header

News

 

news

Which comes first: Investing or Saving?

If you put all of your extra money into  an investment for retirement without taking care of your upcoming expenses, you may be hindering your long-term financial plan. Have one of our Wealth Advisors review your situation today!

Read More

How Do Children Learn To Manage Money?

   Financial Responsibility – It’s Never Too Early To Start Children and money will always be linked together.  From birth to adolescence and from college graduation to having children of their own, children will always be linked to money and finances. How do children learn to manage money? Should they learn at school, from social […]

Read More

Jameson Van Houten & Joe Kalmanovitz Invited to Barron’s Top Independent Advisors Summit

JAMESON VAN HOUTEN AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT Phoenix (March 19, 2014) – Jameson Van Houten, President and Chief Investment Officer at Stonegate Capital Advisors, attended  Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to […]

Read More

Jameson Van Houten published in the Phoenix Business Journal’s February 2014 Ask the Financial Experts

February 2014- Check out the Wealth Management section of the Phoenix Business Journal’s 2013 Ask The Financial Experts for educational and relevant topics. “Q: When should I rebalance my portfolio? A: Following last year’s above average returns in the US stock market, many investors’ portfolios have drifted away from their original asset allocation target, which […]

Read More

Quarterly Economic Update is Now Available for January 2014 !

Wow-what a year! 2013 was certainly a year to remember. Please be sure to contact us at 602-953-8450 to review some notable highlights from 2013 and points on looking ahead in 2014. Interested in receiving a copy of our Quarterly Economic Update today or joining our monthly newsletter? Please contact Kristy at our office and […]

Read More

Jameson Van Houten Published in AZ Business Magazine

January- February 2014 Check out the  Az Business Magazine Wealth Management section. Jameson Van Houten President and founder of Stonegate Capital Advisors was featured in the AZ Business Magazine January/ February 2014 edition of the Wealth Management: Emerging Leaders section. (2014 January- February). Wealth Management. AZ Business p .52  

Read More

Jameson Van Houten Published in Phoenix Business Journal’s December 2013 Ask The Experts

December 2013- Check out the Wealth Management section of the Phoenix Business Journal’s 2013 Ask The Financial Experts for educational and relevant topics. “Q: My relative recently passed away, and I am the beneficiary of their estate. What are the first steps? A: Receiving a large inheritance often comes at a difficult or emotional time. […]

Read More

Joe Kalmanovitz Published in Phoenix Business Journal’s November 2013 Ask the Experts

November 2013- Check out the Wealth Management section of the Phoenix Business Journal’s 2013 Ask The Financial Experts for educational and relevant topics. “Q: How can I manage my portfolio to minimize the tax burden and achieve a higher after-tax return? A: Most investors know that they should pay attention to asset allocation when structuring […]

Read More

Jameson Van Houten Published in The Wall Street Journal’s August Wealth Advisor Section

Be sure to check out The Wall Street Journal’s  2013 Wealth Advisor section “Boosting a Widow’s Retirement Savings” article. http://online.wsj.com/article/SB10001424127887324619504579030642474018008.html Wall Street Journal .  (2013): 1-2. Web. 23 Aug. 2013.        

Read More

Jameson Van Houten Published in Phoenix Business Journal’s August 2013 Ask The Experts

August 2013- Check out the Wealth Management section of the Phoenix Business Journal’s 2013 Ask The Financial Experts for educational and relevant topics. “Q: My spouse recently passed way and was the one who has always handled our finances. What should I do? A: Every situation is different depending on prior planning, level of wealth, […]

Read More

Community

 

community

Jameson Van Houten joins the Board of Directors for Make-A-Wish Arizona!!

January 2013 – We are excited to announce that Jameson Van Houten is the new addition to the Board of Directors for Make-A-Wish® Arizona, the founding chapter of Make-A-Wish®, the international wish granting organization!  “I’m honored to join this group of dedicated individuals who are raising awareness and funding for Make-A-Wish Arizona,” said Mr. Van Houten, […]

Read More

Awards

 

awards