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
  • Dividend Investing: Small Payments Can Boost Returns
    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
  • Quiz: Can You Answer These Social Security Benefit Questions?
    Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income?
  • The College Landscape After Tax Reform
    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
  • How has tax reform affected the generation-skipping transfer tax?
    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
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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.