Recent Articles
On Saturday, two dozen 3-year-old thoroughbreds will trot to the starting gate for the 150th running of the Kentucky...
“How long does my money have to last?” Every financial advisor has been asked this question. In fact, it’s one of the...
Reading over the Congressional Budget Office (CBO) report on FY2023 revenue and spending, I couldn’t help but think of...
If you’re in the financial services business, it’s impossible to avoid people asking about Dave Ramsey. Dave Ramsey is...
Estate planning is one of 2024’s hottest seminar strategies for financial advisors. You don’t have to take my word for...
Last week, President Biden delivered his State of the Union Address to Congress and the American people. So this week,...
100 advisors walk into a hotel ballroom. No, it’s not the start of a joke. It’s the start of Stonewood’s Innovate...
If you’ve followed this blog (or ever heard me speak), you undoubtedly know I’m a big fan of message frames. Message...
As CJ Cregg, fictional White House Press Secretary on the hit TV show West Wing, once said: “Everybody’s stupid in an...
I’m a big fan of message frames.