by WEALTHSTONE ADVISORS | Investment, Wealth Planning
“Recency bias” describes our tendency to overemphasize the impact of recent events, which often leads to incorrect or short-sighted conclusions. Our investment philosophy naturally removes recency bias because it is centered around investing for the long term. One of...
by WEALTHSTONE ADVISORS | Investment, Wealth Planning
Bringing home a new baby is an exciting time in life. Terrifying but exciting, as life gets flipped upside down. Date nights are traded (for a time at least) for precious minutes of sleep. Suddenly the Electronics Store credit card is traded for a Baby Store account...
by WEALTHSTONE ADVISORS | Estate Planning, Wealth Planning
Don’t Put It Off Estate Planning is oft-ignored and commonly put off because it is rarely an easy exercise. Perhaps people mistake it as “only for the rich” but when the reality of losing a loved one is upon us, the importance of having a good estate plan hits...
by WEALTHSTONE ADVISORS | Insurance, Wealth Planning
Insurance is an important element of any sound financial plan. Different kinds of insurance help protect your and your family in different ways against the cost of illness, disability and death. There are many forms of insurance and, unfortunately, no...
by WEALTHSTONE ADVISORS | Wealth Planning
Zoom Out The saying that you “can’t see for the forest for the trees” has a direct application to your net worth as you look at your financial picture. It is easy to get caught up in the nitty gritty of each deal, each investment, and each piece of the puzzle. Make...
by WEALTHSTONE ADVISORS | Investment, Wealth Planning
Smart Strategy to Fit Your Goals The tricky thing about your finances is that there is no one-size-fits-all strategy. Different people have different needs for savings and different priorities, and that is OK. Rather than reacting to the latest web article or stock...
