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2018 Q3 WealthStone Outlook – A Recap

2018 Q3 WealthStone Outlook – A Recap

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...
College Savings – Where do I start?

College Savings – Where do I start?

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...
WealthStone 101: Savings and Investment Planning

WealthStone 101: Savings and Investment Planning

by WealthStone | Financial Planning, Investments

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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  • Women 4 Women – A New WealthStone Initiative
  • 2018 Q3 WealthStone Outlook – A Recap
  • You Are More

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Address:
5000 Horizons Dr, Columbus, OH 43220

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(614) 267-2600

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At A Glance

WealthStone 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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