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

ONE MORE DAY TO GO! Don't miss out on our exclusive 2025 Financial Outlook Roundtable hosted by Stonewater Financial! We’ve lined up an incredible panel, Adam Turnquist, Ryan Isherwood and myself to share insights on what’s ahead for the markets in 2025 and how you can navigate it with confidence. This will be an interactive session with Q&A and discussion, so you can ask questions and engage directly with us! Event Details: 📅 Date: October 30th 🕒 Time: 2 PM PT 📍 Location: https://buff.ly/3A96LKY Looking forward to seeing you there!

Excited to share that one of the key topics Adam Turnquist and I will be diving into during our 2025 Financial Outlook Roundtable is how technical analysis can help identify market opportunities in the coming year. 📊 Together we’ll be breaking down the strategies you need to know about to stay ahead of market trends in 2025. Don’t miss this chance to hear from both of us—register now and get your questions ready! 🔗 Register here: https://buff.ly/4h9cOjv

I’m thrilled to announce that Ryan Isherwood, Stonewater Financial's valued partner, will be joining us for our 2025 Financial Outlook Roundtable! 🙌 Ryan’s depth of knowledge as an Institutional Fund Manager will provide a crucial perspective as we discuss strategies for navigating potential challenges this upcoming year. If you want to hear from Ryan and get a clearer picture of what 2025 holds, make sure to join us. Register here: https://buff.ly/4dZwO5l

I’m excited to invite you to an exclusive 2025 Financial Outlook Roundtable hosted by Stonewater Financial! We’ve lined up an incredible panel including Adam Turnquist, CMT, Ryan Isherwood, CFA,CMT and myself to share insights on what’s ahead for the markets in 2025 and how you can navigate it with confidence. This will be an interactive session with Q&A and discussion, so you can ask questions and engage directly with us! Event Details: 📅 Date: October 30th 🕒 Time: 2 PM PT 📍 Location: https://buff.ly/3Ykc17O Looking forward to seeing you there!

Did you know life insurance can play a pivotal role in estate planning, especially for high-net-worth individuals? By strategically incorporating life insurance, you can minimize the burden of estate taxes on your loved ones and safeguard your legacy. Schedule a call with me today, and I’ll guide you through the process. 👉 https://buff.ly/47v3AZT 👈 Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.

Do you depend on your CPA? Having a complete team of financial professionals safeguards that nothing is overlooked. As a wealth advisor, I collaborate with your CPA, estate attorney, and other professionals proactively throughout the year, to optimize and tailor your financial plan to your needs. Let’s talk about how small changes can make a big impact on your tax strategy. 👉 https://buff.ly/3zqsI8c 👈 Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.

In today’s consumer-driven economy, spending often takes priority over saving. But to build a secure financial future, the focus needs to shift—it's time to pay yourself first. Set aside what’s left after your monthly fixed expenses to be prepared for the unexpected. Let’s talk about strategies to get your savings back on track. 👉 https://buff.ly/3Bpel4t 👈 Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.

Where should your money go—large-cap, small-cap, or mid-cap? Currently, the S&P 500 has been outperforming small caps for the past two years, showing clear large-cap dominance. But trends can shift, and long-term investors could see opportunities if they’re patient. Let’s discuss how this could fit into your portfolio. 👉 https://buff.ly/47Qw3tR 👈 Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.

In our latest Talking Technicals session, we discussed how momentum in the market often builds upon itself, creating opportunities for long-term growth. Curious about how to position your portfolio as the year progresses? Watch the full webinar for deeper insights: 🌟 https://buff.ly/4dwkkBY 🌟 Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.