Stone Financial Group
John G. Stone, Jr.
CEO/Financial Adviser
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.
Investment Basics
  • Correlation and Portfolio Performance
    Different types of investments are subject to different types of risk. On days when you notice that stock prices have fallen, for example, it would not be unusual to see
  • Six Life Insurance Beneficiary Mistakes to Avoid
    Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy's beneficiaries should be a
  • Same-Sex Couples: When You Marry, Who Should Be Notified?
    The day has come--you're finally getting married. Now that your life is changing, you'll need to let others know. Although this is not an exhaustive
  • I've recently changed my legal name. Do I need to change my name on my Social Security card?
    Whenever an individual legally changes his or her name, it is important to contact the Social Security Administration (SSA) as soon as possible.
  • How can I protect my Social Security number from identity theft?
    Your Social Security number is one of your most important personal identifiers. If identity thieves obtain your Social Security number, they can
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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.