Insights & Guidance from Our Financial Advisors
Perspectives on Investing, Planning, & Your Financial Life
The 7 Biggest Mistakes High-Net-Worth Individuals Make (and How to Avoid Them)
High-net-worth individuals (HNWIs) face nuanced financial decisions that go beyond basic saving and investing. Building wealth is only one part of the equation. Growing and
Granite Bay Wealth Management Named to USA TODAY’s 2026 List of Top Financial Advisory Firms
Granite Bay Wealth Management is proud to announce its inclusion in USA Today’s 2026 List of Top Financial Advisory Firms, a national recognition highlighting registered
Tax-Efficient Investing: 5 Strategies to Reduce Taxes and Maximize Returns
When it comes to smart investing, what you earn is only half the equation. Just as important is how much of your earnings you keep.
The Pre-Retirement Financial Checklist: What to Do in the Five Years Before You Retire
Retirement is one of life’s most significant transitions. After decades of saving and investing, the focus begins to shift from building wealth to turning that
When Is It Time to Hire a Wealth Manager? 4 Signs You’ve Outgrown DIY Investing
Managing your own investments can be a smart, cost-effective decision, especially early on when your financial situation is straightforward. For a time, this may work
Fee-Only vs. Fee-Based Financial Advisors: What’s the Difference and Why Does It Matter?
When you hire a financial advisor, you are not just hiring someone to manage your money — you are trusting them with your goals, your
What Does a Fiduciary Financial Advisor Actually Do for You?
Choosing someone to manage your money is one of the biggest decisions you can make, and not all financial advisors are created equal. “Financial advisor”
Navigating Market Volatility: What Investors Should Focus on In 2026
Market ups and downs can feel unsettling, but they don’t have to derail your long-term financial plans. Volatility isn’t new—big headlines, sudden drops, and sharp
Tips for Maximizing Your 529 College Savings Account Returns
The 529 college savings account is one of the best tax-advantaged ways to save for a child’s college and other educational expenses. Any gains
Estate Planning 101: How to Protect Your Family and Legacy
Estate Planning 101: How to Protect Your Family and Your Legacy Estate planning isn’t just something wealthy people do, it’s something anyone can benefit from.
The Psychology of Money: Why Emotions Drive More Financial Decisions Than We Admit
When we think about money, most of us assume the “right” decisions are all about math. Spend less than you earn. Save early and often.
The Parent’s Role in College Financial Planning
As students navigate the transition from high school to college, the importance of sound financial planning cannot be overstated. At Granite Bay Wealth Management, we
Unlocking Real Value: How Your Advisor Can Make a Measurable Difference
Unlocking Real Value: How Your Advisor Can Make a Measurable Difference As investors, we all seek ways to improve outcomes—not just through chasing returns, but
OBBBA Explained
What Changed and Why It Matters As of July 4, 2025, the OBBBA made many of the individual tax provisions originally set to expire after 2025
6 Most Frequently Asked Questions for Financial Advisors (And Honest Answers)
When people think about working with a financial advisor, they often have important questions — and they should. Trusting someone with your financial future is
Smart Money Circle: This $450M Money Manager Uses Stocks & Options To Gain An Edge In The MarketSmart Money Circle
Smart Money Circle podcast introduces Paul Stanley, Granite Bay Wealth Management managing partner. Listen here
Empowering Financial Decisions Post-Fed Meeting
It’s understandable that updates from the Federal Reserve can evoke questions and concerns, especially when they have the potential to impact our finances, investments, and
Paul Stanley in Pensions and Investments
Paul Stanley, chief investment officer at Granite Bay Wealth Management commented that the 401(k) plan is the “bedrock of most people’s long term financial plan, and
Budgeting: College and Beyond
Creating a Balanced Budget When it comes to budgeting during college years, balancing your costs with your available resources is crucial. This involves: Identifying Income
Granite Bay Wealth Management’s Paul Stanley Moves Up Forbes “Best-in-State Wealth Advisors” List
Portsmouth, NH – Granite Bay Wealth Management is proud to announce that founder and managing partner Paul Stanley has been named to the prestigious Forbes
Strategies to Help Your Family Pay Rising College Tuition Costs
By Paul Stanley, CFP®, CPM®, CFF®, Managing Partner, at Granite Bay Wealth Management Nelson Mandela once said “Education is the most powerful weapon which
Life Transitions: How to Adjust Your Financial Plans Accordingly
Albert Einstein said, “The measure of intelligence is the ability to change.” The only thing certain about life’s uncertainty – and the big changes like
Appealing College Aid Offers
Receiving your financial aid package can be a pivotal moment in the college planning process, but what if the offer isn’t enough to meet your
How to Leverage The Great Wealth Transfer to Maximize Your Financial Health
Ben Franklin famously said, “In this world nothing is certain but death and taxes” As the baby boomer generation faces that reality, The Great Wealth
Holiday Budgeting: Tips for a Joyful and Financially Smart Season
The holiday season is a time of celebration, generosity, and connection. But it can also be a time of financial stress if spending goes unchecked.
