Stone Creek Advisors

10/20/2026

Two Cities. Two Memorable Events. One Shared Commitment to Our Clients.

October has been an exciting month for Stone Creek Advisors as we hosted two special events—our first-ever Rochester client seminar at Monroe Golf Club on October 6th, followed by our 4th Annual Client Seminar at Giancarlo’s Sicilian Steakhouse on October 14th.

Both events gave us the opportunity to connect with clients, share our perspectives on the economy and financial markets, and discuss the opportunities and challenges shaping the investment landscape.

At Stone Creek Advisors, we believe that successful wealth management goes beyond portfolio construction. It's built on relationships, thoughtful conversations, transparency, and helping our clients navigate an increasingly complex financial world with confidence.

As our firm continues to grow, we remain committed to delivering the personalized attention and experience of a boutique advisory firm backed by institutional-level research and investment expertise.

To everyone who joined us in Rochester and Buffalo, thank you. We are grateful for the trust you place in our team and for the opportunity to continue these important conversations.

We look forward to many more years of learning, connecting, and growing together.

Stone Creek Advisors
Boutique Guidance. Institutional Expertise.

10/19/2026

Please join us in congratulating Nicole Newman, MBA, CEPA, Vice President & Investment Advisor at Stone Creek Advisors, on being named one of the Rochester Business Journal's 2026 Forty Under 40 honorees!

This recognition celebrates emerging leaders who are making a meaningful impact through their professional accomplishments, leadership, and contributions to their communities.

Nicole specializes in exit planning and business strategy, with a particular focus on helping business owners navigate the complexities of growing, protecting, and ultimately transitioning their businesses. Her approach brings together thoughtful financial planning, strategic guidance, and a deep understanding of the unique challenges and opportunities business owners face.

Nicole's dedication to her clients, commitment to excellence, and contributions to our team make this recognition incredibly well deserved.

We are proud to have Nicole as part of the Stone Creek Advisors team and excited to celebrate this achievement with her!

Congratulations, Nicole!



Stone Creek Advisors is a DBA of OneSeven, an SEC-registered investment adviser. Registration does not imply any level of skill or training. Titles reflect roles with Stone Creek Advisors. Investments are not FDIC insured and may lose value.

10/15/2026

The Bond Market Is Calling | Q3 2026 CIO Letter

For more than a decade, historically low interest rates helped support economic growth, elevated asset valuations, and inexpensive borrowing.

Today, the investment landscape is shifting.

Government deficits, corporate refinancing needs, AI infrastructure spending, and other demands for financing are creating increasing competition for investor capital.

In our latest Quarterly CIO Letter, Co-Founder and Chief Investment Officer Kasey Wopperer examines what this changing environment could mean for the economy, financial markets, and portfolio positioning.

Key themes include:
• The bond market's growing influence: Why long-term borrowing costs may remain elevated even as the Federal Reserve lowers short-term rates.
• Economic resilience: How fixed-rate debt and near-term fiscal support have delayed some of the effects of higher interest rates.
• AI investment and consumer spending: Why these important drivers of growth may continue until market conditions or financing constraints force a slowdown.
• Equity valuations: How higher risk-free rates and increasing competition for capital could change what investors are willing to pay for future earnings.
• Fixed-income opportunities: Why recent developments in municipal bonds have prompted us to selectively buy while maintaining a disciplined approach to risk.

At Stone Creek Advisors, we believe understanding these structural shifts is essential to protecting capital and identifying opportunities as markets evolve.

Read our Q3 2026 CIO Letter, "The Bond Market Is Calling."

https://www.stonecreek-advisors.com/blog/q3-2026-cio-letter-the-bond-market-is-calling

·         Consumer spending and AI investment remain important supports for growth, but both could amplify a downturn if financial markets weaken. ·       &nb

07/15/2026

Scarcity is not a word that comes to mind when you think about stock market performance over the past two decades.

But, investors have benefited from a powerful tailwind: a shrinking supply of public equities driven by buybacks, mergers, and a historically slow IPO market.

But what if that dynamic is beginning to reverse?

In our latest CIO Letter, "If Scarcity Ends," Kasey Wopperer explores why the balance between the supply and demand of public equities may be approaching an important inflection point and why that could have significant implications for valuations, market leadership, and portfolio construction.

Our Key Takeaways are:
-The first half of 2026 has rewarded optimism. Earnings strengthened, AI investment continues to accelerate, and markets have recovered to new highs.
-Momentum and leverage have reached historically elevated levels. Expectations leave less room for disappointment than they have in several years.
-Today's market may be entering a new phase. For nearly twenty years investors benefited from shrinking public equity supply. That tailwind may now be reversing.
-Future returns may depend less on multiple expansion and more on free cash flow generation, capital allocation, and returns on invested capital.
-Technology revolutions create enormous wealth, but they have historically also attracted too much capital. AI may ultimately follow a similar path.
-We remain constructive on long-term innovation while emphasizing diversification, valuation discipline, and businesses capable of generating durable free cash flow.

Read the full CIO Letter here:
https://www.stonecreek-advisors.com/blog/2026-second-quarter-cio-letter-if-scarcity-ends

Technology revolutions create enormous wealth, but they have historically also attracted too much capital. AI may ultimately follow a similar path.

06/09/2026

What a proud day for our team!

Last week, Marc, Kasey, and Nicole had the honor of attending the Rochester Business Journal Financial Leaders 2026 awards. We couldn't be happier to share that Nicole was among this year's recipients and honorees.

