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10/30/2026

Watch out! The "Witches of 80 West" have been sighted at our Tunkhannock office. 🖤

Wishing everyone a safe and happy Halloween weekend! 🎃
Disclosure: Shared for personal/community interest only. This post is not related to Stone House Investment Management’s advisory services and should not be construed as investment, tax, or legal advice.

10/30/2026

Is Social Security actually going away? It's one of the questions we hear most often.

In this episode of Blue Collar Wealth, Bob Brown and Larry Alderson walk through what the 2026 Trustees Report actually says, how the trust fund works, and why Congress tends to wait until the last minute to address it.

The goal isn't to predict exactly what will happen. It's to help you build a plan flexible enough to handle whatever does.

Full episode available on YouTube: https://youtu.be/jOcuaQGRWvQ
Stone House Investment Management, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Informational only; not investment, tax, or legal advice. All investments involve risk, including possible loss. Scheduling a meeting or attending a seminar does not create an advisory relationship. Forward-looking statements reflect views as of September 21, 2026. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

10/29/2026

There was a lot to celebrate at our Tunkhannock office as Christine and Leanne both marked milestone birthdays last week!

Our team enjoyed getting together to celebrate them and make the occasion a special one. A big thank you to Sherri for organizing the party and Stacey for making the cake.

Happy birthday, Christine and Leanne. We’re glad we could celebrate with you both!
Disclosure: Shared for personal/community interest only. This post is not related to Stone House Investment Management’s advisory services and should not be construed as investment, tax, or legal advice.

10/28/2026

Fewer than 3% of independent advisory firms manage $1 billion or more in assets.

We're honored to have reached this milestone and grateful for the trust that made it possible.

Behind every number is a relationship. Thank you for being part of our journey.
Disclosure: Stone House Investment Management, LLC is an SEC-registered investment adviser. Informational only; not investment advice. All investing involves risk. Firm growth and assets under management do not guarantee investment performance, service quality, or outcomes for any individual client. AUM figure includes discretionary and non-discretionary assets, reported as of 08/13/2026.

Source: “$1 Billion in AUM: Where RIAs Manage the Most Assets – 2025 Study,” by Jaclyn DeJohn, SmartAsset, updated August 13, 2025: smartasset.com/advisor-resources/one-billion-dollar-aum-rias-2025

10/23/2026

Is your portfolio built to weather different market environments?

👉 Book a free, no-obligation consultation with Ryan at stonehouseinv.com to learn more.
Disclosure: Stone House Investment Management, LLC is an SEC-registered investment adviser. Informational only; not investment advice. All investing involves risk. Contacting Stone House does not establish an advisory relationship.

10/23/2026

Is Social Security actually running out? Is cash trash, or cash king? Is there an AI bubble about to pop? You've probably heard all three this week, maybe from the same 10-minute video.

In this episode of Blue Collar Wealth, we sit down with three Stone House advisors to ask what's actually true behind five of the internet's most repeated financial questions: Social Security, private equity and crypto showing up in 401(k)s, the cash debate, the AI stock run, and how to spot real financial advice online.

The goal of this conversation is clarity, not a hot take, so you can make these decisions with a plan instead of a guess.

Full episode available on YouTube: https://youtu.be/R6mo913MYNo
Stone House Investment Management, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Informational only; not investment, tax, or legal advice. All investments involve risk, including possible loss. Scheduling a meeting or attending a seminar does not create an advisory relationship. Forward-looking statements reflect views as of September 21, 2026. References to specific companies, cryptocurrencies, and private investments are for illustration only and are not recommendations. Private investments and cryptocurrencies carry additional risks, including limited liquidity, higher fees, and significant volatility.

10/21/2026

A billion dollars tells one story. The relationships behind it tell another.

Reaching $1 billion in assets under management reflects years of trust, meaningful relationships, and the opportunity to serve individuals and families through life's financial decisions.

To us, this milestone isn't about a number. It’s about recognizing that one billion of anything doesn’t happen by making just one big decision. It has happened through one billion tiny decisions, made over decades, by those who chose to save a little more, ask for help when they needed it, and stay the course when it would've been easier not to.

YOU did that. The extra contribution instead of the upgrade. The account left alone during a bad year. The meeting you almost canceled but didn't.

None of that feels like a billion dollars while you're doing it. It just feels like doing the next right thing.

We got here because our clients did that, over and over, for years.

So, sincerely, thank you for being part of our story and allowing us to be a part of yours.
Disclosure: Stone House Investment Management, LLC is an SEC-registered investment adviser. Informational only; not investment advice. All investing involves risk. Firm growth and assets under management do not guarantee investment performance, service quality, or outcomes for any individual client. AUM figure includes discretionary and non-discretionary assets, reported as of 08/13/2026.

10/21/2026

A growing number of investors are asking whether now is the time to go bigger on gold.

In this episode of Blue Collar Wealth, Scott Stone, Ryan Vassil, and Sayer Martin talk through what's behind the interest, why concentrating in any single asset deserves a hard look, and how our team evaluates a question like this as part of a client's full plan.

The goal of this conversation is added clarity, so you can make this decision with a plan instead of in the heat of the moment.

Request an appointment with a Stone House advisor at stonehouseinv.com.

Full episode available on YouTube: https://youtu.be/JTIHzc7RdNo
Stone House Investment Management, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Informational only; not investment, tax, or legal advice. All investments involve risk, including possible loss. Gold and other commodities can be volatile, do not pay interest or dividends, and may not keep pace with inflation. Allocation examples discussed are for illustration only and are not recommendations. Stone House client accounts may hold gold or gold-related investments. Scheduling a meeting or attending a seminar does not create an advisory relationship.

10/16/2026

Do you know if your current insurance coverage still fits your needs?

👉 Book a free, no-obligation consultation with Katie at stonehouseinv.com to learn more.
Disclosure: Stone House Investment Management, LLC is an SEC-registered investment adviser. Informational only; not investment advice. All investing involves risk. Contacting Stone House does not establish an advisory relationship.

07/25/2024

🌟 We're Hiring: Senior Accountant 🌟

Are you detail-oriented & looking for a new challenge? Join our tax team at our sister company Stone House Tax, Business & Municipal Accounting! We're seeking a highly skilled and experienced Senior Accountant to help us continue delivering exceptional service to our clients.

🔍 Job Title: Senior Accountant (CPA Preferred)
📅 Experience: 3+ Years
📍 Location: Montrose, Towanda, Tunkhannock or Clarks Summit, PA
➡️ Learn more & apply here: https://www.indeed.com/job/senior-accountant-cpa-preferred-3-years-experience-629bbbe97f317be3

Address

80 West Tioga Street
Tunkhannock, PA
18657

Telephone

+15708367020

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