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Market Commentary

Weekly Market Commentary August 21, 2017

While recent economic data releases were mostly positive, major indices retreated under perceptions of increased policy and geopolitical uncertainty. The Fed minutes on Wednesday showed a split committee, leaving the market unsure when the next rate hike will come, and a terror attack in Spain sent stock markets lower. The S&P 500 fell 0.6% and the MSCI ACWI closed 0.2% lower. The Bloomberg BarCap U.S. Aggregate Bond Index rose 0.1%.

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Blog

8 Actions To Take To Prepare For Retirement

By Scott Ford, CEO, Founder & Wealth Advisor of Cornerstone Wealth Management Group

If you took a test on planning for retirement and investment know-how, would you get a passing grade? If you think you would ace it, think again! Read more

Market Commentary

Weekly Market Commentary August 14, 2017

Geopolitics took center stage last week with U.S.-North Korea tensions leading to a cautious pullback across global markets and greater emphasis on safer investments. Given the ferocity of the rhetoric between the U.S. and North Korea, the market reaction seemed subdued. The S&P 500 dropped 1.4% and the MSCI ACWI slid 1.6%. The flight to safe havens pushed gold and bond prices higher. The Bloomberg BarCap U.S. Aggregate Bond Index rose 0.2% and gold climbed 2.4%.

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Videos

What Makes Us Different?

People often ask me what makes us different, and my answer is simple. Watch this video to learn what makes Cornerstone different. Read more

Blog

7 Straightforward Strategies to Simplify Planning for Retirement

By Scott Ford, CEO, Founder & Wealth Advisor of Cornerstone Wealth Management Group

Have you ever been so overwhelmed about planning for retirement that you didn’t know where to start? If so, you aren’t alone. More than 50% of Americans worry about not being able to maintain the standard of living they enjoy and 64% are worried about not having enough money for retirement. Read more

Market Commentary

Weekly Market Commentary August 7, 2017

Generally solid economic data and earnings are continuing to propel the bullish momentum. The Dow Jones touched and crossed the 22,000 level mid-week while the S&P 500 fell just short of last week’s all-time record. Most global indices were up as well on the positive data. The S&P 500 edged up 0.2% and the MSCI ACWI climbed 0.4% and set a record high early in the week.  The BarCap U.S. Aggregate Bond Index rose 0.2%. Read more

Monthly Newsletters

August Monthly Newsletter – Back to School Planning with 529 Plans

If you’ve looked at the ads in your Sunday paper lately, you know what time of the year it is . . . Back to School season! With most students starting classes later this month, retailers across the country are planning for the influx of shoppers looking for the best deals on back to school clothes and supplies. Read more

Blog

Fees or Foes

Published by Scott Kubie

Recently, a fee-only financial advisor mentioned to me that more clients are proposing to manage more of their own assets and invest in the “S&P 500.” For most who go down this path, this move will likely end badly. These investors, while seeking to avoid wealth management fees, are ignoring the value their advisor brings to them as well as the current market environment. Read more

Market Commentary

Weekly Market Commentary July 31, 2017

Second quarter earnings have been anything but dull with a majority of the reporting companies beating internal estimates and market expectations. Consumer confidence jumped to a near 16-year high in July (121.1 vs 117.3 in June) amid optimism over the labor market. In spite of the news, the S&P 500 was basically unchanged and the MSCI ACWI rose 0.1%. The Bloomberg BarCap U.S. Aggregate Bond Index slid 0.2%.

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Blog

Are You Saving Enough to Retire on Time?

By Scott Ford, CEO, Founder & Wealth Advisor of Cornerstone Wealth Management Group

Many of us have lofty retirement dreams and as we go about our working days, we look forward to the years where we can reap the fruits of our years of labor. But have you thought about when you want to retire? Read more