What's New at Stonegate?
August 2008 Steve Named as Top Advisor by Worth Magazine
WORTH Magazine has recognized Steve Craffen, MBA, CFA, Stonegate Wealth Management, Inc., as one of an elite group of wealth advisors. Advisors are chosen for their expertise, integrity and dedication to the field of wealth management. The list of only 250 individuals across the country will be published in the October/November 2008 issue of the magazine. Hundreds of advisors vie for the honor. The selected executives are the result of months of extensive research and rigorous analysis by WORTH Magazine's staff.
The professionals who earn this distinction are chosen for their outstanding expertise, insight, trustworthiness and commitment to their clients' needs. The magazine says this exclusive group of executives represents the very finest that the wealth management profession has to offer.
5/1/2008 Steve Elected to NAPFA Regional Board
Steve was elected to serve on NAPFA's Eastern Regional Board. He will serve as study group director for the eastern region. Board members serve for a term of two years.
4/15/2008 Tom Quoted in Kipplingers Retirement Report
Tom was quoted in the April 2008 edition of Kipplingers Retirement Report. Tom discussed how retirees can help set up an automatic "paycheck" from their portfolio when they retire.
4/14/2008 Steve Receives Certified Divorce Financial Analyst (CDFA) Designation
Steve completed a specialized educational program in professional divorce planning and was awarded the designation of CDFA. CDFA's are trained to provide financial information and assistance to people in divorce, including tax issues, settlement options and evaluating the financial ramifications of options for awarding child and spousal support.
10/26/2007 Stonegate Purchases Rebalancing Software
Stonegate is now in the process of purchasing a software package that will enable us to automate the rebalancing of our clients accounts. This software will allow us to test to see if rebalancing should be performed on a very frequent basis allowing us to take advantage of market volatility to our clients advantage. This system will also help us make our trading systems more efficient. This will benefit our clients greatly. We expect to have this system fully integrated in our systems by early 2008. The cost of this system exceeds tens of thousands.
10/20/2007 Steve Speaks at NAPFA Eastern Regional Conference
Steve was part of a two session, three person panel that discussed SEC audits. The first session discussed how to prepare for them and the second session discussed what to do when the SEC knocks on your door. All three panel members had been through an audit within the last few years and were also designated as the Chief Compliance Officer at their firm.
10/7/2007 Tom Becomes Ed Slott Elite IRA Advisor
Ed Slott is well known within the industry for his efforts to educate advisors on the intricacies of IRA's, including their distribution and taxation, and issues that arise when they are inherited. He holds special training sessions that enable a select few of the hundreds of thousands of advisors in the country to call themselves an Ed Slott Elite IRA Advisor. Tom has completed all the requirements to be considered an elite advisor.
