Hearthstone Wealth Management

06/16/2026

Supporting local businesses continues to be an important part of many communities.
What are some of your favorite local spots?
https://bit.ly/4xv3DSv

06/15/2026

Please join us in celebrating Chris Taylor’s work anniversary with Hearthstone Wealth Management!

Chris’s dedication, professionalism and commitment to serving clients continue to make a meaningful impact on our team and the families we work with every day. We’re grateful for all he brings to the practice and look forward to another great year ahead.

Happy work anniversary, Chris!

06/13/2026

As summer begins, schedules and routines often shift.
It can be a good time to revisit priorities and plan for the months ahead.
https://bit.ly/4ooaNno

06/10/2026

Planning conversations often evolve over time.
Topics like longevity and cognitive health can play a role in long-term decision-making.
We’re continuing to explore educational opportunities around these important areas.
https://bit.ly/4egTNuO

06/08/2026

Thinking about retirement in a new city? Austin continues to attract retirees with its warm climate, active lifestyle, live music scene, and growing opportunities for connection and community. But before making a move, it’s important to consider how factors like housing, taxes, healthcare, and lifestyle goals fit into your overall financial picture.

This article explores key considerations for retiring in Austin and what to think about before making the transition. Read more:

Why the traditional 60/40 portfolio may not work anymore.

06/05/2026

Keeping financial information organized can make it easier to navigate decisions as they arise.
A consistent system—whether digital or paper—can help simplify things over time.
https://bit.ly/3RQroEn

06/04/2026

Online safety continues to be an important topic in today’s environment.
Simple steps—like reviewing account security and staying aware of common scams—can help protect personal information over time.
https://www.ameripriseadvisors.com/team/hearthstone-wealth-management1/team-profile/

05/15/2026

Many financial decisions are made with the long term in mind.

Taking a step back to look at the bigger picture can help provide clarity over time.
https://bit.ly/4dpNJ2r

05/13/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

05/10/2026

Happy Mother’s Day to all the mothers and mother figures who make a difference each day.

Your support and guidance have a lasting impact.