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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...
By Steven Bernstein, President – Stonewater Financial Artificial intelligence is changing the way we live and invest. Machine learning can crunch numbers, analyze performance, and recommend portfolios in seconds. They can even adjust allocations automatically as...
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...
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...
A Personal Perspective on Building a Smarter PortfolioBy Steven Bernstein, President of Stonewater Financial When I meet with new or do-it-yourself investors, especially those just starting out, one of the most common questions that comes up is: “How many stocks...
How to Fix Your Amazon Habit - How Many Packages a Day is Too Many?By Steven Bernstein, President – Stonewater Financial Let’s start with an honest question. How do you know you might have an Amazon problem? If the delivery driver knows your dog’s name and your coffee...
Whether you're a Boomer tracking the markets for retirement, a Gen Xer juggling college tuition and caregiving, a Millennial or Gen Zer trying to get ahead, or even a Gen Alpha using AI to ace your classes, one thing is clear: today's financial world is noisy, fast...