Stonewood Financial Blog
Recent Articles
- Neil Wilding
- August 12, 2024
When you and your clients think about annuities, what comes to mind?
- Becky Swansburg
- May 3, 2024
On Saturday, two dozen 3-year-old thoroughbreds will trot to the starting gate for the 150th running of the Kentucky...
- Becky Swansburg
- April 19, 2024
“How long does my money have to last?” Every financial advisor has been asked this question. In fact, it’s one of the...
- Neil Wilding
- March 29, 2024
In December, I wrote about Estate Planning being the next big topic in Advisor Growth. As the calendar turned to 2024,...
- Becky Swansburg
- January 5, 2024
It’s January. Marketing plans are being implemented. Seminars are being scheduled. Social media posts are being...
- Alec Stout
- December 22, 2023
Here at Stonewood, our passion is helping growth-minded advisors have their best year ever. So as we wind down 2023,...
- Becky Swansburg
- December 1, 2023
The AI revolution may still be a ways off, but today’s initial crop of artificial intelligence tools can give financial...
- Neil Wilding
- November 17, 2023
I believe tax drag is real. I believe tax drag can cause losses in client portfolios. Thus, I believe advisors need to...
- Neil Wilding
- November 10, 2023
At some point, most of us have run a client’s annuity illustration and thought: I wonder what the capital markets would...
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