Insights

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

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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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

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

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

Wall Street managers have cost Americans more than $600 billion over the past decade

Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more

Weekly Market Commentary July 16, 2018

Solid earnings and perhaps some potentially blissful ignorance on the ongoing risks over trade pushed stocks to a second straight week of strong gains. The S&P 500 soared 1.5% for the second week in a row. The MSCI ACWI climbed 1.0%, and the Bloomberg BarCap Aggregate Bond Index rose 0.2%. Read more

Q3 2018 Quarterly Market Outlook

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor. Read more

2018 Social Security Benefit Guide

Two of the most important decisions you will make are when to file for benefits and how to coordinate filing with your spouse. This guide will give you a broad overview of the Social Security system and how it works, as well as specific information on details to consider when filing for benefits.

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Our Mid-Year 2018 Economic Update

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

Here’s one thing we know for sure about the economy - it’s not boring! The first half of 2018 kept us on our toes with a fair share of highs and lows, market volatility, trade uncertainty, and record unemployment numbers. Despite some dramatic market moments, most individual Americans believe things are looking up. So instead of looking at the daily headlines, here’s a view of our economy from 30,0000 feet as we reach the mid-year mark of 2018. Read more