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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.

We are proud to congratulate Justin Reppy, Senior Financial Advisor at Goldstone Financial Group, on being named a 2026 ...
10/26/2026

We are proud to congratulate Justin Reppy, Senior Financial Advisor at Goldstone Financial Group, on being named a 2026 Five Star Wealth Manager!

This award represents a meaningful professional achievement and reflects the experience, professionalism, and commitment to clients we value at Goldstone. The recognition follows a research and evaluation process that considers an advisor's professional background and practice. With only 5% of candidates considered in the Chicago area receiving this recognition in 2026, we are especially proud to see Justin among this year's recipients.

Justin is dedicated to helping individuals and families better understand their investments and make informed financial decisions. His approach reflects the importance we place on thoughtful financial planning and education at Goldstone.

We are proud to celebrate this professional milestone and grateful to have him as part of our team.

Congratulations, Justin!



Award issued 10/1/2026 by Five Star Professional, based on the evaluation period [2/18/2026 through 7/31/2026. Goldstone did not pay a fee to use promotional materials associated with this award. The award does not evaluate investment performance or guarantee future results. View full award methodology at the link in bio.

At Goldstone Financial Group, we're fortunate to have leaders who bring decades of experience, thorough perspectives, an...
10/24/2026

At Goldstone Financial Group, we're fortunate to have leaders who bring decades of experience, thorough perspectives, and a genuine commitment to supporting both our clients and our team. Meet two of the leaders moving Goldstone forward:

Matthew Rice | CFA, CAIA, Chief Investment Officer

Matt brings nearly 30 years of investment management experience to Goldstone. From navigating changing market conditions to overseeing portfolio strategies, his leadership helps our advisors make informed investment decisions that consider each client's broader retirement goals. He also brings valuable market insight and education to our team and the families we serve.

Steve LaPointe | Chief Operations Officer

Steve brings more than 20 years of wealth management operations experience and a passion for making complex processes work better. By strengthening the systems, technology, and day-to-day operations behind our firm, Steve helps equip our team with the tools and support they need to focus on what matters most: our clients.

Together, their leadership strengthens the way we work, collaborate, and serve the families who count on us. We're grateful for everything Matt and Steve bring to the Goldstone team!

10/23/2026

💰 You've worked hard to build your retirement savings. But how much of that money will actually be yours to spend?

As Goldstone Financial Group Founder and CEO Anthony Pellegrino explains, taxes can have a significant impact on your retirement income, especially when it comes to withdrawals from your IRA or 401(k).

Join us in Naperville next week for a complimentary retirement planning workshop led by Senior Financial Advisor Josh Beachler, CFP®.

We'll explore:
✔️ Roth conversions and when they may make sense
✔️ How Social Security benefits may be taxed
✔️ Tax-efficient IRA and 401(k) withdrawal strategies
✔️ How to coordinate your income, investments, and taxes in retirement
You've spent years planning how to save for retirement. Now it's time to have a plan for how to take that money out.

📍 NIU Naperville Meeting and Conference Center
📅 Monday, October 26 or Wednesday, October 28
🕡 6:30 PM
🎟️ Complimentary Workshop | Seating Is Limited

Choose your date and reserve your seat today.

🔗 Registration Link in comments

10/22/2026

Higher interest rates can put pressure on some investments while increasing yields on others.

In this clip, Matthew Rice, CFA, CAIA, Chief Investment Officer at Goldstone Financial Group, explains how rising rates can make Treasuries more competitive, affect asset valuations, and increase yields for bonds and fixed-income investments.

In the full video, Matthew goes beyond the immediate market impact to explain why the Fed raised rates, how higher borrowing costs can affect the economy and why investors may need to prepare for additional rate increases into 2027.

To understand how this shift could change the investment landscape and the tradeoffs investors face, watch “Fed Rate Hike Explained: What It Means for Investors in 2026” on our YouTube channel → Link in comments.

The biggest market update this week wasn't just what fell. It was what held its ground.As AI-related stocks faced their ...
10/21/2026

The biggest market update this week wasn't just what fell. It was what held its ground.

