For decades, nuclear energy sat on the sidelines of the global energy conversation. Once seen as too expensive, too slow, or too controversial, the sector is now back in focus. In 2025, nuclear energy investment is no longer a niche idea but a central theme in the...
Blog
With Stonewater Financial’s Blog, dive deep into financial topics that matter to you.
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How Many Stocks Should I Own?
A Personal Perspective on Building a Smarter PortfolioBy Steven Bernstein, President of Stonewater Financial When I meet with new or do-it-yourself investors, especially those just starting out, one of the most common questions that comes up is: “How many stocks...
How to Fix My Bad Spending Habit
How to Fix Your Amazon Habit - How Many Packages a Day is Too Many?By Steven Bernstein, President – Stonewater Financial Let’s start with an honest question. How do you know you might have an Amazon problem? If the delivery driver knows your dog’s name and your coffee...
Why We Freeze: The Psychology of Investing in Uncertain Times
Whether you're a Boomer tracking the markets for retirement, a Gen Xer juggling college tuition and caregiving, a Millennial or Gen Zer trying to get ahead, or even a Gen Alpha using AI to ace your classes, one thing is clear: today's financial world is noisy, fast...
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
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...





