Recent Articles
Are Roth Conversions a good idea in today’s tax and market environment?
This week, nearly 600 independent financial advisors joined Stonewood for our Virtual Innovate Summit conference.
Some training events just fill in the gaps. Others shift your entire approach.
Hundreds of advisors took to Capitol Hill this week as part of NAIFA’s annual Congressional Conference.
Practice Transformation,
Retirement Tax Bill,
Financial Advisor Marketing Tools,
Advisor Training,
Annuity Alpha,
Roth Done Right
What makes a client take action? It’s not just trust—it’s trust based on understanding.
On the eve of the first Saturday in May, all eyes turn to Churchill Downs for "The Most Exciting Two Minutes in...
As every successful advisor knows, today’s retirement planning landscape is changing - fast.
If you’ve followed our newsletter for a while, you know I write often about Roth Conversions. Advisors always want to...
Today’s savers face numerous risks as they prepare for a successful retirement - from tax and legislative risk to...
It’s that time of year when everyone seems to be on vacation. Spring break is here, and families are headed to the...