Stonewood Financial Blog

Racing Toward Retirement: Picking the Right Financial Thoroughbreds

On the eve of the first Saturday in May, all eyes turn to Churchill Downs for "The Most Exciting Two Minutes in...

Why Advisors Are Blocking Off Part of Their Calendars in June

As every successful advisor knows, today’s retirement planning landscape is changing - fast.

Why Smart Savers Need a Book - and an Advisor - for a Truly Holistic Retirement

Today’s savers face numerous risks as they prepare for a successful retirement - from tax and legislative risk to...

Does Your Lead Gen Take a Spring Break?

It’s that time of year when everyone seems to be on vacation. Spring break is here, and families are headed to the...

Decisions in Washington are Impacting Your Clients. Here’s Your Chance to Learn More.

Leadership in Washington has been busy debating bills and policies that could significantly impact U.S. savers. So,...

Spring Cleaning for Financial Advisors: Refresh and Refocus Your Practice

As the seasons change and spring approaches, many people take the opportunity to deep clean their homes, declutter...

Innovate Summit: Shaping the Future of Financial Strategies

This week at Innovate Summit we brought the industry's brightest minds together for two days of powerful insights,...

100 Advisors Are Coming to Louisville. Here’s What They Plan to Learn.

Next week, Stonewood Financial is welcoming over 100 of the nation’s top independent financial advisors to Louisville,...