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Weathering Market Volatility

Weathering Market Volatility

Times of market volatility can often trigger emotional responses in investors, responses that can impact judgment and potentially affect long-term plans. Too often, investor emotion follows the ups and downs of the market. While market volatility is largely out of our hands, understanding how it occurs and the role of your long- term financial plan can help you weather the storm.

Though often stressful, periods of volatility are an opportunity to connect with your advisor, enabling them to act as a sounding board for the concerns you may have.  By talking about current events in light of your overall financial plan, your advisor can provide reassuring perspective to help you stay the course or readjust if your plan no longer aligns with your goals. Above all, maintaining perspective and investing intelligently are critical.

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How To Recognize and Avoid Phishing Scams

How To Recognize and Avoid Phishing Scams

Scammers use email or text messages to trick you into giving them your personal information. But there are several things you can do to protect yourself.

How To Recognize Phishing

Scammers use email or text messages to trick you into giving them your personal information. They may try to steal your passwords, account numbers, or Social Security numbers. If they get that information, they could gain access to your email, bank, or other accounts. Scammers launch thousands of phishing attacks like these every day — and they’re often successful.

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Are you and your partner on the same retirement page?

Are you and your partner on the same retirement page?

Retirement and Longevity

Many couples don’t agree on when, where or how they’re going to spend their golden years.

When Fidelity Investments asked couples how much they thought they’d need to save for retirement to maintain their current lifestyle, 49% said they had “no idea.” Over half the survey respondents – 54% – disagreed on the amount needed to retire, and 43% had differing answers when asked their planned retirement age.1

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Laying the groundwork for tax season

Laying the groundwork for tax season

Smart moves at the beginning of tax season can help get your financial house in order.

Contrary to popular belief, tax planning isn’t limited to the months between year-end and April 15.

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Contact Details

StoneCrest Wealth Management Inc
118 S Kyrene Road, Suite 4
Chandler, AZ 85226
Toll Free: 800-852-2860
Phone: 602-258-9400
Fax: 602-258-9300
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.