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WELCOME TO STONEWATER FINANCIAL
Our LATEST Webinar
Talking Technicals: Earnings Vs Reality
A discussion with Adam Turnquist & Stonewater Financial.
Markets have held steady on the back of strong earnings, but beneath the surface, the U.S. economy is beginning to show signs of strain. Inflation remains sticky, job growth has been revised sharply lower, and consumers are beginning to pull back. In this session, we’ll break down the tension between corporate performance & macroeconomic headwinds and what that means for investors heading into Q4.
Meet Our President Steven Bernstein
Steven Bernstein is the founder of Stonewater Financial, a dedicated financial planning and wealth management practice that provides honest advice and places clients’ interests first.
In today’s economic environment people are seeking objective advice, while expecting concierge level personal attention. Steven tailors every decision he makes to each individual’s goals and objectives. Nobody can escape life’s transitions, however with a high degree of technical competency and analytical aptitude, Steven is able to help guide his clients towards making the right decisions, ones that seek to produce results, as well as protecting what they already have.
Steven is a Los Angeles native, and his family plays an integral part in his life. Steven is married to Debra and has three beautiful children, Kayla, Hailey and Noah.
Steven is a graduate of New York’s Yeshiva University with a degree in Finance.
Licenses: Series 7, 66, 63 (currently held with LPL Financial), California Insurance #0G51436
OUR TREASURY OF FINANCIAL WISDOM
Steven’s Approach to Financial Success: Crafting a Comprehensive Wealth Plan with Your Trusted Financial Advisor in Los Angeles
Introduction Navigating the financial landscape can be daunting, especially in a city as dynamic as Los Angeles. Whether you’re planning for retirement, building wealth, managing substantial assets, or leaving a legacy, having a trusted financial advisor by your side...
Earnings vs the Economy: Who’s right? Why the Market’s Glow May Be Masking Hidden Cracks
The economic forecast set for in this material may not develop as protected and there can be no guarantee that strategies promoted will be successful Over the summer, investors watched as U.S. equities pushed higher, supported by strong second-quarter earnings and...
Nuclear Energy Investment: Why 2025 Marks a Turning Point
For decades, nuclear energy sat on the sidelines of the global energy conversation. Once seen as too expensive, too slow, or too controversial, the sector is now back in focus. In 2025, nuclear energy investment is no longer a niche idea but a central theme in the...