Business Insider: Exuberance for Trump may be causing investors to overlook a key risk threatening markets
PORTSMOUTH, NH Investors also appear to be betting that Trump’s pro-growth policies will outweigh the negative impact of higher inflation, according to Paul Stanley, chief
Understanding the Difference Between Federal and Private Student Loans
San Francisco When it comes to funding education, choosing between federal and private student loans is a critical decision. Each option has unique features, and
The Impact of Recent Fed Rate Cuts on the Economy
San Francisco The Federal Reserve recently made headlines by cutting interest rates in an effort to stimulate economic growth and stave off potential slowdowns. These
Handling Finances During Life’s Transitions by Paul Stanley
Portsmouth, NH Handling finances during life’s transitions involves careful planning and adaptability. Major life changes such as marriage, divorce, retirement, or career shifts can significantly
Paul Stanley Selected as One of the Best Advisors in the State of New Hampshire by Forbes
Portsmouth, NH Co-founder of Granite Bay Wealth Management, Paul Stanley, has been selected as one of the best advisors in the state of New Hampshire
Yahoo Finance- Paul Stanley’s Journey and His Unique Approach to Wealth Management
Portsmouth, NH Co-founder of Granite Bay Wealth Management, Paul Stanley, has been featured in a recent article on Yahoo Finance. Check out the article here.
Granite Bay Wealth Management Announces New Team Member
Portsmouth, NH Granite Bay Wealth Management is thrilled to announce the newest addition to its team, Peter Waitkun. With a wealth of experience and a
5 Ways to Protect Against Inflation
San Francisco, CA Do you remember what year it was that a gallon of gas was $0.63? Depending on your age, you may or may
College Planning Made Easy – Personalized Solutions To Help You Choose the Right College at the Right Price
College planning gets more complicated and expensive every year, but Granite Bay Wealth Management has worked with Accolade Financial to help ensure that higher education is
Will the Conflict in Israel Have a Ripple Effect on the U.S. Stock Market?
Portsmouth, NH The current conflict in Israel has sparked global concern about potential economic repercussions. “Geopolitical events like this always have some sort of a
Important FASFA Changes
San Francisco, CA As you may know, FAFSA is the form that college students must complete to apply for federal financial aid and, in the
How Does The Federal Reserve Affect You?
San Francisco, CA The Federal Reserve has been in the news recently. And because many people aren’t aware of how the Fed’s decisions, including rate hikes, impact
Silicon Valley Bank – Your Question’s Answered
San Francisco, CA You have likely heard by now that Silicon Valley Bank and its parent company SVB Financial Group failed as a bank last Friday.
March is National Credit Education Month
San Francisco, CA March is National Credit Education Month and a strategic time to pull your credit report, revisit how credit works, and take steps to
IRS Announces Extension of Tax Deadline for California Residents Affected by Severe Weather
San Francisco, CA With tax season in full swing, we wanted to share that the IRS has announced an extension of the tax day deadline for
Granite Bay Wealth Management Announces New Team Member
Portsmouth, NH Granite Bay Wealth Management is pleased to announce that Bryan Monteverde has joined their team as Vice President. With an expertise in lending
Granite Bay Wealth Management Announces Addition of Certified Portfolio Manager® Designation
Portsmouth, NH Granite Bay Wealth Management is pleased to announce that managing partners and CERTIFIED FINANCIAL PLANNERS™, Paul Stanley and Joseph Skees have earned the
