by Steven Bernstein | Jan 28, 2025 | Research
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...
by Steven Bernstein | Jan 21, 2025 | Blog, Research
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...
by Steven Bernstein | Dec 6, 2024 | Research
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...
by Steven Bernstein | Nov 8, 2024 | Research
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...
by Steven Bernstein | Oct 4, 2024 | Research
When building an investment portfolio, one of the most common questions is: “How many stocks should a portfolio have?” The answer isn’t one-size-fits-all, and it depends on several factors, including portfolio size, investment goals, and risk...
by Steven Bernstein | Oct 4, 2024 | Research
The Federal Reserve’s recent decision to cut its benchmark interest rate by 0.50%. One question that frequently arises during periods of falling interest rates is: “Is it the right time to move cash into stocks?” While the answer depends on individual...
