Stone Point Investments

Stone Point Investments Through personalized and comprehensive financial guidance, we strive to help you identify, prioritize, and implement your financial goals and objectives.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
06/02/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
05/28/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
05/26/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

Earnings season can move markets. Find out why.
05/21/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
05/19/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
05/14/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

Even if you’re young and single, you should still consider protecting yourself with insurance.
05/12/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

The financial risks to consider when evaluating self insurance?
05/07/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

An ILIT could play a role in your estate strategy.
05/05/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

These 6 things might make your next return a prime target for an IRS audit.
04/30/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Address

W359N5002 Brown Street
Oconomowoc, WI
53066

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12625693631

Website

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