Stonewood Financial Blog

The Big Beautiful Bill is Law. Here’s How Your Clients Can Take Advantage.

The National Mall wasn’t the only place to see fireworks in Washington this Fourth of July. Over at the White House,...

Wrapping Up Annuity Awareness Month with Three Key Insights

June brings sunshine, heat, vacations, and celebrating the end of school and the beginning of summer (feel free to...

Marketing & Markets: Insights from our Partners at Virtual Innovate

This week, nearly 600 independent financial advisors joined Stonewood for our Virtual Innovate Summit conference.

Top 3 Take-Aways from NAIFA’s Congressional Conference

Hundreds of advisors took to Capitol Hill this week as part of NAIFA’s annual Congressional Conference.

Racing Toward Retirement: Picking the Right Financial Thoroughbreds

On the eve of the first Saturday in May, all eyes turn to Churchill Downs for "The Most Exciting Two Minutes in...

Why Advisors Are Blocking Off Part of Their Calendars in June

As every successful advisor knows, today’s retirement planning landscape is changing - fast.

Beyond the Roth: Converting Legacy Funds

If you’ve followed our newsletter for a while, you know I write often about Roth Conversions. Advisors always want to...