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Ross Welte | Dec 25, 2024

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

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Ross Welte | Dec 11, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

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Ross Welte | Nov 27, 2024

What will the new administration do first?

Investments
Now that the election is over, what will the new administration prioritize in the new year? Take a look at a few things we’re watching in the months ahead.
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Ross Welte | Nov 13, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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Ross Welte | Nov 1, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Ross Welte | Oct 23, 2024

Elections & market reactions

Investments
What do presidential elections mean for your portfolio?
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Ross Welte | Oct 9, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

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Ross Welte | Sep 25, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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Ross Welte | Sep 11, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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Presidential Election
Ross Welte | Jul 31, 2024

New presidential candidate? (What it could mean)

Investments
A lot has happened recently. Let’s review.
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An older man relaxing and laying down in an inner tube on relaxing water.
Ross Welte | Apr 1, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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A brain surrounded by circles representing brain waves
Ross Welte | Apr 1, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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5 Stone Financial Group, LLC, is a registered investment advisor in the state of Minnesota and may conduct business in states for which it meets the jurisdiction de minimis exemption. 5 Stone Financial Group, LLC does not provide specific tax/legal advice, and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the investment advisory services and their roles as financial advisors with 5 Stone Financial Group, LLC, Its representatives are also independent insurance agents licensed in multiple states and may recommend the purchase of insurance products through 5 Stone Insurance, LLC. You are under no obligation to follow the recommendations or purchase any insurance products from any representative of 5 Stone Financial Group, LLC.

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