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Market Commentary

Weekly Market Commentary December 10, 2018

The market is starting to grate on some investors. The S&P 500 dropped 4.6% last week on concerns the reported trade truce wasn’t as substantial as hoped and that global economic growth continued to slow. Global stocks participated in the decline as the MSCI ACWI lost 3.5% last week. Read more

Avoid holiday financial stress

Monthly Newsletters

Gifts without the Guilt – Tips for Avoiding Financial Stress at the Holidays

Pop quiz: Can you name more than three gifts you got for the holidays last year? A sweater, an Apple watch, a popcorn tin … and, ummmm? Most of us would be hard-pressed to answer this question, even by late January.

What we remember, of course, are the moments with family and friends – the relationships that are renewed in the holiday time of slowing down. Material gifts are fine for the moment, but they are usually forgotten even before they have the chance to break and wear out. Read more

Blog

Important Financial Actions To Take Before the Ball Drops!

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

Before the year’s end, in the midst of the holiday events, travel, and overall busyness, the last thing you want to think about is tackling your finances. But with finance-related resolutions tying with eat healthier and get more exercise as the most popular New Year’s resolution,1 why don’t you give yourself a leg up on next year’s financial goals by finishing this year strong? Here are 10 critical financial actions you’ll be glad you took when the ball drops on New Year’s Eve! Read more

Market Commentary

Weekly Market Commentary December 3, 2018

Last week provided investors clarity on their two biggest concerns: interest rates and trade. Federal Reserve communication indicated rate increases will likely slow in 2019, and over the weekend, the U.S. and China announced an agreement to delay an increase in tariffs from 10% to 25% on a wide range of U.S. goods. In exchange, the Chinese will buy more U.S. goods, and both sides will seek an agreement in the next quarter. Read more

Blog

Frequently Asked Questions About Our Financial Planning Process

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

As a financial planner, I get a lot of questions about my job. Most people only have a vague idea about what it is I actually do. In fact, it seems that there is an aura of mystery surrounding anything to do with finance in general. Today, I want to clear things up for you and answer some of the questions that I hear the most. Read more

Blog

The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

Market Commentary

Weekly Market Commentary November 26, 2018

Global stocks continued to decline as economic weakness and the possibility of further rate increases by the Federal Reserve worried investors. After rallying in late October and early November, global stocks were trading near the levels reached during the October decline. Read more

Blog

What We’re Grateful For This Year

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

Happy Thanksgiving from our team at Cornerstone Wealth Management Group! We want to take a moment to thank you for being a part of our family. We sincerely appreciate the trust you place in our firm, and we take our responsibility to you and your family very seriously. Read more

Market Commentary

Weekly Market Commentary November 19, 2018

After two straight weeks of 2%-plus returns, the S&P 500 was down 1.6% last week. Global stocks also declined, pushing the MSCI ACWI down 1.2% last week.

Read more

Monthly Newsletters

Wealth From Wisdom News: December 2018

A Nontraditional Approach. Kelly Effland Lives the Dream Close to Home.

It’s been a remarkable journey to get where I am today. Before I became a financial planner and joined Cornerstone Wealth Group, I was a nontraditional student. Read more