Stonewood Financial Blog

Will the 2024 Election Impact Your Clients (and their Retirement)? The Answer is Yes… And No.

When it comes to your clients and their retirement: Does it matter who wins November’s election? The answer is yes… and...

What Really Makes a Fiduciary? It May Not Be What Lawmakers Think

Here we go again with the DOL and the fiduciary standards talk. As legislation continues to be discussed, let’s take a...

A Magic Ball on Taxes?

Where are taxes headed - and how will it impact American savers? That’s a question that should be on every financial...

We’re a Year Away from the 2024 Election. What Does it Mean for Your Clients?

If you’ve turned on the news lately (or read the paper… or looked at social media… or talked to practically anyone),...

Tax & Legislative Risk: What's the Difference?

Tax Risk. Legislative Risk. What the heck is the difference? As things stay hot in Washington, I’m getting asked this...