Stonewood Financial Blog

A Magic Ball on Taxes? The CBO Released Data Showing Where Your Clients' Taxes Could be Headed

Where are taxes headed - and how will it impact American savers? That’s a question that should be on every financial...

The Bots are Here to Help: Leveraging AI in Marketing for Financial Advisors

The AI revolution may still be a ways off, but today’s initial crop of artificial intelligence tools can give financial...

Minimizing Tax Drag: Strategies for Financial Advisors to Boost Client Returns

I believe tax drag is real. I believe tax drag can cause losses in client portfolios. Thus, I believe advisors need to...

Using FIAs to Drive Alpha. (Yes, you read that right: ALPHA)

At some point, most of us have run a client’s annuity illustration and thought: I wonder what the capital markets would...

We’re a Year Away from the 2024 Election. What Does it Mean for Your Clients?

If you’ve turned on the news lately (or read the paper… or looked at social media… or talked to practically anyone),...

The Hidden Tax Impact: Strategies for Financial Advisors to Save Client Wealth

The world of financial advice is filled with different business models. But whether you’re a fee-only advisor, a...

Top 6 Financial Advisor Marketing Tools: A Toolkit for Independent Advisors

The best independent financial practices are really small businesses at heart. We have big ideas and need to achieve...

One Powerful Way to Transform Your Risk Tolerance Questionnaire

Did you find this article by googling “risk tolerance questionnaire”? If so, you were probably also greeted with dozens...

Marketing to High-Net-Worth Individuals: Strategies for Success

Marketing to High-Net-Worth Individuals High-net-worth savers are in high demand among growth-minded advisors. Who...