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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!…

We hope this finds you and your family doing well and enjoying your summer. Here at Stone Pine, the slightly slower pace of summer provides us with the opportunity to think about ways we can improve upon the service and advice we deliver to clients. In doing so, we also reflect upon the progress and growth our…

We are pleased to present you with our second quarter market review. The second quarter of 2024 was marked by gains in the majority of the markets. The bond market has nearly recovered from its decline in 2022. The US stock market was up more than 3% for the quarter. There has been a lot of talk…

After a nearly two-year bear market, the stock market has recovered and has begun to hit new highs - an excellent payoff for the disciplined investor. Despite interest rates remaining elevated since last July, the economy and stock market continue on a positive trajectory. The first quarter of 2024 was marked with strong gains in both domestic…

Read our Spring 2024 edition of our newsletter, Retirement in Focus.

The fourth quarter of 2023 was a fantastic lesson in the benefits of “staying the course.” The markets began the quarter in a declined state across stocks and bonds, both international and domestic. Little did investors know, there was a rally about to ensue that provided stock returns of over 12% in US markets - in one…

Retirement. It’s our passion to help clients retire comfortably so they can enjoy the fruits of their labor without worrying that money will run out.  Surprisingly, even though retirement can be a significant portion of one’s life (30 years or more), most people spend very little time thinking about how they’re going to be able to make…