by Steven Bernstein | Oct 3, 2025 | Blog
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...
by Steven Bernstein | Oct 3, 2025 | Blog
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...
by Steven Bernstein | Aug 19, 2025 | Blog
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...
by Steven Bernstein | Aug 15, 2025 | Blog
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...
by Steven Bernstein | Jul 22, 2025 | Blog
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...
by Steven Bernstein | Jul 15, 2025 | Blog
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...
