Stonegate Financial

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 […]

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 […]

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 […]

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, […]