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News

 

news

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 […]

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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  

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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. […]

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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 […]

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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.        

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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, […]

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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: I’m getting ready to sell my business. What should I do? A: Many small business owners find that their personal and professional lives are highly integrated. This is especially true when the […]

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

June 2013- Check out the Wealth Management section of the Phoenix Business Journals  2013 Ask The Experts for educational and relevant topics. “Q: What are the risks to my portfolio when the Fed stops easing? A: While investors have benefited from the rising stock market in the wake of three rounds of quantitative easing and […]

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Stonegate Capital Advisors Ranks Top 26 Independent Investment Advisors of 2013

April 2013- Listed on: ‘ The List: Top 26 Independent Investment Advisors of 2013’ by the Phoenix Business Journal!

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Please Welcome Joe Kalmanovitz to Stonegate Capital Advisors!

Stonegate Capital Advisors is pleased to welcome Joe Kalmanovitz to our Scottsdale office.  As a Wealth Manager, Joe will focus on financial planning and portfolio management for executives and business owners and will serve on the firm’s investment committee! Please make sure you check out the Phoenix Business Journal’s Link below for details. http://www.bizjournals.com/phoenix/potmsearch/detail/submission/1670191.

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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, […]

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Awards

 

awards