by bitechx | Aug 19, 2025 | Blog
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...
by bitechx | Aug 15, 2025 | Blog
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...
by bitechx | Jul 22, 2025 | Blog
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...
by bitechx | Jul 15, 2025 | Blog
Picture this: In 2012, you took a chance on Apple and invested $10,000 in its stock. Over the years, you’ve watched it soar, and now, in 2025, that investment is worth $60,000, a 500% increase. You’re sitting on a $50,000 gain, and it’s an incredible feeling. But...
by bitechx | Jul 3, 2025 | Blog
Artificial Intelligence (AI) is transforming the way we work, think, and innovate. AI is proving its value across all industries, from generating creative ideas to analyzing X-rays. At Stonewater Financial, we’re excited to provide you an update on the latest...
