Recent Articles
When it comes to your clients and their retirement: Does it matter who wins November’s election? The answer is yes… and...
Here we go again with the DOL and the fiduciary standards talk. As legislation continues to be discussed, let’s take a...
It’s January. Marketing plans are being implemented. Seminars are being scheduled. Social media posts are being...
Here at Stonewood, our passion is helping growth-minded advisors have their best year ever. So as we wind down 2023,...
When it comes to group marketing, successful advisors are always evolving one of two things: either the content they’re...
Where are taxes headed - and how will it impact American savers? That’s a question that should be on every financial...
The AI revolution may still be a ways off, but today’s initial crop of artificial intelligence tools can give financial...
I believe tax drag is real. I believe tax drag can cause losses in client portfolios. Thus, I believe advisors need to...
If you’ve turned on the news lately (or read the paper… or looked at social media… or talked to practically anyone),...
The world of financial advice is filled with different business models. But whether you’re a fee-only advisor, a...