Stonewood Financial Blog

The New Holistic In Action

Sometimes, 1 + 1 = 3. Not mathematically, of course. But sometimes, when you add things together, the sum is far more...

An Actuary’s Take on the New DOL’s Fiduciary Rule

Last month, the U.S. Department of Labor finalized the much-discussed Fiduciary Rule for retirement plans. The new...

Peak Practice Transformation

Here at Stonewood, our goal is to help advisors have the best year ever in their practices. And last week, our brand...

Dispatches from the Innovate Summit

100 advisors walk into a hotel ballroom. No, it’s not the start of a joke. It’s the start of Stonewood’s Innovate...