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Blog

Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Eric Dorman | Sep 16, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A couple working in their kitchen together
Eric Dorman | Sep 16, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Eric Dorman | Sep 16, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Hand holding a large bundle of balloons
Eric Dorman | Sep 16, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Hand holding a page with several charts on it
Eric Dorman | Sep 16, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Orefield PA 18069

Phone: 484-297-2199

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The Stone X Wealth Management Inc. Financial Representatives associated with this website may discuss and/or transact securities business only with residents of the following states: CA DE FL MO NC NJ NY OH PA SC TN TX UT VA VT WA

Securities offered through Stone X  Securities Inc. Member FINRA and SIPC. Advisory Services offered through Stone X  Advisors Inc.

Affiliated Financial Planners is not affiliated with Stone X Wealth Management Inc. or Stone X  Advisors Inc. Form CRS

Investing involves risk, including the possible loss of principal invested.

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