Recent Articles
On Saturday, two dozen 3-year-old thoroughbreds will trot to the starting gate for the 150th running of the Kentucky...
“How long does my money have to last?” Every financial advisor has been asked this question. In fact, it’s one of the...
In December, I wrote about Estate Planning being the next big topic in Advisor Growth. As the calendar turned to 2024,...
It’s January. Marketing plans are being implemented. Seminars are being scheduled. Social media posts are being...
Here at Stonewood, our passion is helping growth-minded advisors have their best year ever. So as we wind down 2023,...
The AI revolution may still be a ways off, but today’s initial crop of artificial intelligence tools can give financial...
I believe tax drag is real. I believe tax drag can cause losses in client portfolios. Thus, I believe advisors need to...
At some point, most of us have run a client’s annuity illustration and thought: I wonder what the capital markets would...
The world of financial advice is filled with different business models. But whether you’re a fee-only advisor, a...