Recent Articles
As every successful advisor knows, today’s retirement planning landscape is changing - fast.
Leadership in Washington has been busy debating bills and policies that could significantly impact U.S. savers. So,...
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,...
I know how many marketing emails and postcards we receive here at Stonewood Financial from other companies advertising...
If you’ve been following our blog this year, you’ve noticed I’ve been sharing some of my favorite message frames....
At this point, most people are familiar with the term “FinTech” or Financial Technology and its massive presence in our...
As we approach a pivotal election, financial advisors must remain vigilant about the legislative risks that could...
Where do you turn for answers? For most of us, it’s Google or similar search engines. A prospective client’s journey to...
The financial services industry isn't a one-size-fits-all game. Different age groups have distinct financial goals,...