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Meeting with a retirement financial advisor is an important step in shaping your financial future. Whether you’re starting early or catching up later in life, preparing for this appointment helps ensure a productive discussion. Here, we’ll cover what to bring, what to...
In mid-2024, we explored the growing divide in American consumer behavior through the lens of two retailers: Dollar General (DLTR), representing lower-income consumers, and Nordstrom, serving affluent shoppers. These companies were selected as indicators because they...
As we step into 2025, the question on every investor’s mind is, "Where to invest in 2025?" LPL Financial’s Outlook 2025 report provides a detailed roadmap for navigating this year’s financial landscape. Economic Trends to Watch The U.S. economy is expected to cool...
With the end of the year fast approaching, many find it helpful to consider a few strategies to maximize financial efficiency and align with future goals. Here are Stonewater Financial’s top five year-end recommendations for those looking to wrap up the year on solid...
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. Q3 was a continuation of the momentum we have seen in...
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...