The HeartStone Blog
Your Diversified Portfolio vs. The S&P 500
Your Diversified Portfolio vs. The S&P 500 “Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that while the U.S. equities market [...]
Halloween isn’t the only spooky event in October!
Halloween isn't the only spooky event in October! October is challenging investors. October has almost always been challenging investors. Just take a look at the chart below. Since 1950, October has delivered more 1% market swings (up or down) than any other month. This year is proving to be no [...]
Guinness Book of *Bogus!*
Guinness Book of *Bogus!* Humans are obsessed with records. The fastest. The strongest. The first. The longest. Every time we see a new record being broken, we feel like we’re witnessing something historic. Within the past few months, we added a new record to the list: The Longest Bull Market [...]
Are You Getting Hosed?
Are You Getting Hosed? If you're like lots of Americans, at some point a securities broker sold you a bunch of mutual fund or annuity products. He or she made a lot of money, and they called a few times in the first year. Since then, you haven’t heard from [...]
A HeartStone Summer! Zach’s Top 5 from 2018
A HeartStone Summer! Zach's Top 5 from 2018 With the arrival of labor day weekend, the Matarazzo family seems to have put a wrap on the 2018 summer. My sister, Maddie, is back to college (for her final year!) at James Madison University in Virginia. The snow seems to [...]
Becoming HeartStone
Becoming HeartStone When we moved to Montana we knew many things would change. We knew we would spend more time outside, we would drink more beer, and of course, we would soon be carrying bear spray with us at all times. But for all the things that would change [...]