Recent Articles
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...
Did you find this article by googling “risk tolerance questionnaire”? If so, you were probably also greeted with dozens...
Building Your Brand When it comes to financial advisor marketing, “branding” use to mean a good practice name, a nice...
Have you signed up for Stonewood's new Retirement Tax Bill program? Advisors like you are using it to prospect and...
Remember David Letterman's Top 10 Lists? Today's blog post is a throwback to the glory days of the Late Show. We're...
One of the most gratifying parts of my job is hearing from advisors who are hitting it out of the ballpark with...