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Bluestone Memos

Spring 2017 Bluestone Memo
Spring 2017

“A consistent balancing act: protecting capital while pursuing growth.” renowned hedge fund manager Seth Klarman How do we get paid? Most of the Mutual Funds we invest our clients’ money in charge about 2.5% per year.  Most people agree, and we concur, that 2.5% is too high.  Pressures are building that could bring this fee…

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Seasons Greetings from Bluestone Financial
Winter 2016

This time of year makes one stop and think… another year has slipped by, so much to be thankful for, so much to look forward to.   As we look back over 2016 three things especially fill us with gratitude: Our wonderful clients are always a joy to know and to work with. Whether it’s…

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Fall 2016

The Bluestone Process for securing wealth and implementing sound financial planning. 1. Personal Financial Planning our process is customized to reflect each client’s personal financial objectives our process is implemented at clients’ discretion and with clients’ input clients’ evolving needs and goals direct ongoing financial analysis 2. Holistic Approach a comprehensive process, covering a broad…

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Summer 2016

Advice for the Young Invest monthly It’s called Dollar Cost Averaging and it will increase your investment returns.  It makes market volatility work for you; your monthly investment will buy more shares when prices are down and fewer when prices are up.  Start with $100 per month, then double it to $200, then double it…

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Stock Market Diagram
Spring 2016

Understand Stock Markets Like An Old Pro   Know this and you’ll know more than most: in the short-term the stock market is a manifestation of public sentiment.  In the long-term stock markets are driven up by corporate earnings, but in the short-term they are driven up and down by investors’ emotions.   What’s more,…

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