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College students financial advising

Monthly Newsletters

August Monthly Newsletter: 4 Financial Lessons Your New College Student Needs to Hear from You (and 2 Important Items for Parents)

As summer comes to a close, many parents and teenagers are packing up the station wagon (or hybrid crossover) for a trip that, for at least one passenger, is one way. You’re ready for this. You’ve done the shopping trips, you’ve packed the boxes, you’ve even shed a few tears. Now it’s time to send your child(ren) off to college. Read more

Market Commentary

Weekly Market Commentary August 13, 2018

Concerns over declines in the Turkish currency and the risk of a trade dispute between the U.S. and Turkey pushed stocks lower last week. Turkey and the U.S. are sparring over the jailing of a U.S. pastor by Turkey. Read more

Monthly Newsletters

Wealth From Wisdom News: September 2018

Building Partnerships: Amy Constable on Learning and Growing

At Cornerstone Wealth Management Group, a lot of the work we do is with our partners. It takes a lot of coordination between ourselves and our partners to ensure we’re all on the same page when it comes to serving clients. Read more

Videos

Live Your Life By Design

Live your life by design, not by default. Our team is dedicated to developing your individualized financial plan to help you pursue the things that are important to you and your life purpose. Call us today to get started. Read more

Market Commentary

Weekly Market Commentary August 6, 2018

U.S. stocks rallied, while global markets lagged. The S&P 500 rose 0.8%. Global stocks slipped as the MSCI ACWI fell 0.2%. The Bloomberg BarCap Aggregate Bond Index rose 0.1%. Read more

Monthly Newsletters

Wealth From Wisdom News: August 2018

It’s All About First Impressions Catching Up With ERICA SHAW

Chances are, if you’ve visited our office, we’ve met! I’m often one of the first faces you see when you come into Cornerstone, whether you’re a newer client or you’ve been with us for a while. Read more

Market Commentary

Weekly Market Commentary July 30, 2018

Strong U.S. economic growth made additional interest rate hikes likely. The likelihood of additional hikes and weak earnings from a couple key technology companies was not enough to overcome positive news earlier in the week on trade between the Europe Union and U.S. Discussions are moving forward to rescind the announced metal tariffs and reduce tariffs on industrial goods. The S&P 500 rose 0.6% for the week. Global stocks, as measured by the MSCI ACWI, climbed 0.9% higher. The Bloomberg BarCap Aggregate Bond Index dropped 0.2%.

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Blog

5 Reasons It’s Important to Set Financial Goals

Published by Rob Furlong, Portfolio Manager

The alarm sounded promptly at 1a.m. Shortly after some rustling and grumbling the tent zippers opened and we stepped out into the frigid air. After a quick breakfast, we began heading uphill into the darkness. For the next eight hours life was little more than listening to the ice crunch with each step as we ascended over 5,000 feet into the thinning air. Shortly after 9a.m. we were at 14,200 feet-on top of one of the highest peaks in the Cascade mountain range. Read more

Market Commentary

Weekly Market Commentary July 23, 2018

The stock market had a rather boring week. The S&P 500 stayed in a tight range throughout the week and finished basically unchanged. Global stocks performed a little better as the MSCI ACWI inched 0.1% higher. The Bloomberg BarCap Aggregate Bond Index dropped 0.3%. Read more

Blog

If I Could Only Teach One Financial Lesson

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

After several decades spent working in the financial services industry, I’ve seen a lot of investment fads come and go. The media gets excited about new ideas and strategies that never seem to stand the test of time. Read more