As AI-related stocks faced their sharpest selling pressure of the year, other areas of the market moved in the opposite direction. Meanwhile, inflation accelerated, bonds rallied, and a major policy reversal in Washington added another layer to an already consequential October.

The result? A striking shift in market leadership at a critical point in Q4.

In this week's Market Recap & Outlook, Matthew Rice, CFA, CAIA, Chief Investment Officer at Goldstone Financial Group, examines the growing divide between growth and value stocks, and what investors should be watching as earnings season accelerates. 📊

→ Link in comments

10/20/2026

🎤 Next-Gen Wants to Know... “Do I need to think about retirement at 18?”

You do not need to have retirement figured out, but starting early can give your money more time to grow.

Frank Moorman, Financial Advisor at Goldstone Financial Group, explains how small steps, such as saving a little at a time or opening a Roth IRA, can help set you up for the future.

Next-Gen has questions. Our advisors have answers. Send us yours for a chance to be featured in an upcoming video!

Today we're celebrating three fabulous years of MJ at Goldstone! 💙🎉If you’ve visited our corporate headquarters, there’s...
10/17/2026

Today we're celebrating three fabulous years of MJ at Goldstone! 💙🎉

If you’ve visited our corporate headquarters, there’s a good chance Melissa Johnston, Client Relations Associate has been one of the first smiling faces to welcome you. With her warm personality and welcoming presence, she helps make every visit feel a little more personal.

Here are a few things that bring MJ joy:

☕ Go-to coffee order: Iced skinny vanilla latte
🧘‍♀️ Newest hobby: Hot yoga
💕 Could talk about for hours: Her family
💖 Always within arm's reach: Her Barbie Stanley cup
❤️ Most-used emoji: Hearts, of course!

Happy 3rd Goldstone anniversary, Melissa! Thank you for making our office a warmer, brighter place for everyone who walks through our doors.

🎉 Join us in wishing a very Happy Birthday to Amy Fillers, Digital Content Manager at Goldstone Financial Group!With a p...
10/16/2026

🎉 Join us in wishing a very Happy Birthday to Amy Fillers, Digital Content Manager at Goldstone Financial Group!

With a passion for bringing creative ideas to life, Amy is always looking for new, meaningful ways to share the Goldstone story and the values that make our team who we are. For Amy, family always comes first, and that same appreciation for people and meaningful connections inspires the heart she brings to her work.

Here's to another year of creativity, adventures, and making wonderful memories! 💙

10/15/2026

What should you review before keeping your Medicare plan for another year?

A lower monthly premium may look appealing, but it does not show the full cost of your coverage.

In this clip, Galo Baca, CFP®, Senior Financial Advisor at Goldstone Financial Group, explains why it is important to confirm that your doctors and specialists remain in-network while also reviewing deductibles, copayments, out-of-pocket expenses, and any care you may need in the coming year.

In the full Ask an Advisor video, Galo also covers prescription coverage, plan changes and how healthcare expenses fit within your retirement income plan.

To understand what deserves your attention during Medicare Open Enrollment, watch “Medicare Open Enrollment 2027: What Should You Review?” on our YouTube channel → Link in comments.

Record-breaking stocks. Treasury yields at 24-year highs. A major energy deal with Russia. And an election just weeks aw...
10/14/2026

Record-breaking stocks. Treasury yields at 24-year highs. A major energy deal with Russia. And an election just weeks away.

The fourth quarter is putting investors on alert. A newly announced diesel supply agreement, shifting interest rate expectations, and the approaching midterm elections are adding new layers to an already complex market environment.
What are we monitoring? How these developments could influence inflation, interest rates, and the direction of markets in the weeks ahead.

In this week's Market Recap & Outlook, Matthew Rice, CFA, CAIA, Chief Investment Officer at Goldstone Financial Group, breaks down the latest market movements, economic developments, and what investors should be watching next. 📊

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

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Wednesday 9am - 6pm
Thursday 9am - 6pm
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Saturday 10am - 2pm

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