Stonegate Financial

Lessons for the Next Crisis

September 2017 It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as other anniversaries of major […]

Jameson Van Houten CEO of Stonegate Capital Advisors Highlights recent Channel 3 News Interview

We are so excited to announce Jameson Van Houten, CEO of Stonegate Capital Advisors, was recently highlighted on Channel 3 AZ Family (KTVK). His interview shared insight on the “Sandwich Generation” and great tips to help plan for the future. Scottsdale, AZ – Jameson Van Houten, CFP® and Chief Investment Officer of the boutique Scottsdale firm Stonegate […]

Jameson Van Houten CEO of Stonegate Capital Advisors Named Barrett Distinguished Alumni by Barrett The Honors College at Arizona State University

Please visit http://www.scottsdaleindependent.com/neighbors/scottsdale-ceo-honored-asus-barrett-honors-college/ to view the article in its entirety.   The Barrett Distinguished Alumni Awardis bestowed annually amongst alumni who demonstrate great academic, professional, and/or community achievements. Recipients of this prestigious award are selected by representative staff at Arizona State University’s Alumni Association, Barrett Leadership, and the Barrett Alumni Council. This year, Jameson Van […]

Jameson Van Houten Published in the Phoenix Business Journal Ask the Financial Experts

June 2014- Check out the Wealth Management section of the Phoenix Business Journal’s 2014 Ask The Financial Experts for educational and relevant topics. “Q: I am going through a divorce and concerned about the financial ramifications. What can I do protect myself for the future? A: Divorce can be an unsettling and stressful life event […]

Jameson Van Houten, Published in Phoenix Business Journal’s Ask the Experts

  February 2014- Check out the Wealth Management section of the Phoenix Business Journal’s 2014 Ask The Financial Experts for educational and relevant topics. “Q: I am approaching retirement and would like to know my Social Security options. What should I do? A: Many people decide the optimal course of action is simply to apply […]

Wish Ball Raises 2.7M

Stonegate Capital Advisors is proud to be apart of such a wonderful cause! Held annually, Wish Ball celebrates the mission of Make-A-Wish Arizona by raising funds to grant the future wishes of Arizona children with life-threatening medical conditions. If you haven’t already, please check out some great footage from 2014 Wish Ball held at The […]

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!

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 […]

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 […]

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 […]