Goldstone Financial Group

Goldstone Financial Group We Help People Live a Life in Retirement Worthy of the Sacrifices They've Made to Get There Are your accounts still exposed to potential losses? If so, why?

Goldstone’s practice thrives on making a complex world of financial products and choices simple and effective. Goldstone utilizes financial vehicles that help protect and preserve client’s principal from loss while being positioned to participate in the potential growth of the market. It is Goldstone’s belief that not losing money is just as important as making money on investments. After all, investing is not just about how much we make, it’s also about how much we keep. Investment Advisory Services offered through Goldstone Financial Group, LLC (GFG), an SEC Registered Investment Advisor.

🎉 Please join us in wishing a very Happy Birthday to Sharon Applegate, Director of Account Specialists & Client Servicin...
10/09/2026

🎉 Please join us in wishing a very Happy Birthday to Sharon Applegate, Director of Account Specialists & Client Servicing Team!

Sharon brings dedication, consistency, and a genuine commitment to the people around her. Her leadership and behind-the-scenes efforts play an important role in keeping our team connected and our clients well cared for.

Sharon, we appreciate all that you do and hope your birthday is filled with the same joy you bring to Goldstone. 💙

10/08/2026

Should you retire now or work a few more years?

Andrew Owen, Senior Advisor at Goldstone Financial Group, explains why the decision involves more than reaching a certain age or savings balance. It starts with understanding how much income your desired lifestyle may require, including living expenses, travel, hobbies, taxes, healthcare, and inflation.

In the full Ask an Advisor video, “Should You Retire Now or Work a Few More Years?”, Andrew also covers how Social Security, pensions, real estate income, and retirement assets can work together to help cover your income needs.

To learn how to evaluate your financial readiness and approach your retirement timeline with greater clarity, watch the full video on our YouTube channel → Link in comments.

Q3 2026 was a quarter of sharp contrasts.The S&P 500 gained 2.3%, but market leadership narrowed as small caps, mid caps...
10/07/2026

Q3 2026 was a quarter of sharp contrasts.

The S&P 500 gained 2.3%, but market leadership narrowed as small caps, mid caps, bonds and real estate came under pressure. Treasury yields climbed, the Federal Reserve raised rates for the first time since 2023, and renewed conflict in the Middle East pushed oil prices sharply higher.

As Q4 begins, the picture is shifting again. Cooler inflation and weaker hiring data have changed expectations for the Fed, while energy prices, interest rates and concentrated equity leadership remain important factors to watch.

In the latest Market Recap, Matthew Rice, CFA, CAIA, Chief Investment Officer at Goldstone Financial Group, examines what drove markets during the third quarter, what changed beneath the major indexes and the key developments he’s watching in the months ahead.

→ Link in comments.

10/06/2026

“If I call, I get an answer right away.”

Now in their fourth year of retirement, Robert and Mary Gruber reflect on their first experience working with a financial firm. What has stood out most is the support they have received from their advisor, Joe, from helping with their questions to being readily available whenever they need an answer.

At Goldstone Financial Group, we’re grateful for the trust Robert and Mary have placed in our team as they navigate retirement.

This is a testimonial from current clients. We do not compensate clients for sharing their thoughts or experiences. While we appreciate all feedback, it’s essential to recognize that each client’s situation is unique and should not be construed as the experience of all current and former clients.

Today we’re celebrating Melissa DaRosa, Controller, and an incredible 11 years as part of Team Goldstone! 🎉 Here are som...
10/06/2026

Today we’re celebrating Melissa DaRosa, Controller, and an incredible 11 years as part of Team Goldstone! 🎉 Here are some of her little moments of joy in a work day:

🎶 Commute soundtrack: Taylor Swift or Selena Gomez
☕ Go-to coffee order: Peppermint mocha latte with whipped cream and chocolate drizzle
🌎 Could talk about for hours: Current U.S. and global events
❤️ Most-used emoji: HEARTS. And then probably a few more hearts.

For 11 years, Melissa has been part of Goldstone’s growth, bringing her dedication, skill level, and heart to the team along the way.

Happy Goldstone anniversary, Melissa! We’re so glad you’re part of the Goldstone story. 💙

There’s a whole team behind every Goldstone relationship.That means more people are asking questions, doing the research...
10/04/2026

There’s a whole team behind every Goldstone relationship.

That means more people are asking questions, doing the research, sharing perspective and staying engaged in the details that matter to our clients.

Justin Reppy and Frank Moorman are part of that collaborative culture, bringing a strong commitment to their work and to the people we serve.

Because around here, planning has always been a team sport.

10/03/2026

Part 1 of our webinar series, “Retirement Planning Milestones,” is available to watch now!

In this webinar, Joshua Beachler, CFP®, Senior Advisor at Goldstone Financial Group, takes a closer look at the financial decisions that often come into focus around age 50 and how thoughtful planning at this stage can help prepare you for the years ahead.

Watch “Retirement Planning Milestones Part 1 | Age 50: What You Need to Know” on our YouTube channel → Link in comments.

Today we’re celebrating Joshua Beachler, CFP®, Senior Financial Advisor, and his first year with Team Goldstone. 🎉 And a...
10/02/2026

Today we’re celebrating Joshua Beachler, CFP®, Senior Financial Advisor, and his first year with Team Goldstone. 🎉 And after a year of getting to know Josh, a few things have become pretty clear:

🎶 Instant good mood song: Any country music and of course “Bear Down”
📱 Can’t leave home without: Phone, wallet, keys... in that order
🔎 Most-used app: Google, mostly to double-check the spelling of words he definitely should know how to spell
🎤 Skill he’d instantly master: Singing, because he’s convinced he would crush karaoke night

Josh has brought plenty of energy, personality and dedication to his first year at Goldstone, and we’re excited for what year two has in store.

Want to spend a little more time with Josh? His new Retirement Planning Milestones webinar series is officially underway, and Episode 1 is available now. Tune in as Josh walks through important planning considerations at different stages on the road to and through retirement.

▶️ Watch Episode 1 at the link in comments

Happy 1st Goldstone anniversary, Josh!

What are the biggest risks to a successful retirement?Some can arrive quickly, while others may build so gradually that ...
10/01/2026

What are the biggest risks to a successful retirement?

Some can arrive quickly, while others may build so gradually that you barely notice their impact.

Sequence-of-returns risk, longevity, healthcare costs, and long-term care can each affect how long your savings last and the choices available later in retirement.

Swipe through for four risks worth preparing for, then read our latest blog to uncover the rest and explore planning considerations that can help you build more flexibility into your plan → Link in comments.

What happens when both interest rates and stocks keep rising?The 10-year Treasury yield climbed above 5.2%, reaching its...
09/30/2026

What happens when both interest rates and stocks keep rising?

The 10-year Treasury yield climbed above 5.2%, reaching its highest level since 2007, while the S&P 500 gained 1.2% for the week. At the same time, developments involving Iran, global oil flows and U.S.-China trade added more for markets to weigh heading into October.

Matthew Rice, CFA, CAIA, Chief Investment Officer at Goldstone Financial Group, examines what’s driving these moves, what they could mean for investors and the key developments he’s watching next in this week’s Market Recap & Outlook. 📊

→ Link in comments.

Address

18W140 Butterfield Road Ste 1600, Oakbrook Terrace
Villa Park, IL
60181

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 5pm
Saturday 10am - 2pm

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