International Women’s Day (IWD), is a global day celebrating the social, economic, cultural, and political achievements of women. IWD marks a call to action for accelerating women’s equality and an opportunity for our financial advisors to share important information about financial topics for women.
Sherri Stephens Named to Forbes List of Best-in-State Wealth Advisors Fourth Year in a Row
[Flint, MI] – Sherri Stephens, President of Stephens Wealth Management Group located at 5206 Gateway Centre, Suite 300 Flint, MI, was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional, and independent firms, was released online February 11, 2021. The Forbes ranking …
Sherri Stephens Named to Forbes List of Best-in-State Wealth Advisors Fourth Year in a RowRead More
The Rise and Fall of GameStop Stock
Ok, so, in case you have not heard, there was this really weird thing going on with GameStop stock. GameStop, in my opinion, is going the way of Blockbuster. They have brick and mortar stores, and sell physical discs for video games, which, hello, the industry is heading towards everything online, especially with downloads of …
4th Quarter 2020 Capital Markets Review
2020 may be a year that you would like to forget, but it turned out to bode well for investors. A significant part of the returns from last year came from the performance of large cap technology stocks (see page 23). The S&P 500 ended the year up 18.4%. Information technology was the best performing …
2020 Year End Tax and Financial Planning Replay
2020 Year-End Tax and Financial Planning review with Melissa Joy, Sherri Stephens, and Christine Waun.
4th Quarter 2020 SWMG Newsletter
Where do you begin to summarize a year like 2020? A global pandemic, extreme weather and natural disasters, remote work and school, historically volatile markets, and a hotly contested presidential election all contributed to a roller coaster year. The year was tumultuous and unprecedented. From an economic standpoint, we started on a high note with …
3rd Quarter 2020 Capital Markets Review
The stock market has been on a wild ride so far in 2020, having had the fastest decline from record highs to a bear market as the coronavirus pandemic set in and the economy ground to a halt. We then had the quickest recovery on record as stocks sharply rebounded back to all-time highs in …
Sherri Stephens – Awarded Forbes 2020 Top Women Wealth Advisors
Sherri Stephens of Stephens Wealth Management Group was named to the Forbes list of America’s Top Women Advisors. The list, which recognizes female advisors from national, regional, and independent firms, was released on April 21, 2020. The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone …
Sherri Stephens – Awarded Forbes 2020 Top Women Wealth AdvisorsRead More
Sherri Stephens with Raymond James Financial Services, member FINRA/SIPC, was recently named to Barron’s list of the “Top 1,200 Financial Advisors.”
The prestigious 2020 list was published March 14 and draws from all 50 states, plus the District of Columbia. Barron’s, a financial outlet published by Dow Jones & Co., produced the listing of distinguished advisors after weighing criteria such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic …
Sherri Stephens, President of Stephens Wealth Management Group, named to Forbes 2020 Best-In-State Wealth Advisors
Sherri Stephens was recently named to the prestigious 2020 Forbes list of Best-in-State Wealth Advisors. The list recognizes top financial advisors at banks, brokerages, custodians, insurance companies, clearing houses and more across the United States. Advisors nominated by their firms are then researched, interviewed and assigned a ranking within their respective states, by Forbes. Unlike …