Stonewood Financial Blog
Recent Articles
- Neil Wilding
- September 6, 2024
It’s Legislative Risk Awareness Month, and today I want to share one of the clearest examples of Legislative Risk many...
- Neil Wilding
- August 12, 2024
When you and your clients think about annuities, what comes to mind?
- Neil Wilding
- July 19, 2024
Advisors who help their clients mitigate tax and legislative risk in retirement naturally spend a lot of time helping...
- Neil Wilding
- May 17, 2024
Sometimes, 1 + 1 = 3. Not mathematically, of course. But sometimes, when you add things together, the sum is far more...
- Neil Wilding
- March 29, 2024
In December, I wrote about Estate Planning being the next big topic in Advisor Growth. As the calendar turned to 2024,...
- Neil Wilding
- January 12, 2024
Here we go again with the DOL and the fiduciary standards talk. As legislation continues to be discussed, let’s take a...
- Neil Wilding
- December 15, 2023
When it comes to group marketing, successful advisors are always evolving one of two things: either the content they’re...
- Neil Wilding
- November 17, 2023
I believe tax drag is real. I believe tax drag can cause losses in client portfolios. Thus, I believe advisors need to...
- Neil Wilding
- November 10, 2023
At some point, most of us have run a client’s annuity illustration and thought: I wonder what the capital markets would...
- Neil Wilding
- October 20, 2023
The world of financial advice is filled with different business models. But whether you’re a fee-only advisor, a...
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