The Stoner Group at Morgan Stanley

09/09/2026

A financial resource for clients in transition
Divorce attorneys are often helping clients make decisions during one of the most emotional chapters of their lives.

While the legal guidance is essential, many clients also need help understanding the financial impact of the choices in front of them.

As a Certified Divorce Financial Analyst, I help individuals organize their financial picture, evaluate settlement considerations, and better understand how decisions today may affect their future cash flow, lifestyle, and long-term planning.

For attorneys who want their clients to feel more prepared and financially informed during the divorce process, we welcome the opportunity to be a resource.

09/08/2026

Helping clients understand the tradeoffs
In divorce, two assets may look equal on paper, but they may not function the same way in real life.

A home, retirement account, investment account, business interest, or cash settlement can each carry different considerations around liquidity, taxes, income potential, risk, and future flexibility.

I work with individuals going through divorce to help them better understand those tradeoffs before decisions are finalized.

For divorce attorneys, having a financial professional involved can help clients ask better questions, evaluate options more clearly, and move through the process with greater confidence.

If you work with clients who could benefit from that type of financial clarity, I would be glad to connect.

09/07/2026

Today, we honor the contributions and achievements of laborers in the United States.

09/06/2026

Financial clarity helps Divorce Attorneys be more prepared, credible, and organized

In financially complex divorce cases, attorneys are often carrying a heavy burden.

They are expected to know the law, manage client emotions, prepare for hearings, negotiate effectively, and present financial issues clearly to the court.

But when the financial evidence is messy, incomplete, or difficult to explain, even a strong legal argument can become harder to present.

A Certified Divorce Financial Analyst® can help attorneys bring order to the financial side of the case.

That support can make a case presentation:

More organized
More defensible
Easier for the court to understand
Less dependent on emotional client testimony
Better supported by financial documentation
This matters in hearings, mediation, settlement conferences, and trial preparation.

It also helps reduce the anxiety attorneys often carry:

Did we miss something?
Will the client explain the numbers correctly?
Will the judge understand the financial picture?
What happens if the client becomes overwhelmed on cross-examination?

A CDFA® can ALSO help prepare your client on the financial side long before the hearing begins. When your client comes to you with tested cash flow strategies, a reasonable budget & a specific plan for their next chapter of life...

That preparation can support stronger advocacy, better client confidence, and more efficient resolution.

Financial clarity is not just valuable for clients.

It is valuable for the entire case strategy.

09/04/2026

While rising AI capex has weighed on internet and hyperscaler stocks, return on investment looks promising. Find out more in On the Markets.

morganstanley.com

09/04/2026

Dividing Assets in Divorce-
"equal" does not always mean fair.
If you are thinking about divorce, one of the most important things to understand is this:

A settlement can look "equal" on paper and still leave one person in a much weaker financial position.

Why?

Because not all assets are the same.

A retirement account, a house, a brokerage account, a pension, and cash may all have very different tax consequences, liquidity issues, risks, and long-term value.

For example, receiving more retirement assets may not help you pay the mortgage next month. Keeping the house may feel emotionally comforting, but it may also create cash flow pressure you were not expecting.

This is where a Certified Divorce Financial Analyst® can help bring clarity.

A CDFA® can help you understand:

What you own
What you owe
What you may realistically need after divorce
How different settlement options may affect your future
Whether a proposal truly supports your long-term stability
Divorce is emotional enough. The financial side should not be a guessing game.

Before you agree to a settlement, make sure you understand what it really means—not just today, but years from now.

09/03/2026

Small-cap stocks have outperformed the S&P 500 this year—a testament to the breadth in the equity market. But the question now is, will the small-cap rally continue? We are skeptical.

brightcove.net

09/02/2026

Supporting the client and the process...

Divorce attorneys carry a lot. You are navigating legal strategy, deadlines, negotiations, client emotions, and complex family dynamics.

When clients are confused about the financial pieces, it can slow the process and add stress to already difficult conversations.

My role is to help clients get financially organized, understand their assets and liabilities, think through income and expenses, and evaluate settlement options from a practical planning perspective.

When clients have a clearer financial picture, they may be better equipped to participate in informed conversations with their legal counsel.

If you are a divorce attorney looking for a trusted financial resource for your clients, I would welcome the opportunity to talk.

09/01/2026

Financial clarity during a difficult legal process...
Divorce settlements can shape a client's financial life for years.

That is why financial clarity matters before decisions are made.

As a Certified Divorce Financial Analyst, I help clients understand the financial implications of settlement options, including cash flow, asset division, retirement considerations, lifestyle needs, and planning for the next chapter.

My goal is not to replace legal guidance, but to complement it by helping clients better understand the financial realities behind the decisions they are making.

If you are a divorce attorney and have clients who would benefit from thoughtful financial guidance during the divorce process, I would be happy to be a resource.

08/29/2026

Retirement is not just ONE CHAPTER anymore
Our parents often thought about retirement as a single finish line.

Work hard. Retire. Slow down.

Today, retirement can look very different.

For many people, it is less of a finish line and more of a series of chapters. You may have a "go-go" phase with travel and family time, a "slow-go" phase with more routine, and later years where health, housing, and support needs become bigger priorities.

That is why retirement planning today is not just about one number.

It is about building flexibility.

Flexibility for how you want to spend your time.
Flexibility for markets that will not move in a straight line.
Flexibility for health care costs, family needs, housing decisions, and longevity.

The encouraging part is this: today's retirees have more options than many previous generations. The caution is that more options also require more planning.

A good retirement plan should not only ask, "Can I retire?"

It should also ask, "How might my retirement change over time, and am I prepared for that?"
A Chartered Retirement Planning Counselor CRPC® can be your thinking partner as you prepare.