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Market Commentary

Weekly Market Commentary October 8, 2018

The fourth quarter seems to be off to a more volatile start after a calm third quarter. Read more

National Financial Planning Month - Meeting with financial advisor

Monthly Newsletters

October Newsletter: 3 Tips for National Financial Planning Month

The leaves are changing, and we find ourselves changing as well. Depending on where you are in the country, you may be draining the pool or storing the patio furniture, or even harvesting the year’s crops. Whatever form it takes in your life, the cool weather causes us to slow down, take stock, and see where the summer left everything.

It’s no surprise then, that October is National Financial Planning month. This can be a great time for a meeting with your financial planner, especially if you only meet a few times a year. Let’s look at a few financial fitness items to discuss with your financial planner and to keep in mind as the leaves fall outside. Read more

Market Commentary

Weekly Market Commentary October 1, 2018

U.S. stocks wrapped up September and the third quarter with a slight decline. The S&P 500 dropped 0.5% last week and finished 0.4% higher for September. The S&P rose 7.2% in the third quarter, its best quarterly performance since the end of 2013.

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Market Commentary

Weekly Market Commentary September 24, 2018

The S&P 500 hit a new high last week as economic reports remained positive and tariff news was not as bad as expected. The S&P rose 0.8% to eclipse the high set toward the end of August.  Read more

Blog

Your 2018 Medicare Guide

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

There are many rites of passage in our lives, from getting your first driver’s license to your first kiss to buying your first home. For wiser and more experienced Americans, a major rite of passage is joining Medicare. Medicare is the federal government’s health insurance program, and most Americans become eligible on their 65th birthday. Read more

Blog

4 Simple Steps to Creating an Estate Plan

Published by Beth Schanou, JD

Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more

Monthly Newsletters

Wealth From Wisdom News: October 2018

A Transformative Experience: Reina Sandler Goes Corporate to Cornerstone

I spent most of my career at a corporate office with 36,000 other people. I was working in insurance in what you might call the quintessential corporate job. Then, in 2017, I joined Cornerstone Wealth and gained an entirely new perspective. Read more

Blog

Medicare Open Enrollment Starts On October 15th. What Do You Need To Know?

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

While it’s exciting to think ahead to retirement after decades of hard work, the countless financial decisions you need to make may seem daunting. And with healthcare being one of the top five expenses in retirement1, your Medicare choices are some of the most important decisions you will make. Read more

Market Commentary

Weekly Market Commentary September 17, 2018

Markets put in a strong performance last week as U.S. inflation came in below expectations, trade concerns temporarily abated and technology stocks rallied. Read more

Blog

5 Common Regrets Of Business Owners In Retirement

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

If you’re like more than half of Americans, you are most likely looking forward to your retirement years.1 But what happens when you get to retirement and it’s not all it’s cracked up to be? Have you considered the idea that you could regret your decision to retire? Read more