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.
Super Bowl Ads: Do they drive revenue?

Super Bowl Ads: Do they drive revenue?

Super Bowl commercials are known for their massive price tags, but they’re not just about entertainment—they’re an investment. While the average cost of a 30-second spot now exceeds $8 million, some brands have proven that this investment can generate a significant...

Finding the Right Retirement Financial Advisor Near Me

Finding the Right Retirement Financial Advisor Near Me

Meeting with a retirement financial advisor is an important step in shaping your financial future. Whether you’re starting early or catching up later in life, preparing for this appointment helps ensure a productive discussion. Here, we’ll cover what to bring, what to...

Where to Invest in 2025: LPL Financial’s outlook

Where to Invest in 2025: LPL Financial’s outlook

As we step into 2025, the question on every investor’s mind is, "Where to invest in 2025?" LPL Financial’s Outlook 2025 report provides a detailed roadmap for navigating this year’s financial landscape. Economic Trends to Watch The U.S. economy is expected to cool...

Top 5 Year-End Financial Tips from Stonewater Financial

Top 5 Year-End Financial Tips from Stonewater Financial

With the end of the year fast approaching, many find it helpful to consider a few strategies to maximize financial efficiency and align with future goals. Here are Stonewater Financial’s top five year-end recommendations for those looking to wrap up the year on solid...

Q3 2024 Review: Insights from Ryan Isherwood

Q3 2024 Review: Insights from Ryan Isherwood

Stonewater Financial’s collaborator Ryan Isherwood presents: Note: This article was written by Ryan Isherwood, CFA, CMT & Founder of Significance Capital Management in collaboration with Stonewater Financial. Q3 was a continuation of the momentum we have seen in...