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...
by Steven Bernstein | Jul 3, 2025 | Blog
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...
by Steven Bernstein | Jun 11, 2025 | Blog
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...
by Steven Bernstein | Jun 11, 2025 | Blog
When S&P Dow Jones Indices announced on May 12, 2025 that Coinbase Global Inc. (COIN) would replace Discover Financial in the S&P 500 effective at the open on Monday, May 19, it marked the first time a pure-play cryptocurrency company has entered America’s...
