Stone Asset Management Logo
Contact Us Today! 512.469.9152
TDA Client Login / Client Vault
  • Menu
  • Home
  • Who We Are
    • Morgan Stone, CFP®, MBA
    • Kacie Swartz, CFP®, CIMA®
    • Alex Garcia, CFP®
    • Brittany McGehee
    • Kelly McCune
  • Our Services
  • Stone Asset Difference
  • Investment Strategy
  • Choosing Your Advisor
  • Financial News Articles
  • Let's Get Started
  • Home/
  • Financial News Articles

Financial News Articles

Below please find a library of articles that Stone Asset Management has written and featured in our newsletters. We hope you find these relevant to your financial planning efforts. If you'd like to learn more, please contact us today.
  • 2019 Q2 Quarterly Market Summary

    by Kelly McCune | Jul 16, 2019
    Full story
  • 2019 Regulatory Announcement

    by Kelly McCune | Apr 11, 2019
    Full story
  • 2019 Q1 Quarterly Market Summary

    by Kelly McCune | Apr 10, 2019
    Full story
  • Results Not Typical?

    by Kacie Swartz | Jan 10, 2019
    A good plan may not always have good results. That doesn't make it a bad plan.
    Full story
  • Helping Others the Tax Advantaged Way

    by Kelly McCune | Nov 08, 2018
    The bulk of charitable giving is done in the last quarter of the year. As we head into the most charitable season, we wanted to remind you of a few ways you can create tax advantaged giving.
    Full story
  • Quarterly Market Review 2018 Q3

    by Kelly McCune | Oct 11, 2018
    Each quarter, we bring you the “Quarterly Market Review”. This provides a summary of performance across world markets.
    Full story
  • The US Stock Market is at an All-Time High. Should you stay or go?

    by Kacie Swartz | Sep 17, 2018
    In August, the S&P 500 stock market index hit an all-time high for the second time this year. This is the latest in many all-time highs we have enjoyed over the past eight years of "bull markets". These kinds of long runs can sometimes lead to the question, “Is now the time to change my investment strategy?
    Full story
  • Summer fun! Beach, mountains… the dreaded house move!

    by Morgan Stone | Aug 15, 2018
    Summer can mean moving time, as families relocate, upsize or downsize homes, or start that long overdue remodeling project. Now is a good time to review a few basic planning considerations, if you have a house move on the horizon.
    Full story
  • 2018 Q2 Quarterly Market Summary

    by Kacie Swartz | Jul 16, 2018
    Full story
  • Is your child working this summer? Start thinking about his or her retirement!

    by Morgan Stone | Jul 16, 2018
    Summer time often means jobs for your kids. Consider opening and funding a Roth IRA for your kids!
    Full story
12345
Stone Asset Management Logo Alt
  • ADV
  • Privacy Policy

Connect With Us

  • Click to visit our Facebook page
  • Click to visit our Twitter page
  • Click to visit our Linked In page
  • Click to visit our You Tube page

Newsletter Sign Up

Join Our Mailing List!
For Email Marketing you can trust.

Contact Us

703 West 10th Street
Austin, TX 78701

Office Phone: 512.469.9152
Fax Line: 512.532.0679
Professional Website Design provided by DE Web Works