes for the 3rd quarter of 2016. Q3 2016 At the end of this report, we included a commentary on investing during a presidential election. This is a common concern that we try to address with some historical perspective. As always, please feel…
We are excited to announce our teaching schedule at both Main Line School Night and Hatboro-Horsham Adult Evening School for this Fall. We would love to see some familiar faces at our classes and any of our existing clients that are looking to deepen their knowledge can do so tuition-free! Please contact us directly if you are…
On June 23, citizens of the United Kingdom voted to leave the European Union. While there has been much speculation leading up to and since the vote, many of the longer-term implications of the referendum remain unclear, as the negotiations regarding what the UK exit may look like long term is only just beginning to take shape.…
Please find attached our 2nd Quarter Market Review. Q2 2016 Most areas of the market managed positive returns for the quarter despite the many headwinds and distractions in the news. The report shows the details of the US, International, Emerging and Fixed Income markets. We end with a commentary on "GDP" and if we can use this…
We've been invited to teach a class at "Boomer University" in Ambler, PA. We would love to see some familiar faces at the class, so please let us know if you have interest in attending and also feel free to pass this along to others whom may be interested. If you are currently a Stone Pine…
One of the things we hear most often from our clients is that they wish they could go back in time to start formulating financial plans at a much earlier age. Of course, as the saying goes, "Hindsight is 20/20." When looking back, it is quite easy to see the power and importance of a good plan.…
The first quarter of 2016 was one of the most volatile in history. The attached report breaks down the returns of the the global stock and bond markets and acts as a good reminder of the importance of diversification and discipline. Q1 2016 You will notice the large variation in the returns of the different asset classes,…
It is certainly an understatement to say the markets have gotten off to a rough start this year. In fact, this has been the worst start to a year on record with the US and International markets all down approximately 10% since January 1st. Many are feeling nervous, anxious and just plain unhappy when they see the…
As most of you know, the situation in Greece has been dominating the business news as of late. As this unnerving situation has unfolded, questions regarding bank closures and the uncertainty of whether or not they will remain in the Euro has understandably caused a degree of confusion in the global markets. As we step back and…