Sandstone Wealth Management

10/15/2026

2026 brought some changes to the tax planning playbook, and a few could make a difference in your year-end financial decisions.

The good news? There's still time to make some moves before December 31!

10/08/2026

Between rising interest rates, global uncertainty and questions surrounding AI, investors have plenty to be nervous about.
Yet, stocks keep climbing. 🤔

So, what's keeping markets moving higher? And how long can it last?

More from Tyler ⬇️

10/06/2026

💰 Same tax season. Different playbook.

The year-end moves that make sense in your 30s or 40s may look a whole lot different when you’re approaching retirement, or thinking about the legacy you’ll leave behind.

From retirement contributions and Roth conversions to charitable giving and estate planning, where you are in life matters when deciding what moves to make before year-end.

So, what should be on your year-end checklist? 👀

The right year-end moves depend on where you are in your financial life rather than a single universal checklist. Each stage calls for distinct guidance.

09/29/2026

🍂 Fall isn’t just for football and pumpkin spice...it’s also a good time to talk taxes.

Before the year-end rush hits, there are several financial moves worth reviewing, including tax-loss harvesting, retirement contributions, Roth conversions and more. 📊

A little planning now could help you head into year-end feeling more prepared. ⬇️

Maxing out retirement account contributions is more manageable when you start in the fall.

09/24/2026

📅 April may be tax season, but fall is planning season.

Many financial decisions that affect next spring’s tax return need to happen before December 31. From the timing of income and deductions to retirement contributions, a little planning now can help you make more informed decisions before the year closes.

Don’t wait until the numbers are already set. ⬇️

09/15/2026

👏2️⃣0️⃣👏

Congrats to Jodi Fisher for celebrating two decades of service! Thank you for you continued dedication to our clients.

www.SandstoneWealthManagement.com

09/02/2026

📈 Strong profits. Big AI investments. Plenty of headlines.

So, what does it all mean for investors? Tyler breaks it down. ⬇️

While volatility has increased at times, the backdrop for investors remains fundamentally well supported.

08/26/2026

When does a financial advisor make sense?

✅ Approaching Retirement
✅ Navigating Major Life Events
✅ Balancing Multiple Financial Goals

Choosing to work with an advisor doesn’t mean giving up independence — it means recognizing the value of having a knowledgeable partner as you plan for your financial future.

www.SandstoneWealthManagement.com

08/19/2026

What does a financial advisor actually do? 🤔

Hint: It’s about more than watching the markets.

A financial advisor can help you look at the bigger picture—from investments and retirement planning to taxes, risk and the financial decisions that come with life’s changes. ⬇️

Discover the core responsibilities, the range of services available, and the qualities that define a strong advisor relationship.

08/13/2026

A financial advisor’s role goes well beyond managing investments. At its best, it’s about helping you connect the dots across every part of your financial life, so decisions feel more intentional and less overwhelming.

For some investors, that means building a strong foundation. For others, it’s about managing growing complexity. In either case, the value often comes from having a single, cohesive plan — and someone to help you adjust it as life changes.

www.SandstoneWealthManagement.com