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.
Understanding the American Consumer: A Tale of Two Markets

Understanding the American Consumer: A Tale of Two Markets

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...

Why Disability Insurance is Essential for High Earners

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

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...

Can Stocks Predict Who Will Win in November?

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...