Stonewood Financial Blog

The Budget Outlook is Worse Than We Thought. What Does it Mean for U.S. Savers?

Believe it or not, our government is fairly transparent when it comes to its own spending - and the impact it could...

The Election and Your Clients: Two Risks to Watch

Unless you’ve been living in a cave, you know there’s a big election coming this November. (And even if you’ve been...

Dispatches from Washington: Advocating for U.S. Savers

Good financial advisors spend a good deal of their time helping clients understand - and address - the risks coming...

The Nation’s Fiscal Outlook Just Got Worse. That’s Bad News for Your Client’s Retirement.

Reading over the Congressional Budget Office (CBO) report on FY2023 revenue and spending, I couldn’t help but think of...

The Growing Need for Savers to Understand “Legislative Risk”

As financial professionals, we work hard to limit our clients’ exposure to risk in retirement.

How The New Tax Law Can Transform your Practice

In December, Congress passed a bill that could transform your practice in 2018 and beyond. I’m talking, of course,...