• Cutting through the noise
    With the tremendous proliferation of investment information available, cutting through the noise can be difficult. Information is not the same as advice There is an old saying in the investment industry: “Don’t confuse brains with a bull market.” The inference, of course, is that it’s easy to pick winners when
  • YearAheadInvestmentConference
    The investment professionals here at Watermark Stone Wealth recently attended the 15th annual iA Private Wealth Year Ahead Investment Conference held on January 18, 2021. The virtual event brought top investment minds together to provide market and economy expectations for 2021. Differing viewpoints of more than 15 industry experts were
  • For 2021: Optimism and Hope
    The turning of a new year is synonymous with optimism and hope. After a difficult year, it may feel as though optimism is in short supply. Yet, here are some reasons why better times may lie ahead for 2021. Economic Rebound While the cooler months have brought a resurgence of



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Life Events

Putting Financial Advice In the Picture

At Watermark Stone Wealth, we understand that as your life changes, so do your financial goals. The Snapshots series captures different stages in life and gives you a glimpse of what might be an important part of your financial picture at the time.


Retirement Planner

Quickly determine if your retirement plan is on track – and learn how to keep it there.

Education Savings Plan

Use this calculator to help develop or fine-tune your education savings plan.

Net Worth Calculator

This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

Amortizing Loan Calculator

Enter your desired payment and its frequency- and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your loan payment.


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