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Market Commentary

Weekly Market Commentary June 18, 2018

Announcements by government officials led market news last week. The Fed announced another rate hike, a judge approved the AT&T-Time Warner merger, and the Trump administration announced sanctions against Chinese goods. The net impact on markets was minimal. The S&P 500 was basically unchanged. The global MSCI ACWI dropped 0.4%, and the Bloomberg BarCap Aggregate Bond Index rose 0.1%.

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Blog

What I Wish I Knew About Money When I Was Younger

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

My life’s mission has been to help entrepreneurs and business owners find balance and fulfillment in their lives. When I first started my career, I never would have expected that my training in Brazilian Jiu-Jitsu would share a number of commonalities with running a business, and that it would actually help guide business decisions. Through my training, I’ve discovered some money lessons that I wish I had known when I was younger. Read more

Market Commentary

Weekly Market Commentary June 11, 2018

Strength in consumer stocks led markets higher last week. The S&P 500 rose 1.6%. The global MSCI ACWI increased 1.2%, and the Bloomberg BarCap Aggregate Bond Index edged 0.2% lower.

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Monthly Newsletters

Wealth From Wisdom News: June 2018

My dad has always been a big influence in my life. I think of him as my mentor and counsel. I seek a lot of advice from him on a number of topics and consider him one of my best friends. I feel that, as I’ve gotten older, I’ve come to see him more as a friend rather than just a father — though he’s still very much that father figure. John Saunders on Life’s Next Steps Read more

Market Commentary

Weekly Market Commentary June 4, 2018

The two big news items last week were a strong U.S. jobs report and a political compromise in Italy that reduced the risk of a referendum on staying in the EU. Both are covered in the market fundamentals section below. In addition, the U.S. reversed its position and announced steel sanctions against many of its closest trading partners. The S&P 500 rose 0.5%. The MSCI ACWI dropped 0.1%, and the Bloomberg BarCap Aggregate Bond Index climbed 0.2%.

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Monthly Newsletters

June Monthly Newsletter: Top 5 Reasons Your Estate Plan Needs a Corporate Trustee

As you plan for your own and your family’s financial future, you may be considering the creation of a trust. Many estate plans utilize what is called a revocable living trust. During your life, you generally serve as Trustee of your revocable living trust and can either retitle your assets in the name of the trust during your life or you can use a “pour-over will” to direct your Personal Representative or Executor to transfer any individually owned assets at your passing to your trust. Read more

Blog

When Can You Retire?

Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their lives comfortably without worrying about outliving their money. Cash inflow in retirement can come from many sources (Social Security, retirement plans, savings, annuities, pensions) so it’s important to consider how much and when to expect cash inflows. Read more

Market Commentary

Weekly Market Commentary May 29, 2018

The Federal Reserve’s latest minutes confirmed expectations the Fed will continue to raise interest rates gradually and members see no reason to deviate from their plan. Oil prices dropped after an extended rally on concerns Russia and OPEC’s supply reduction efforts will wane as prices rise.  Read more

Blog

Scott’s Three Rules for Financial Success

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

We live in an age of information overwhelm. If we have a question, countless answers are at our fingertips. And while many of the answers and advice out there can change our lives for the better, sometimes we just don’t know where to start. Read more

Blog

Do You Have True Wealth?

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

Have you ever considered what it means to have true wealth? Most people think of it in terms of finances, from how much they have in their bank account to the restaurants they can afford for a nice dinner out. However, that’s just wealth. True wealth is much more than money. Read more