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Stonehearth Capital Management
Home
Existing Clients
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GE Aerospace
Blog
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Income Taxes
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Charles Schwab
eMoney - Your Financial Portal
Quarterly Commentary
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All Blogs
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Get Started
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Get Started
Fourth Quarter 2024
Quarterly Market Commentary Jamie Upson 1/9/25 Quarterly Market Commentary Jamie Upson 1/9/25

Fourth Quarter 2024

It all begins with an idea.

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Third Quarter 2024
Quarterly Market Commentary Jamie Upson 10/9/24 Quarterly Market Commentary Jamie Upson 10/9/24

Third Quarter 2024

It all begins with an idea.

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Unlocking Value from Interest Rate Cuts | Diversified ETF-Only - 09/24/24
Trading Joe Gauvin 9/26/24 Trading Joe Gauvin 9/26/24

Unlocking Value from Interest Rate Cuts | Diversified ETF-Only - 09/24/24

Unlocking Value from Interest Rate Cuts | Diversified ETF-Only Portfolio Adjustments, 09/24/24

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Unlocking Value from Interest Rate Cuts | Diversified - 09/24/24
Trading Joe Gauvin 9/26/24 Trading Joe Gauvin 9/26/24

Unlocking Value from Interest Rate Cuts | Diversified - 09/24/24

Unlocking Value from Interest Rate Cuts | Diversified Portfolio Adjustments, 09/24/24

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Extending Bond Duration in Response to Interest Rate Cuts | CarbonLITE - 9/24/24
Trading Joe Gauvin 9/26/24 Trading Joe Gauvin 9/26/24

Extending Bond Duration in Response to Interest Rate Cuts | CarbonLITE - 9/24/24

Extending Bond Duration in Response to Interest Rate Cuts | CarbonLITE Portfolio Adjustments, 09/24/24

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Second Quarter 2024
Quarterly Market Commentary Jamie Upson 7/11/24 Quarterly Market Commentary Jamie Upson 7/11/24

Second Quarter 2024

It all begins with an idea.

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A Complete Guide to Solo 401(k) Plans
Retirement Income, Income Taxes David Juliano 6/6/24 Retirement Income, Income Taxes David Juliano 6/6/24

A Complete Guide to Solo 401(k) Plans

A Complete Guide to Solo 401(k) Plans

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Equity Market Resilience: Signals of Strength | Diversified - 6/4/2024
Trading Joe Gauvin 6/4/24 Trading Joe Gauvin 6/4/24

Equity Market Resilience: Signals of Strength | Diversified - 6/4/2024

Equity Market Resilience: Signals of Strength | Diversified Portfolio Adjustments

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Equity Market Resilience: Signals of Strength | CarbonLITE - 6/4/2024
Trading Joe Gauvin 6/4/24 Trading Joe Gauvin 6/4/24

Equity Market Resilience: Signals of Strength | CarbonLITE - 6/4/2024

Equity Market Resilience: Signals of Strength | CarbonLITE Portfolio Adjustments

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Equity Market Resilience: Signals of Strength | ETF-Only - 6/4/2024
Trading Joe Gauvin 6/4/24 Trading Joe Gauvin 6/4/24

Equity Market Resilience: Signals of Strength | ETF-Only - 6/4/2024

Equity Market Resilience: Signals of Strength | ETF-Only Portfolio Adjustments

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The Complete Guide to HSA Accounts: Everything You Need to Know
Income Taxes Joe Gauvin 6/3/24 Income Taxes Joe Gauvin 6/3/24

The Complete Guide to HSA Accounts: Everything You Need to Know

It all begins with an idea.

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Retiree Financial Structure
Retirement Income Jamie Upson 5/8/24 Retirement Income Jamie Upson 5/8/24

Retiree Financial Structure

It all begins with an idea.

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First Quarter 2024
Quarterly Market Commentary Jamie Upson 4/12/24 Quarterly Market Commentary Jamie Upson 4/12/24

First Quarter 2024

It all begins with an idea.

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Getting Started With An Estate Plan
Estate Planning, Our Process Jena Santa Anna 4/3/24 Estate Planning, Our Process Jena Santa Anna 4/3/24

Getting Started With An Estate Plan

It all begins with an idea.

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First Year Required Minimum Distribution - RMD
Our Process Jena Santa Anna 3/19/24 Our Process Jena Santa Anna 3/19/24

First Year Required Minimum Distribution - RMD

It all begins with an idea.

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Getting Started With A Financial Plan
Our Process Jena Santa Anna 3/19/24 Our Process Jena Santa Anna 3/19/24

Getting Started With A Financial Plan

It all begins with an idea.

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Mastering Massachusetts Estate Tax: A Comprehensive Guide
Estate Planning Jamie Upson 3/17/24 Estate Planning Jamie Upson 3/17/24

Mastering Massachusetts Estate Tax: A Comprehensive Guide

It all begins with an idea.

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Understanding the Benefits of Qualified Charitable Distributions - QCDs
Income Taxes Jena Santa Anna 3/13/24 Income Taxes Jena Santa Anna 3/13/24

Understanding the Benefits of Qualified Charitable Distributions - QCDs

It all begins with an idea.

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Accessing the Vault in eMoney
eMoney - Your Financial Portal Jena Santa Anna 3/13/24 eMoney - Your Financial Portal Jena Santa Anna 3/13/24

Accessing the Vault in eMoney

It all begins with an idea.

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Online Access for Charles Schwab
Charles Schwab Jena Santa Anna 3/12/24 Charles Schwab Jena Santa Anna 3/12/24

Online Access for Charles Schwab

It all begins with an idea.

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Danvers, MA 01923-1164

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