Stonewater Financial

As part of our Stonewater Financial family, you're at the heart of everything we do. I believe celebrating our successes is important, and I wanted to share one of our achievements with you. Stonewater Financial has been featured in The LA Jewish Home! This feature article delves into our firm's commitment to empowering our clients, highlighting the personalized strategies and dedicated support we provide to help each of you achieve your financial goals. The journey of financial planning and management is deeply private and unique to each of us. In the article, you'll find stories of how we've navigated challenges and celebrated successes alongside our clients, showcasing the impact of our collaborative approach to financial well-being. Hopefully, these can be inspiring or get you thinking about your situations. We're honored by this recognition and see it as a testament to the trust and relationships we've built. Your success is our success, and every milestone you reach is a shared victory for our team. I warmly invite you to read the article and join us in celebrating this wonderful feature. We hope you find it both informative and captivating. If you have any thoughts, insights, or feedback after reading, please don't hesitate to share them with me. Thank you for being a part of our journey and for allowing us the privilege to be a part of yours. Warmest regards, Steven

In our latest Talking Technicals session, we explored how uncertainty, especially around elections—can lead to market volatility and shifts in investor behavior. Curious about how to navigate these uncertain times? Watch the full webinar in the link below https://buff.ly/3Bp2wuZ Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC

As Yom Kippur approaches, we reflect on the past year and look forward with hope for peace and renewal. May this sacred day unite us all in faith and purpose. G’mar Chatimah Tova. #DayOfAtonement #YomKippur #Renewal

As we approach Rosh Hashanah, we want to take a moment to extend our warmest wishes to you and your family. This special time of year reminds us to reflect on the past, cherish the present, and look forward to a future filled with hope, health, and prosperity. Shanah Tovah 🍎🍯

Had the absolute pleasure of watching Lionel Richie light up the stage at Focus 2024! We were all dancing on the ceiling as he kept the crowd going all night long. His energy and talent are truly timeless—an entertainer for every generation. What a night! #Focus2024 #LionelRichie #TimelessTalent.

Reflecting on some truly inspiring moments from LPL’s FOCUS 2024, which took place just a month ago! It was an unforgettable experience connecting with industry leaders, enjoying a performance by Grammy award-winner Lionel Richie, and being moved by the powerful and humorous life story of America’s Got Talent finalist and magician Jon Dorenbos. I also had the privilege of learning from Olympic gold medalist Apolo Ohno on what it takes to achieve greatness. This conference was a true source of energy and motivation to close out the year on a high note! #LPLFinancial #FOCUS2024 #OLYMPICS #LIONELRICHIE #APOLOOHNO #JONDORENBOS

In our latest Talking Technicals session with Adam Turnquist, Chief Technical Strategist at LPL Financial, we explored how the labor market plays a crucial role in achieving a soft landing. Don't hesitate to reach out for access to the full webinar. Ready to embrace the future with confidence? Let's start this journey together. 🌟 https://buff.ly/47v3AZT 🌟

Matthew Enyedi and Ryan Isherwood, brought their A-game at Focus 2024! Matt’s contagious enthusiasm for the future of wealth management, paired with Ryan’s sharp market insights from Significance Capital Management, made for an inspiring conference. Left our conversations feeling energized and ready to take on new challenges. Here’s to breaking new ground together! #Focus2024 #LPLFinancial #SignificanceCapital #Leadership

Steven Bernstein, president of Stonewater Financial, shares how leveraging AI can significantly increase efficiency in financial advisory, helping advisors better serve their clients. Considering when to consult a wealth advisor? The best time is now! 👉 https://buff.ly/47v3AZT 👈 Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.

Steven Bernstein talks about how August and September are historically downturns in the market and shares strategies to be prepared for potential volatility. Let's connect and navigate these challenging months together! https://lnkd.in/eaSVDC_e Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.