Stein Financial Group

01/12/2026

A new year means new beginnings and fresh opportunities waiting to unfold. Embrace the magic ahead in 2026!

01/09/2026

RMD rules keep changing, and small mistakes can lead to unnecessary taxes. Join our upcoming RMD webinar to learn what's changed, when your distributions begin, and how to avoid costly missteps. Register here to save your spot: https://zoom.us/webinar/register/3017665072646/WN_0fLWIRfLSGO0CEaVl39SlA

01/07/2026

As the U.S. enters 2026, economists are watching several key factors that may influence the economic landscape in the year ahead. While growth held up better than expected in 2025, many households continue to feel pressure from elevated costs.



Among the biggest questions are whether inflation will continue to cool, how the Federal Reserve may respond to changes in employment, and whether housing affordability will improve gradually over time. Professionals are also monitoring how the adoption of artificial intelligence could affect job growth and productivity, as well as whether stock market gains can be broadened beyond a small group of leading companies.



Taken together, these factors suggest a year shaped less by dramatic shifts and more by gradual adjustment, as businesses and consumers respond to evolving economic conditions.

From stubbornly high living costs to a softer labor market, economists say these are the forces that will shape the year ahead.

01/01/2026

Cheers to a bright and fulfilling 2026! Wishing you a year filled with growth, gratitude, and new opportunities.

12/31/2025

January is your reminder to pause, reconnect with what matters, and start 2026 believing that you are enough. Read Jeff's newest blog for a thoughtful reset!

January gives us a natural pause, a chance to take a breath, look around, and think about what really matters. There is nothing magical about the calendar changing or another year beginning. What is special is that we are here. We were given another day, and with that day comes...

12/21/2025

Wishing you a season filled with joy, gratitude, and peace. However you celebrate, we hope this time of year brings you meaningful moments with the people who matter most!

12/17/2025

Italian cooking has received global recognition: UNESCO has officially added the traditions surrounding Italian food preparation and shared meals to its list of the world’s “intangible” cultural heritage.



Rather than focusing on specific recipes, the designation highlights the cultural importance of Italy’s food rituals. From Sunday family lunches to grandmothers teaching grandchildren how to fold tortellini dough, to the emphasis on fresh, seasonal ingredients, and coming together around the table.



Italy emphasized the sustainability, regional diversity, and social connection embedded in its cuisine. This recognition joins earlier food-related entries on the UNESCO list, including the French gastronomic meal and Naples’ traditional pizza-making.

Italian food is known and loved around the world for its fresh ingredients and palate-pleasing tastes, but the U.N.’s cultural agency is giving foodies another reason to celebrate their pizza, pasta and tiramisu by listing Italian cooking as part of th...

12/12/2025

A power of attorney isn’t just for the elderly or the wealthy, it’s for almost everyone. This week, Anthony explains the difference between financial and medical POAs and why putting one in place now can save your family stress later. Check it out here:

In this video, Anthony breaks down the difference between financial/legal power of attorney and medical power of attorney—two roles that are often misunderst...

12/11/2025

Make 2026 the year you feel truly in control of your retirement plan! Join us for a clear, easy-to-follow walk through of the most important updates and opportunities for the year ahead. Register here for our 2026 Kick-Off webinar happening next week on December 17th at 12pm: https://zoom.us/webinar/register/5317641735184/WN_OVrvATxASLq--tBBnPAbBQ

12/11/2025

A new Realtor.com analysis indicates that home prices may decline in 22 of the 100 largest U.S. cities in 2026, with most of the projected decreases concentrated in the South and West. Seven of the eight largest cities in Florida are expected to see price drops, with the Cape Coral–Fort Myers area forecast to fall 10.2%, the steepest decline in the country.



The North Port–Sarasota–Bradenton region is projected to follow with an 8.9% decline. These metros saw significant demand during the pandemic boom, and rising inventory and more balanced conditions are now contributing to softer price expectations.



While 22 cities are slated for declines, prices in the remaining large metropolitan areas are still expected to rise, albeit modestly, with a median increase of approximately 4%. The report also notes a potential uptick in existing-home sales, which are projected to reach 4.13 million in 2026.

A new report from Realtor.com projects that the housing market will shift in a more buyer-friendly direction in 2026.

12/08/2025

Success isn't just about the outcome—it's about how you respond along the way. Happy Monday!

12/04/2025

The most powerful part of your legacy isn’t always the dollars, it’s the stories, values, and experiences only you can pass on! Don’t forget to consider the intangible gifts your family will cherish long after you’re gone.

In this clip, Anthony shares why the most meaningful legacy often isn’t financial at all—it’s the values, stories, and life lessons you pass on. He reminds v...