For those of us on the East Coast, this winter has felt especially cold, and according to both the groundhog and the forecast, February looks like it may bring more of the same. Many people struggle with the shorter days and colder temperatures. Personally, I’ve found that one of the best ways to get through winter is…
We are pleased to share our fourth quarter market review. The fourth quarter of 2025 delivered positive returns across most global markets, closing out a strong year for investors. International developed markets led the way this quarter, gaining just over 5 percent, followed by emerging markets up nearly 5 percent and U.S. stocks rising about 2 percent.…
We’re pleased to share our third quarter market review. The third quarter of 2025 delivered broad-based gains across global markets. Emerging markets led the way with a strong return of over 10 percent, followed by U.S. stocks up just over 8 percent and international developed markets gaining about 5 percent. This quarter underscored the value of diversification,…
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!…