Newsletters & Articles

This area is a collection of announcements, informationals, detailed articles, and much more. Explore all of our resources and posts below.

Announcements

We like to keep our clients and community informed of essential information as it pops up. This area also includes social announcements and guest articles.

Waterstone Times

A news blast series that keeps our clients up to date with the latest and greatest in the office.

Journal
Waterstone Times Vol. 2
Waterstone Times
Waterstone Times Vol. 2
Waterstone Times

We are thrilled to bring you a fresh copy of the Waterstone Times- a newspaper with all of our latest and greatest news in the office and beyond. Enjoy the read- straight off the press- and we look forward to hearing from you soon!

Waterstone Times
Waterstone Times Vol. 1
Waterstone Times
Waterstone Times Vol. 1
Waterstone Times

We are thrilled to bring you a fresh copy of the Waterstone Times- a newspaper with all of our latest and greatest news in the office and beyond. Enjoy the read- straight off the press- and we look forward to hearing from you soon!

Waterstone Times
Featured
Annual Compliance Update: The Sequel You Didn’t Ask For (But Still Need to Read)
Announcements
Annual Compliance Update: The Sequel You Didn’t Ask For (But Still Need to Read)
Announcements

Annual Compliance Update:  The Sequel You Didn’t Ask For (But Still Need to Read)

Announcements
Tax Season: Everything you Need to Know
Informational
Tax Season: Everything you Need to Know
Informational

Tax Season: Everything you Need to Know

Informational
Reassurance on Recent Microsoft, CrowdStrike Outage
Announcements
Reassurance on Recent Microsoft, CrowdStrike Outage
Announcements

Reassurance on Recent Microsoft/ CrowdStrike Outage

Announcements
AssetMark Announcement
Announcements
AssetMark Announcement
Announcements

AssetMark Announcement

Announcements
Our Annual Compliance Disclosures: Not Your Average Bedtime Story
Announcements
Our Annual Compliance Disclosures: Not Your Average Bedtime Story
Announcements

Our Annual Compliance Disclosures: Not Your Average Bedtime Story

Announcements
Where in the World is Andy Barnett?
Announcements, Personal Stories
Where in the World is Andy Barnett?
Announcements, Personal Stories

Waterstone News: Where in the World is Andy Barnett?

Announcements, Personal Stories
Nurturing Compliance: Operations Manager & Motherhood
Announcements
Nurturing Compliance: Operations Manager & Motherhood
Announcements

Nurturing Compliance: Operations Manager & Motherhood

Announcements
Announcement: Our New Vice President
Announcements
Announcement: Our New Vice President
Announcements

Announcement:  Our New Vice President

Guest Article:  Women in Finance

Announcements
The Story of SIPS: Innovation, Expansion + Education
Personal Stories
The Story of SIPS: Innovation, Expansion + Education
Personal Stories

The story of James' financial planning software, from the perspective of his daughter.

Personal Stories
Our Enhanced Cybersecurity Measures
Announcements
Our Enhanced Cybersecurity Measures
Announcements

Building Stronger Defenses: Safeguarding Your Financial Data

Announcements
Waterstone Financial Continues to Grow
Announcements
Waterstone Financial Continues to Grow
Announcements

Waterstone Financial Continues to Grow. Read More About Our New Changes.

Announcements
Introducing our Newest Team Members
Announcements
Introducing our Newest Team Members
Announcements

We are so excited to introduce the newest members of our team at Waterstone Financial!

Announcements
The Waterstone Roadmap To Financial Planning Success
Announcements
The Waterstone Roadmap To Financial Planning Success
Announcements

Following our recent announcement detailing how we'll combine our resources, teams, and expertise with GFA, you might be wondering whether the service and experience you're accustomed to will change going forward. 

Announcements

Financial Pillars Series

A unique series that follows the story of our fictional character, Alex. This series is educational and entertaining as we discuss our financial pillars.

Journal
Financial Pillars Series: Part 3
Financial Pillars Series
Financial Pillars Series: Part 3
Financial Pillars Series

Tax Planning: Navigate and Optimize

Part 3 of the Design, Build, and Test Series

Financial Pillars Series
Financial Pillars Series: Part 5
Financial Pillars Series
Financial Pillars Series: Part 5
Financial Pillars Series

Investment Planning: A Balancing Act

Part 5 of the Design, Build, and Test Series- The Finale

Financial Pillars Series
Financial Pillars Series: Part 4
Financial Pillars Series
Financial Pillars Series: Part 4
Financial Pillars Series

Estate Planning: Beyond Tomorrow

Part 4 of the Design, Build, and Test Series

Financial Pillars Series
Financial Pillars Series: Part 2
Financial Pillars Series
Financial Pillars Series: Part 2
Financial Pillars Series

Lifestyle Planning: Building the Foundation

Part 2 of the Design, Build, and Test Series

Financial Pillars Series
Financial Pillars Series: Part 1
Financial Pillars Series
Financial Pillars Series: Part 1
Financial Pillars Series

Join us on this 6-part series that will introduce you to the story of Alex, our underdog protagonist, who is on a journey of financial discovery. In the next couple of months, you’ll discover our 4 pillars of financial philosophies and Alex is going to guide the way.

Financial Pillars Series

Market Reports

We like to keep our clients and community informed of essential information as it pops up. This area also includes social announcements and guest articles.

Journal
Market Update: Key Economic Insights and What They Mean for You
Market Reports
Market Update: Key Economic Insights and What They Mean for You
Market Reports

 Key Economic Insights and What They Mean for You

Market Reports
Market Report: Economic Growth & GDP Returns
Market Reports
Market Report: Economic Growth & GDP Returns
Market Reports

Market Report: Economic Growth & GDP Returns

Market Reports