What sets Nicole Newman, MBA, CEPA apart is the strategic, well-rounded perspective she brings to wealth management, shaped by a diverse professional background that helps her guide clients through some of their most important financial decisions. It's a reflection of the dedication, expertise, and care she brings to her work every day, and we're grateful to celebrate this milestone alongside her.

As a proud sponsor of part of the evening, it was especially meaningful to stand among leaders shaping the future of our industry, a reminder of why we do what we do, and the standards we hold ourselves to.

Congratulations, Nicole! This honor is well earned, and we're proud to have you on the Stone Creek Advisors team.

05/14/2026

We are proud to celebrate Nicole Newman of Stone Creek Advisors for being recognized as a Financial Leaders Honoree in the Wealth & Financial Advisor category.

Nicole is passionate about helping clients navigate wealth planning, succession and exit planning, and long-term financial goals with clarity and confidence. Her thoughtful approach and commitment to serving others make this recognition well deserved.

Congratulations, Nicole!

Read more about Nicole’s recognition here: https://rbj.net/event/financial-leaders/

05/06/2026

From the beginning, we had a clear vision for what we wanted Stone Creek Advisors to become. A firm grounded in trust and long-term relationships, where boutique guidance met institutional expertise. We laid out a path of milestones and goals to hold ourselves accountable along the way, creating a steady progression toward the firm we set out to build. Reaching $250 million in client assets was one of those meaningful markers. On May 5, 2026, we stepped onto this marker, nearly four years in, and it invites both appreciation and reflection.

This progress has been built deliberately over time, through a shared belief, disciplined work, and enduring relationships. Most importantly, Stone Creek Advisors has been shaped by the trust our clients place in us each day. That is something we value deeply and remain committed to earning with every decision we make.

Milestones like this are not endpoints, but part of the path forward, reminding us of the responsibility we carry and the standards we strive to uphold. We are proud of the incredible and dynamic team we have built, a group of people who care deeply about the work and the people behind it, and who genuinely enjoy showing up each day to do it.

Thank you to our clients, partners, and team members who have been part of this journey. We are just getting started.

04/17/2026

We’re proud to share that Stone Creek Advisors, in partnership with OneSeven, has been recognized as one of USA TODAY’s Best Financial Advisory Firms 2026.

This milestone highlights the strength of our platform and our dedication to delivering exceptional client experiences. It reflects our ongoing commitment to putting clients first and delivering thoughtful, personalized financial guidance every day.

Thank you to our clients for your continued trust.

OneSeven earned a spot on USA TODAY’s List of Top Advisers in April of 2023, 2024, 2025, and 2026 based upon a list compiled by market research firm, Statista. The list culled the list of investment advisers registered with the U.S. Securities and Exchange Commission down to the top 500 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers. OneSeven did not participate in or pay to be included in the selection process.

04/17/2026

Did you know that for most small business owners, 70 to 80 percent of their net worth is tied up in their company?

Because of this, every business decision you make is actually a wealth strategy decision. To ensure these daily choices lead to long-term financial success and flexibility, it is helpful to have a unifying framework.

In her latest article, Nicole Newman, MBA, CEPA, Vice President / Investment Advisor, shares practical advice on this very topic. By reading, you will learn:

- How to connect daily operational choices to your ultimate financial goals
- Why viewing your business through a wealth-building lens is so important
- Steps to create a framework that supports your long-term flexibility and peace of mind

"Bridging the gap between your business operations and your long-term wealth strategy is essential for lasting financial health," says Nicole.

We encourage you to read the full article to learn how to build a unified strategy for your future:

https://rbj.net/2026/04/16/small-business-owners-rochester-miss-strategy-wealth/?utm_medium=RBJ&utm_source=Act-On+Software&utm_content=Editorial&utm_term=What%20Rochester%5Cu2019s%20small%20business%20owners%20miss%20by%20separating%20strategy%20wealth%20%7C%20Viewpoint&utm_campaign=What%20Rochester%5Cu2019s%20small%20business%20owners%20miss%20by%20separating%20strategy%20wealth%20%7C%20Viewpoint&ActOnUniqueID=RBJ108570

Commentary: Small business owners in Rochester often separate business strategy from wealth planning, limiting long-term financial flexibility.

04/10/2026

Markets rarely break when things look obviously bad. They tend to crack when everything appears stable.

In our 2026 First Quarter CIO Letter, "A Narrowing Path," Co-Founder and CIO Kasey Wopperer explores the underlying pressures that are shifting the investment landscape. While the surface appears calm, a disciplined focus on capital preservation and downside protection is essential.

Key themes we are monitoring include:
- Markets pricing in a perfect outcome despite emerging cracks
- Hidden stress and opaque valuations in private credit
- Distortions from passive investing and concentrated large-cap stocks
- Rising oil prices, U.S. debt, and gold signaling fiscal concerns

“The goal is not simply to perform when conditions are ideal, but to endure when they are not,” explains Kasey. By adopting an Endure First, Then Perform philosophy, investors can navigate this narrowing path with confidence and care.

Read the full CIO letter for a deep dive into the current market landscape and our strategic positioning:
https://www.stonecreek-advisors.com/blog/2026-first-quarter-cio-letter-a-narrowing-path

Stone Creek Advisors’ Q1 2026 CIO letter explores a shifting investment landscape marked by narrowing market leadership, rising uncertainty, and the need for disciplined, active portfolio management.