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 […]

Congratulations to Jameson Van Houten, Named Top 40 Under 40 by Phoenix Business Journal!

Jameson Van Houten, CEO of Stonegate Capital Advisors, Named Top 40 Under 40  Stonegate Capital Advisors is proud to announce that Jameson Van Houten was recently named Top 40 Under 40 by Phoenix Business Journal for 2014.  Scottsdale, Arizona – Stonegate Capital Advisors is a leader in providing wealth management services in the Valley. Stonegate […]

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, […]

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 […]

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 […]

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!

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.