In Collaboration with Ryan Isherwood, CFA, CMT Recent economic indicators have painted a nuanced picture of the American economy. With job numbers slowing down and companies releasing their latest earnings reports, we now have a clearer view of how different segments...
Steven Bernstein
Comparing the Economic Agendas of Donald Trump and Kamala Harris
As we approach the 2024 presidential election, the economic policies of potential candidates are coming under scrutiny. This post compares the economic agendas of Donald Trump and Kamala Harris, highlighting their contrasting approaches to taxation, trade, regulation,...
Why Disability Insurance is Essential for High Earners
At Stonewater Financial, we understand that your ability to earn an income is your most valuable asset, especially as a professional earning income with your education and background. Disability insurance is a critical tool that can allow you to meet your financial...
Q2 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. Market Review It was another strong quarter of returns...
LPL Research 2024 Midyear Outlook: Still Waiting for the Turn
Stonewater Partner presents: As we reach the halfway point of 2024, LPL Research presents a midyear update, expanding on our initial 2024 Outlook, "A Turning Point." Here are the key insights and expectations: Economic Overview: Resilient Economy: Despite late-cycle...
Can Stocks Predict Who Will Win in November?
As we approach another pivotal presidential election, the focus on economic indicators intensifies. One fascinating correlation that has emerged over the years is the relationship between stock market performance and election outcomes. A particular area of interest is...






