Recent Articles
Last month, the U.S. Department of Labor finalized the much-discussed Fiduciary Rule for retirement plans. The new...
On Saturday, two dozen 3-year-old thoroughbreds will trot to the starting gate for the 150th running of the Kentucky...
As financial professionals, one of our responsibilities is to “inflate the balloon of urgency” – motivate clients to...
“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...
In December, I wrote about Estate Planning being the next big topic in Advisor Growth. As the calendar turned to 2024,...
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,...
Here at Stonewood Financial, our goal is to help advisors have the best year ever in their practices. And last week,...