by WealthStone | Financial Planning, Leadership
The statistics speak for themselves. At some point in their lives, 90% of women will be solely responsible for finances1, and nearly half of women – 44% – are the primary breadwinners in their household today2. Only 27% of married women say they “take control” of...
by WealthStone | Financial Planning, Investments
“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 | Leadership
We have all been told about the importance of story. Every brand (including our own) is trying to craft a story to invite people into. Every song, movie or TV show tries to write in such a way that you see yourself in their story. Social media is all about pushing...
by WealthStone | Financial Planning, Investments
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 | Estate Planning, Financial 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...
