Recent Articles
In December, I wrote about Estate Planning being the next big topic in Advisor Growth. As the calendar turned to 2024,...
Here we go again with the DOL and the fiduciary standards talk. As legislation continues to be discussed, let’s take a...
When it comes to group marketing, successful advisors are always evolving one of two things: either the content they’re...
I believe tax drag is real. I believe tax drag can cause losses in client portfolios. Thus, I believe advisors need to...
At some point, most of us have run a client’s annuity illustration and thought: I wonder what the capital markets would...
The world of financial advice is filled with different business models. But whether you’re a fee-only advisor, a...
Have you signed up for Stonewood's new Retirement Tax Bill program? Advisors like you are using it to prospect and...
One of the most gratifying parts of my job is hearing from advisors who are hitting it out of the ballpark with...
You asked, we answered. For several years, advisors like you have been asking us to create a lead generation tool built...
Every news item out of Washington seems to include details of a new or expanded tax. And generally, American savers...