According to recent reports, investors using a U.S. discount brokerage platform are checking their portfolios at an alarming rate of seven times per day.1 It’s not difficult to do. Today, often all it takes is one quick swipe on our smartphones. However, frequent portfolio checking may be hazardous to your
With the tremendous proliferation of investment information available, cutting through the noise can be difficult. Information is not the same as advice There is an old saying in the investment industry: “Don’t confuse brains with a bull market.” The inference, of course, is that it’s easy to pick winners when
The investment professionals here at Watermark Stone Wealth recently attended the 15th annual iA Private Wealth Year Ahead Investment Conference held on January 18, 2021. The virtual event brought top investment minds together to provide market and economy expectations for 2021. Differing viewpoints of more than 15 industry experts were
Putting Financial Advice In the Picture
At Watermark Stone Wealth, we understand that as your life changes, so do your financial goals. The Snapshots series captures different stages in life and gives you a glimpse of what might be an important part of your financial picture at the time.
Quickly determine if your retirement plan is on track – and learn how to keep it there.
Use this calculator to help develop or fine-tune your education savings plan.
This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.