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Unpacking all of the latest news: each week, we share our observations on the economy and markets.

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Our Perspective on the SECURE Act

Our Perspective on the SECURE Act

How the SECURE Act Will Impact Your Retirement

Market Update – June 29, 2021

Market Update – June 29, 2021

Inflation Protection Options: Insurance

Inflation Protection Options: Insurance

Cliff’s Notes – May 26, 2021

Cliff’s Notes – May 26, 2021

‘So we thought carefully about this, on how to normalize policy, and came to the view that we would effectively have the balance sheet runoff on automatic pilot and use monetary policy, rate policy, to adjust to incoming data.”

Dow tumbles 322 points after Biden plans to nearly double capital-gains tax for wealthy Americans

Dow tumbles 322 points after Biden plans to nearly double capital-gains tax for wealthy Americans

Capital-Gains Tax For Wealth Americans Written by Emily Graffeo

Market Update – Q1 Review

Market Update – Q1 Review

Market Update – Q1 Review Join the Cornerstone Wealth Investment Team for a Q1 market update.

Cornerstone Wealth Celebrates 20th Anniversary and Announces Expansion of Financial Services Team

Cornerstone Wealth Celebrates 20th Anniversary and Announces Expansion of Financial Services Team

Celebrating Cornerstone's 20th Anniversary HUNTERSVILLE, N.C., April 14, 2021 /PRNewswire/ -- 2021 marks the twentieth anniversary of Cornerstone Wealth Group, LLC (Cornerstone Wealth), a fiduciary financial advisory firm based in Huntersville, NC. The Firm has grown from the original four partners to over 35 employees in five locations throughout…

Business Succession Planning

Business Succession Planning

Business Succession Starts with a Plan When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest to family members, co-owners, employees, or an…

Estate Planning Documents You Need

Estate Planning Documents You Need

Key Estate Planning Documents You Need There are five estate planning documents you may need, regardless of your age, health, or wealth: Durable power of attorney Advance medical directives Will Letter of instruction Living trust The last document, a living trust, isn't always necessary, but it's included here because it's a vital component of…

Retirement Planning

Retirement Planning

Retirement Planning: The Basics You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit that you get from Uncle Sam may not provide enough income for your retirement years. To make…