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FAQ2026 Forecast - March 2026
2025 was a year defined by resilience and steady progress despite ongoing headlines, shifting intresest rate expectations, and pockets of market volatility, the economy held firm. Inflation continued to slow, and opportunities broadened across more sectors than we've seen in years. As we look ahead to 2026, we're excited to share what these trends may mean for you and your financial plan.
2026 April Newsletter
Spring is officially here and with it, our April quarterly newsletter!
Inside, you’ll find a quick look at what’s been happening in the markets this year and why staying patient and disciplined still matters, especially when things feel a little uncertain. We’re also sharing ideas for how to make the most of a tax refund (if one’s coming your way), a few fun team updates, and some exciting save‑the‑dates we hope you’ll join us for, starting with our annual Ice Cream Social on May 14th!
8 Timeless Principles of Investing
When it comes to financial planning and investing, our greatest tool is time. This means we should be less concerned about the day-to-day, but instead focus on continuing habits that move the needle toward our long term goals.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Alex Greene, Trey Stilley, Avery Love, and Landon Mundell of Stonegate Financial were named on the 2026 Forbes Best-in-State Wealth Management Teams list.

† The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.