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...
Blog
With Stonewater Financial’s Blog, dive deep into financial topics that matter to you.
Get expert insights, actionable tips, and clear explanations to make smarter financial decisions.
When Confidence Becomes Conviction Bias: Investing in the Age of Overinformation
Introduction Artificial intelligence is transforming how information spreads. A tweet can move a stock before an earnings report hits the wire. Financial “experts” publish confident-sounding analysis written, or even generated, by algorithms. The result? AI-generated...
Dead Money: When Hold On Costs You More Than You Think
Introduction You know that stock sitting in your portfolio? The one you bought three years ago because you really believed in it? Yeah, it's still there. Doing… nothing. You keep telling yourself it'll bounce back. Any day now. Except "any day now" has stretched into...
Why Small Business Owners Still Need a Human Advisor in the Age of AI
Artificial intelligence has transformed how small business owners run their day to day operations. From accounting software that categorizes expenses to predictive analytics that forecast cash flow, technology has made financial management more efficient than ever....
How Much of the Economy and Market Is Really Being “Powered” by AI?
The Question Everyone's Asking (But Getting Different Answers To) If you've been paying attention to financial news lately, you've probably noticed that AI has gone from being a buzzword to the explanation for nearly everything happening in markets right now. Big tech...
AI vs. The Right Advisor: Why the Right Questions Make All the Difference
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...
Earnings vs the Economy: Who’s right? Why the Market’s Glow May Be Masking Hidden Cracks
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...

