Recent Articles
As the seasons change and spring approaches, many people take the opportunity to deep clean their homes, declutter...
Many advisors are working with clients to consider Roth Conversions. And usually, the main driver of those discussions...
Is there a "right" way to approach Roth conversions? Here at Stonewood, the answer is “yes” - and we’ve developed the...
This week at Innovate Summit we brought the industry's brightest minds together for two days of powerful insights,...
Next week, Stonewood Financial is welcoming over 100 of the nation’s top independent financial advisors to Louisville,...
With President Trump’s inauguration this week, all eyes are on Washington to see what policies and priorities the new...
IRMAA is suddenly the “it” topic for advisor seminars, webinars, and more. For the uninitiated, IRMAA, or the...
When I founded Stonewood Financial over 20 years ago, I had no idea the industry force it would become. At the time, we...
The holiday season is a time of celebration, connection, and rest. However, it can also bring a noticeable lull in...
So, you’ve set up lead scoring in your CRM and have a prioritized list of prospects. Now what? The next step is...