Sunstone Wealth Management

09/01/2026

Financial planning often begins with a simple question:

What would happen to the people you care about most if something unexpected occurred?

Protection is about more than finances. It's about helping create confidence, security, and stability for the people who depend on you.

Having a plan in place today can help your loved ones navigate tomorrow with greater clarity.

09/01/2026

Estate planning is often viewed as a financial exercise.

In reality, it's deeply personal.

It's about ensuring your wishes are understood, your values are reflected, and the people you care about are considered in the way you've intended.

Some of the most important planning conversations aren't about wealth. They're about what matters most.

08/25/2026

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions:

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08/24/2026

Under Chair Kevin Warsh, the Federal Reserve is shifting away from forward guidance when communicating monetary policy. Chief Economist Eugenio Alemán evaluates what this shift means for markets and interest rates:

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08/20/2026

We work together every day, so we thought it would be fun to skip the usual “get to know me” post and let each other tell you the facts instead. 🤍

08/18/2026

✨ Kinda chic to plan for your financial future, work with a team you trust, and create a life you truly love. 💫

08/14/2026

We are so incredibly proud of our Founder & President, Natasha Palmatier for being named to Forbes' 2026 list of Best-in-State Next-Gen Wealth Advisors. See the full rankings here: https://www.forbes.com/lists/best-in-state-next-gen-advisors

2026 Forbes Best-in-State Next-Gen Wealth Advisors, developed by Shook Research, is based on the period 3/31/25 to 3/31/26 and was released on 8/11/26. 53,000 nominations were received and 2,171 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4z1aHHr. Please see https://www.forbes.com/lists/best-in-state-next-gen-advisors for more info.

08/12/2026

✨ Had to jump on this trend! Such a fun way to learn a little more about the person behind the advisor. Did anything surprise you? 👀

08/11/2026

Eliminating debt might seem like the ultimate financial milestone. But the move might limit future opportunities. Learn why:

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08/10/2026

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an important type of wealth. Discover three key questions:

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