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What to Do with a Highly Appreciated Stock

What to Do with a Highly Appreciated Stock

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...

AI Today: Capabilities, Limitations, and Market Impact

AI Today: Capabilities, Limitations, and Market Impact

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...

How New Drug Pricing Rules Could Affect Your Investments

How New Drug Pricing Rules Could Affect Your Investments

Have you noticed the buzz about drug prices lately? The Trump administration is shaking things up with new policies that could change how much we pay for medications and impact the stock market. At Stonewater Financial, we’re here to break it down for you in simple...

Tariffs Reshuffled, Markets Rebound

Tariffs Reshuffled, Markets Rebound

Trade headlines are constantly evolving —here’s what happened, why markets bounced back, and the milestones to watch next. Washington resets the tariff playbook In mid-May, the White House signaled a more aggressive approach by announcing it would unilaterally set...

Market Insights: Tariffs, DOGE, and Stock Market Turmoil.

Market Insights: Tariffs, DOGE, and Stock Market Turmoil.

In recent weeks, the financial landscape has been reshaped by a series of bold policy moves and volatile market reactions. Here at Stonewater Financial, a Los Angeles-based wealth advisory firm, we’re closely tracking these developments to guide our clients through an...

Talking Technicals with Adam Turnquist.
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