Cypress trees on a rocky cliff overlooking the ocean

Stephen J. Meuris

Name: Stephen J. Meuris | Rockwood Wealth Management
Address: 68 ROCKWOOD COURT, San Francisco, CA, 94127, US
Telephone: 415-592-8497

68 Rockwood Court
San Francisco, CA 94127

Phone:

415-592-8497

E-mail:

stephen.meuris@rockwoodwm.com

Investment Management

In my opinion investing is often represented or presented as needlessly complex....

Our Services

Financial Planning
Investment Management

RiskAlyze

Newsletters

HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

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HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators

Stephen J. Meuris

Investment Management

Our Services

Financial Planning Investment Management

RiskAlyze

Newsletters

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Calculators

Financial Planning
Investment Management