Stonegate Financial

07/01/2026

As we move into summer, we're excited to share our latest quarterly newsletter with you!

Inside, you'll find an update on what's been influencing the markets lately, along with a reminder of why maintaining a long-term perspective remains so important during periods of uncertainty. We're also highlighting how different types of accounts are treated when passed down, sharing a few team updates, and including a save‑the‑date for our Client Appreciation Event on October 8th featuring Headbands of Hope Founder, Jess Ekstrom.

We hope you enjoy this issue and feel free to pass it along to anyone who might find it helpful. Wishing you a wonderful Fourth of July and a great start to the holiday weekend.

fmgsuite.com

06/26/2026

Alex enjoyed a couple of days at Raymond James headquarters in St. Petersburg, FL catching up with fellow financial advisors, sharing best practices, and attending a conference focused on bringing the best portfolio solutions to our clients!

Bonus was getting to see the recently renovated, state-of-the art meeting space!

06/25/2026

We had a special guest come in for a meeting today! We always love when clients bring their fur babies in with them.

Luna was excited to meet a new friend!

06/18/2026

What if your financial plan could grow into something bigger than just numbers on a page?

In our latest video, Plant Your Financial Seeds: Grow a Legacy with Stewardship, Trey explores how viewing your wealth through the lens of stewardship can help you create a more meaningful and lasting impact.

Click below to learn how a thoughtful approach to planning can:
• Encourage a long-term vision that benefits future generations
• Strengthen the communities around you
• Bring greater purpose and fulfillment to your financial journey

keap.page

06/10/2026

Had the sweetest time celebrating Trey & Ann Garrett as they prepare to welcome baby boy #3 in July!

So much love for this growing family. We can't wait to meet their newest little guy!

05/26/2026

Last week we celebrated two very special milestones at Stonegate!

Congratulations to Henry Stilley and Sutton Clay on graduating preschool last Thursday, May 21st. We couldn't be more proud of these sweet kiddos and their bright futures ahead!

05/20/2026

We had such a great time at our annual Ice Cream Social with Two Roosters!

Thank you to everyone who came out and spent the evening with us. We are already looking forward to next year!

05/12/2026

Our advisors spent the week at the Raymond James Elevate Conference in Las Vegas. It was a great opportunity to learn, exchange ideas, and engage with industry leaders (with a memorable keynote from Jay Leno!).

As our industry evolves in the age of AI, we are committed to continuous improvement so we can better serve our clients – while most importantly keeping personal relationships at the center of everything we do.

05/07/2026

Inflation is a word we hear often, but what does it really mean for your wallet and your future?

Click below to learn about the basics of inflation, why it happens, and how it can impact your financial decisions.

keap.page

04/29/2026

We are about 2 weeks away from our annual Ice Cream Social!!

Who else is excited for some Two Roosters Ice Cream?! We look forward to seeing you on May 14th!