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2018 Q3 WealthStone Outlook – A Recap

2018 Q3 WealthStone Outlook – A Recap

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...
College Savings – Where do I start?

College Savings – Where do I start?

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...
WealthStone 101 – Estate Planning

WealthStone 101 – Estate Planning

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...
WealthStone 101 – Insurance Planning

WealthStone 101 – Insurance Planning

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...
WealthStone 101 – Net Worth Analysis

WealthStone 101 – Net Worth Analysis

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...
WealthStone 101: Savings and Investment Planning

WealthStone 101: Savings and Investment Planning

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...
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WEALTHSTONE ADVISORS
5000 Horizons Dr, Columbus, OH 43220

Phone:
(614) 267-2600

Fax:
(614) 267-2700

At A Glance

WEALTHSTONE ADVISORS was started in 1977 as Professional Planning Consultants by founder James H. Wyland. WEALTHSTONE focuses on the client-advisor relationship and goal-oriented planning. For more than forty years, WEALTHSTONE has helped individuals build their personal wealth and consulted with entrepreneurs in the development of their wealth management and business planning strategies.

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