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, inv

esting 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.

📈 What fueled the market's ninth straight week of gains? In this week's Market Recap & Outlook, Goldstone Chief Investme...
06/09/2026

📈 What fueled the market's ninth straight week of gains?

In this week's Market Recap & Outlook, Goldstone Chief Investment Officer Matthew Rice, CFA, CAIA, highlights four key trends investors are watching:

• AI infrastructure demand surged
• Semiconductor stocks led the AI trade in May; Micron rose 80%+ and SanDisk gained nearly 50%
• The S&P 500 recorded its 9th consecutive weekly gain, approximately 5% in May
• Iran diplomacy sent oil lower and helped lift stocks

AI isn't just a story anymore. Companies supplying the infrastructure behind AI are reporting demand growth of more than 750%, and investors are rewarding them accordingly. Historically, streaks like this tend to spark questions about whether momentum can continue or whether investors should prepare for more volatility.

Read Matt's full update for all the details at the link in comments.

The most expensive parts of summer might surprise you...From dining out and social gatherings to weekend trips, activiti...
06/08/2026

The most expensive parts of summer might surprise you...

From dining out and social gatherings to weekend trips, activities for kids and grandkids, seasonal hobbies, and outdoor projects around the house, summer often brings a variety of expenses that can add up quickly. We've highlighted some of the areas where people tend to spend more during the summer season.

Many of these costs are tied to enjoying the season, making memories, and taking advantage of the warmer weather. Being aware of them ahead of time can help you better prepare for everything on your summer calendar.

What do you find yourself spending the most on during summer? ☀️

⭐️⭐️⭐️⭐️⭐️ Thank you, Catherine, for another 5-star review!Helping people prepare for and navigate retirement is a respo...
05/30/2026

⭐️⭐️⭐️⭐️⭐️ Thank you, Catherine, for another 5-star review!

Helping people prepare for and navigate retirement is a responsibility we value deeply. We know this chapter represents years of hard work, sacrifice, and planning, and we're grateful to play a role in helping clients move forward with greater clarity and confidence.



The testimonials and reviews are provided voluntarily by our current clients. We do not compensate any persons for sharing their thoughts or experiences.

05/29/2026

Markets may still be near highs, but many consumers are not feeling particularly optimistic right now.

, CFP®, Senior Advisor at Goldstone Financial Group, recently joined to discuss the recent market pullback, inflation concerns, and why consumer sentiment continues to feel weaker than broader market performance may suggest.

In the full interview, Phillip also shares perspective on oil prices, interest rates, and the broader economic trends shaping today’s market environment.

Watch the full WGN Radio interview on our YouTube channel → Link in comments.

Your Weekly Market Recap & Outlook compiled by Goldstone Chief Investment Officer, Matthew Rice, CFA, CAIA.The S&P 500 h...
05/28/2026

Your Weekly Market Recap & Outlook compiled by Goldstone Chief Investment Officer, Matthew Rice, CFA, CAIA.

The S&P 500 has now posted 8 straight weeks of gains, even as investors continue navigating inflation concerns, elevated Treasury yields, and uncertainty surrounding future Federal Reserve rate cuts.

At the same time, strong earnings from major technology and AI-focused companies continue helping support broader market momentum in 2026.
For investors nearing or living in retirement, today’s market environment is a reminder that headlines change quickly — but disciplined long-term planning remains essential.

In this week’s market recap, we break down:
• Why markets continue climbing despite volatility
• What higher interest rates mean for retirement planning
• How AI and technology earnings are influencing markets
• Key themes investors should continue monitoring in 2026

Read Matt's insights at the link in comments.


Happy Birthday to Anthony Pellegrino, Founder & CEO of Goldstone Financial Group! 🎉Today, we celebrate not only this mil...
05/28/2026

Happy Birthday to Anthony Pellegrino, Founder & CEO of Goldstone Financial Group! 🎉

Today, we celebrate not only this milestone birthday, but also the vision, determination, and relentless commitment you bring to growing both your people and your purpose. Your leadership continues to inspire those around you to strive for more, think bigger, and serve others with intention.

To so many on this team and especially to your family, you are “Superman” 🦸‍♂️ — always showing up, leading from the front, and carrying an unwavering drive to help others succeed. To make the sacrifices all worth it.

Thank you for building a culture centered on growth, opportunity, and making a meaningful impact. Wishing you a year ahead filled with happiness, continued success, and time to celebrate all you’ve accomplished!

This Memorial Day, we remember and honor the brave men and women who made the ultimate sacrifice in service to our count...
05/25/2026

This Memorial Day, we remember and honor the brave men and women who made the ultimate sacrifice in service to our country.

We would also like to extend a special tribute to our clients and their families who have served. Your dedication, commitment, and contributions are deeply appreciated.

As we spend time with family and loved ones this Memorial Day, we reflect with gratitude and remember those whose courage and selflessness made so much possible.

From all of us at Goldstone Financial Group, we wish you a peaceful Memorial Day.

Happy Birthday to Melissa DaRosa, Controller at Goldstone Financial Group! 🎉Your organization, loyalty, and dedication t...
05/22/2026

Happy Birthday to Melissa DaRosa, Controller at Goldstone Financial Group! 🎉

Your organization, loyalty, and dedication to the team help keep everything running smoothly behind the scenes each and every day.

We’re grateful for all that you do and hope your birthday is filled with happiness, celebration, and well-deserved time to enjoy with loved ones!

In observance of Memorial Day, our offices will be closed on Monday, May 25. 💙We take this time to honor and remember th...
05/22/2026

In observance of Memorial Day, our offices will be closed on Monday, May 25. 💙

We take this time to honor and remember the brave men and women who gave the ultimate sacrifice in service to our country.

If you need assistance from a member of our team, please reach out at (630) 620-9300. Wishing you and your family a peaceful Memorial Day weekend.

05/21/2026

What is the “777 Rule”, and how can it help measure your financial stability?

In this clip, Galo Baca, CFP®, Advisor at Goldstone Financial Group, explains how the first “7” in the 777 Rule focuses on maintaining enough income relative to your ongoing debt obligations and expenses.

In the full Ask an Advisor video, Galo also breaks down the other two “7s” and how they relate to saving habits and liquidity planning.

Watch the full video on our YouTube channel to learn how the 777 Rule can measure your financial stability → Link in comments.

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

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

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