Stonewood Financial Blog
Recent Articles
- Becky Swansburg
- May 24, 2024
Good financial advisors spend a good deal of their time helping clients understand - and address - the risks coming...
- Becky Swansburg
- May 3, 2024
On Saturday, two dozen 3-year-old thoroughbreds will trot to the starting gate for the 150th running of the Kentucky...
- Edward Smith
- April 26, 2024
As financial professionals, one of our responsibilities is to “inflate the balloon of urgency” – motivate clients to...
- Becky Swansburg
- April 19, 2024
“How long does my money have to last?” Every financial advisor has been asked this question. In fact, it’s one of the...
- Becky Swansburg
- April 12, 2024
Reading over the Congressional Budget Office (CBO) report on FY2023 revenue and spending, I couldn’t help but think of...
- Becky Swansburg
- April 5, 2024
If you’re in the financial services business, it’s impossible to avoid people asking about Dave Ramsey. Dave Ramsey is...
- 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,...
- Becky Swansburg
- March 22, 2024
Estate planning is one of 2024’s hottest seminar strategies for financial advisors. You don’t have to take my word for...
- Becky Swansburg
- March 15, 2024
Last week, President Biden delivered his State of the Union Address to Congress and the American people. So this week,...
- Laura Deignan
- March 8, 2024
Here at Stonewood Financial, our goal is to help advisors have the best year ever in their practices. And last week,...
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