Check the background of this financial professional on FINRA's BrokerCheck.
Stone Financial Group
John G. Stone, Jr.
CEO/Financial Adviser
941-548-4442
invest@stonefg.com
Welcome
Welcome to our website and thank you for taking the time to visit us. We have designed this site to be educational and informative, providing you with the latest market conditions and planning concepts we hope you will find helpful. We invite you to explore the different topics and calculators available within, and sign up for our monthly newsletter if not already subscribed. It is complimentary in either form, whether mailed to your home address or the email version, so we hope you take advantage of it and find it useful each month. We will be adding new information every Friday and have partner links available for those in our community, so remember to check back with us regularly. We hope you enjoy our site and again thanks for stopping by!!

John G. Stone, Jr.
CEO
Investment Basics
Newsletters
  • Don't Let Rising Interest Rates Catch You by Surprise
    You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer
  • Future of the Federal Estate Tax
    While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate
  • The Health-Wealth Connection
    It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet
  • What is a rollover IRA, and do I need one?
    Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes
  • Can I roll my traditional 401(k) account balance over to a Roth IRA?
    Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA,
    
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Securities offered through The O.N. Equity Sales Company Member FINRA/SIPC Investment advisory services offered through O.N. Investment Management Company One Financial Way Cincinnati, OH 45242 513-794-6794. Stone Financial Group is not an affiliate or subsidiary of The O.N. Equity Sales Company.

 

 

 

 


Check the background of this financial professional on FINRA's BrokerCheck.