Blog
Blog
Passive vs. Active Investing
Published by Rob Furlong and the Carson Institutional Investment Committee
One of the biggest debates in the investment world right now is the question of whether investors are better served by active or passive approaches. Each camp makes passionate arguments for their side, but for now passive investing is winning the battle by gathering the majority of assets over the past few years. Read more
Blog
Scott Ford Appears on Business Insanity Talk Radio with Barry Motz
Segment 5: Scott Ford is the founder and CEO of Cornerstone Wealth Management Group. He is ranked in the top 1 percent of all LPL registered financial advisors.* He was recognized as one of the 20 Rising Stars of Wealth Management by Private Asset Management Magazine. Scott is the author of three books: “Financial Jiu-Jitsu: A Fighter’s Guide to Conquering Your Finances” and “The Widow’s Wealth Map: Six Steps to Beginning Again”. His newest book is “The Sustainable Edge”.
Blog
Last Chance to File and Suspend Social Security Benefits
By Scott Ford, founder and CEO of Cornerstone Wealth Management Group
Legislation was passed and signed into law by President Obama in late 2015 that eliminates several of the Social Security claiming strategies that had been previously employed by married couples. For this reason, it is imperative for married couples to do a complete analysis of their Social Security filing options immediately, before it is too late. The options being eliminated are explained below, including the deadlines for taking advantage of them. They are the file and suspend strategy, the lump sum option, and the restricted application. Read more
Blog
Scott Ford’s Rules for Investing
By Scott Ford, founder and CEO of Cornerstone Wealth Management Group
In my spare time, I enjoy spending time reading about investments and wealth management strategies. I recently came across an article that cited Wagner’s Rules for Investing, which include:
- Spend less than you make
- Save as much as you can
- Don’t do anything stupid
Blog
What is the Difference Between a Will & Trust?
Published by Beth Schanou, Director of Wealth & Estate Planning
Estate plans can be structured differently depending on a person’s situation and intentions. What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, but they are administered differently and have varying advantages. Read more
Blog
How a Family of Amish Entrepreneurs Achieves the Sustainable Edge
By Scott Ford
When my wife Angie and I decided to pursue our dream of putting up a rustic house in the woods, we were disappointed that things went South with our original contractor, whom we had to replace. But through that contractor, we met an intriguing company called OakBridge Timber Framing, which specializes in timber frame homes and structures. Read more
Blog
Are You a Conservative Investor?
Published by Jake Bleicher and Ron Carson
Conservative investments are often associated with lower portfolio expected returns. The investment community has been indoctrinated with the notion that risk and return are correlated in a linear function. Read more
Blog
How Embracing Open Book Management Set My Team Free to Succeed
Published by Scott Ford
In 2012, I made a radical decision. I decided to try open book management at my firm, Cornerstone Wealth Management. Read more
Blog
Intestate Succession
Published by Ben Goethel
A sometimes overlooked aspect of Financial Planning is ensuring that a client has the proper beneficiary designations on their accounts so those assets pass to the correct beneficiaries. However, not all asset trusts will dictate how those assets will pass. Read more
Blog
Investment Discipline
Published by Micah Schmidt
One of the most challenging aspects of investing is not what many may think. Digging through the multitude of options available to place cash can be daunting task. However, keeping your cool when things move in the wrong direction can make or break returns. Read more
