Recent Articles
On Saturday, two dozen 3-year-old thoroughbreds will trot to the starting gate for the 150th running of the Kentucky...
Here at Stonewood Financial, our goal is to help advisors have the best year ever in their practices. And last week,...
100 advisors walk into a hotel ballroom. No, it’s not the start of a joke. It’s the start of Stonewood Financial’s...
We’re living in a digital age. Even older clients are often consuming information and making decisions online - so...
When it comes to group marketing, successful advisors are always evolving one of two things: either the content they’re...
The AI revolution may still be a ways off, but today’s initial crop of artificial intelligence tools can give financial...
At some point, most of us have run a client’s annuity illustration and thought: I wonder what the capital markets would...
The best independent financial practices are really small businesses at heart. We have big ideas and need to achieve...