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Goldstone Financial Group We Help People Live a Life in Retirement Worthy of the Sacrifices They've Made to Get There Are your accounts still exposed to potential losses? If so, why?

Goldstone’s practice thrives on making a complex world of financial products and choices simple and effective. Goldstone utilizes financial vehicles that help protect and preserve client’s principal from loss while being positioned to participate in the potential growth of the market. It is Goldstone’s belief that not losing money is just as important as making money on investments. After all, investing is not just about how much we make, it’s also about how much we keep. Investment Advisory Services offered through Goldstone Financial Group, LLC (GFG), an SEC Registered Investment Advisor.

Today we're celebrating three fabulous years of MJ at Goldstone! 💙🎉If you’ve visited our corporate headquarters, there’s...
10/17/2026

Today we're celebrating three fabulous years of MJ at Goldstone! 💙🎉

If you’ve visited our corporate headquarters, there’s a good chance Melissa Johnston, Client Relations Associate has been one of the first smiling faces to welcome you. With her warm personality and welcoming presence, she helps make every visit feel a little more personal.

Here are a few things that bring MJ joy:

☕ Go-to coffee order: Iced skinny vanilla latte
🧘‍♀️ Newest hobby: Hot yoga
💕 Could talk about for hours: Her family
💖 Always within arm's reach: Her Barbie Stanley cup
❤️ Most-used emoji: Hearts, of course!

Happy 3rd Goldstone anniversary, Melissa! Thank you for making our office a warmer, brighter place for everyone who walks through our doors.

🎉 Join us in wishing a very Happy Birthday to Amy Fillers, Digital Content Manager at Goldstone Financial Group!With a p...
10/16/2026

🎉 Join us in wishing a very Happy Birthday to Amy Fillers, Digital Content Manager at Goldstone Financial Group!

With a passion for bringing creative ideas to life, Amy is always looking for new, meaningful ways to share the Goldstone story and the values that make our team who we are. For Amy, family always comes first, and that same appreciation for people and meaningful connections inspires the heart she brings to her work.

Here's to another year of creativity, adventures, and making wonderful memories! 💙

10/15/2026

What should you review before keeping your Medicare plan for another year?

A lower monthly premium may look appealing, but it does not show the full cost of your coverage.

In this clip, Galo Baca, CFP®, Senior Financial Advisor at Goldstone Financial Group, explains why it is important to confirm that your doctors and specialists remain in-network while also reviewing deductibles, copayments, out-of-pocket expenses, and any care you may need in the coming year.

In the full Ask an Advisor video, Galo also covers prescription coverage, plan changes and how healthcare expenses fit within your retirement income plan.

To understand what deserves your attention during Medicare Open Enrollment, watch “Medicare Open Enrollment 2027: What Should You Review?” on our YouTube channel → Link in comments.

Record-breaking stocks. Treasury yields at 24-year highs. A major energy deal with Russia. And an election just weeks aw...
10/14/2026

Record-breaking stocks. Treasury yields at 24-year highs. A major energy deal with Russia. And an election just weeks away.

The fourth quarter is putting investors on alert. A newly announced diesel supply agreement, shifting interest rate expectations, and the approaching midterm elections are adding new layers to an already complex market environment.
What are we monitoring? How these developments could influence inflation, interest rates, and the direction of markets in the weeks ahead.

In this week's Market Recap & Outlook, Matthew Rice, CFA, CAIA, Chief Investment Officer at Goldstone Financial Group, breaks down the latest market movements, economic developments, and what investors should be watching next. 📊 → Link in comments.

10/13/2026

💬 What is the difference between trading and investing?

Galo Baca, CFP®, Senior Financial Advisor at Goldstone Financial Group, breaks down the distinction.

Trading typically focuses on short-term price movements, while investing takes a long-term approach to building wealth. For younger investors, staying focused on the long term can give your money more time to grow and benefit from compounding.

Have more financial questions? Email them to [email protected] for a chance to be featured in a future video.

Great retirement planning starts with great people, and we’re excited to introduce two of the advisors who help bring th...
10/12/2026

Great retirement planning starts with great people, and we’re excited to introduce two of the advisors who help bring the Goldstone experience to life!

Meet Brian Korienek, Partner & Vice President of Wealth Management, and Andrew Owen, Senior Financial Advisor.

Brian began his career at the Chicago Board of Trade before discovering that his passion for finance was matched by his passion for helping people. Today, he focuses on investment strategies, managing portfolio risk, and helping clients make informed financial decisions.

Andrew brings a decade of financial industry experience, specializing in investment management and retirement income planning. He enjoys helping individuals and families connect the pieces of their financial picture as they prepare for the next chapter of life. Outside the office, you might find him exploring a new restaurant, catching a live show, or playing golf.

One shared commitment: helping people make the most of the retirement they’ve worked hard to build.

🎉 Help us wish a very Happy Birthday to Maria Provenzano, Operations Analyst!Maria brings a thoughtful, detail-oriented...
10/12/2026

🎉 Help us wish a very Happy Birthday to Maria Provenzano, Operations Analyst!

Maria brings a thoughtful, detail-oriented approach to everything she does. Her dedication to making things better, collaborative spirit, and commitment to our team make her a valued part of Goldstone!

Maria, we appreciate all that you do and hope the year ahead is filled with new adventures and lots of joy! 💙

🎉 Please join us in wishing a very Happy Birthday to Sharon Applegate, Director of Account Specialists & Client Servicin...
10/09/2026

🎉 Please join us in wishing a very Happy Birthday to Sharon Applegate, Director of Account Specialists & Client Servicing Team!

Sharon brings dedication, consistency, and a genuine commitment to the people around her. Her leadership and behind-the-scenes efforts play an important role in keeping our team connected and our clients well cared for.

Sharon, we appreciate all that you do and hope your birthday is filled with the same joy you bring to Goldstone. 💙

10/08/2026

Should you retire now or work a few more years?

Andrew Owen, Senior Advisor at Goldstone Financial Group, explains why the decision involves more than reaching a certain age or savings balance. It starts with understanding how much income your desired lifestyle may require, including living expenses, travel, hobbies, taxes, healthcare, and inflation.

In the full Ask an Advisor video, “Should You Retire Now or Work a Few More Years?”, Andrew also covers how Social Security, pensions, real estate income, and retirement assets can work together to help cover your income needs.

To learn how to evaluate your financial readiness and approach your retirement timeline with greater clarity, watch the full video on our YouTube channel → Link in comments.

Q3 2026 was a quarter of sharp contrasts.The S&P 500 gained 2.3%, but market leadership narrowed as small caps, mid caps...
10/07/2026

Q3 2026 was a quarter of sharp contrasts.

The S&P 500 gained 2.3%, but market leadership narrowed as small caps, mid caps, bonds and real estate came under pressure. Treasury yields climbed, the Federal Reserve raised rates for the first time since 2023, and renewed conflict in the Middle East pushed oil prices sharply higher.

As Q4 begins, the picture is shifting again. Cooler inflation and weaker hiring data have changed expectations for the Fed, while energy prices, interest rates and concentrated equity leadership remain important factors to watch.

In the latest Market Recap, Matthew Rice, CFA, CAIA, Chief Investment Officer at Goldstone Financial Group, examines what drove markets during the third quarter, what changed beneath the major indexes and the key developments he’s watching in the months ahead.

→ Link in comments.

Address

18W140 Butterfield Road Ste 1600, Oakbrook Terrace
Villa Park, IL
60181

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 5pm
Saturday 10am - 2pm

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