Stonewood Financial Blog

Is your client in debt to the IRS? If they have an IRA, the answer is “yes.”

If you’ve followed this blog (or ever heard me speak), you undoubtedly know I’m a big fan of message frames. Message...

Legislative Risk and Life Insurance: Are There Red Flags Ahead?

As CJ Cregg, fictional White House Press Secretary on the hit TV show West Wing, once said: “Everybody’s stupid in an...

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...

Minimizing Tax Drag: Strategies for Financial Advisors to Boost Client Returns

I believe tax drag is real. I believe tax drag can cause losses in client portfolios. Thus, I believe advisors need to...

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),...

The Hidden Tax Impact: Strategies for Financial Advisors to Save Client Wealth

The world of financial advice is filled with different business models. But whether you’re a fee-only advisor, a...

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...