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Your Money, Your Update

A Quarterly Review of Investment Trends and Strategy From Our Investment Committee

Quarter 3, 2022

Join Bob Brown, CFP® and John Burke, two of Stone House's Managing Partners, as they discuss major market happenings in the second quarter of 2022, including the recent move to a bear market, inflation, interest rates, and the possibility of a recession. They also offer perspective on long-term investment strategies amidst day-to-day uncertainty. 

*Filmed on June 30, 2022

Would you rather read this quarterly update? View our recent quarterly update email to clients here.

Have you tuned in to our weekly video podcast, 
Blue Collar Wealth Presented by Stone House™?

Previous Video Market Updates

**These videos reflect the trends and worldly events taking place at the time of filming.**

Quarter 2, 2022

Quarter 1, 2022

Quarter 4, 2021

Meet the Stone House Advisor Committee

Your Experienced Team of Financial Advisors

Robert J. Brown, CFP®

Partner

Raymond "Scott" Stone

Partner

John Burke

Partner

Kirk Lunger

Senior Advisor

Christine Slusark

Financial Paraplanner

Sherri Roberts, Qualified Professional™

Financial Paraplanner

Barbara Grimaud, Esq.

Lead Advisor

Chad Taake

Lead Advisor

Ben Robinson, WMS℠

Advisor

Ryan Vassil, WMS℠

Advisor

Mike Cravath, WMS℠

Advisor

Have you tuned in to our weekly video podcast, 
Blue Collar Wealth Presented by Stone House™?

80 West Tioga Street
Tunkhannock, PA 18657

Disclosures:
 
Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification or training or that the SEC approves of Stone House or its services.

No services will be performed prior to the delivery of our Form ADV 2, which is the disclosure document that outlines our business activities, fees and conflicts of interest. This is not a solicitation of service in any jurisdiction in which the Investment Advisor is not registered or is not exempt from registration. Please call for additional information if interested in learning more about our company and services.

 Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone House® Investment Management, LLC does not guarantee the performance of any strategy or portfolio.

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone House® Investment Management, LLC as of the date of publication and are subject to change.

Fees listed on this site only represent fees charged by Stone House for services provided. Additional fees may be applied by third-parties depending on the services rendered. See ADV 2 for details.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

This website is a publication of Stone House® Investment Management, LLC. The information presented is believed to be factual and up-to-date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed.

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