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529 FAFSA Changes – More Reasons to Spoil the Grandkids!

With most schools just letting out for Summer, it’s unlikely that college savings is currently top of mind. Instead, you may be focused on Summer Camps and family vacations. Grandparents in particular may be making plans to spend a little extra time with their grandkids – wanting to spoil them as much as they can before they grow up. We often hear from clients that they want to contribute to their grandchildren’s future education cost, but they they’re fearful it will count against them for Financial Aid purposes. In their defense it has been a tricky system to navigate until recently.

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Bluestone Wealth Partners: Bitcoin & Cryptocurrency

Over the course of our recent quarterly reviews, we couldn’t help but notice a common question resurfacing: “What are your thoughts on Bitcoin?”. Who could blame anyone for asking? How often do we see investments balloon from 30k to 60k in a matter of months? Or the likes of Elon Musk discussing the topic on Saturday Night Live! In a world where teens on Tik Tok & Reddit are outperforming the smartest investors on Wall Street, it was definitely time to address the elephant in the room.

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What is a SPAC?

The high levels of volatility in the markets over the past fourteen months have led to some strange occurrences. During the swift and vicious declines of March 2020, those eager to avoid further losses led to an indiscriminate tossing out of babies with the bathwater.

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The Nice List

One of my favorite holiday traditions is our Elf on the Shelf. Last year, he arrived from the North Pole via parachute with tickets to the Polar Express!

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Boo Boo Buys a Corporate Bond

Debt securities can be an important component in creating a portfolio designed for capital preservation and income. In part three of Financial Basics 101, we explore one type of debt security in particular - corporate bonds.

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