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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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Planning for Marriage: Financial Tips for Women

Planning for Marriage: Financial Tips for Women

Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you'll want to take a look at how marriage will impact your financial situation. And while there are a number of issues you'll need to think about, careful planning can increase the…

Market Update Webinar 4/28/22

Market Update Webinar 4/28/22

Intro to Cornerstone Wealth

Intro to Cornerstone Wealth

Refinancing & Home Equity Loans: Tax Considerations

Refinancing & Home Equity Loans: Tax Considerations

What are the tax considerations associated with refinancing and home equity loans? Generally, interest paid on loans to acquire an existing home or to construct a new home is tax-deductible, with certain limitations. In addition, interest paid on refinanced mortgages is deductible (also subject to certain limitations). From 2018 to 2025, the…

Disaster Preparedness for Business Owners

Disaster Preparedness for Business Owners

As a successful business owner, you don't want to think about your operations being interrupted by a natural disaster or other unexpected event. Yet the possibility is a real one. Natural catastrophes represent just a portion of the crises that your business could face. Although you may not be located in an area prone to hurricanes, blizzards,…

Financial Awareness For Widows - Struggling through the Fog of Grief

Financial Awareness For Widows - Struggling through the Fog of Grief

As a wealth management firm, we have worked with many clients who are widowed. Oftentimes, when a spouse passes away and leaves the surviving spouse with a large family of investments and things to manage, it can be overwhelming. Especially if the surviving spouse did not manage their finances. Often, these clients don’t know what they spend, how…

Early 2022 Market Déjà vu?

Early 2022 Market Déjà vu?

Stoicism amid market turmoil comes hard when a  tsunami of dire investment headlines and plunging prices hits you, as we’ve seen for the first 2+ months of 2022. Your financial future rides on Wall Street. What should you do? Is it Dejà vu All Over Again? Let’s look at recent history. In 2008, the problem was credit risk fears, rising inflation,…

Cliff's Notes - March 1, 2022

Cliff's Notes - March 1, 2022

Cliff Hodge, CFA, Chief Investment Officer   "As we know, there are known knowns; there are things we know we know. We also know there are known unknowns; that is to say, we know there are some things we do not know. But there are also unknown unknowns—the ones we don't know we don't know. And if one looks throughout the history of our country and…

Financial February

Financial February

Here are some steps to jump-start your Financial February on the right foot. Focus on Your Taxes Tax season is underway as millions of Americans are getting their documents together to file for their tax refunds. The Internal Revenue Service (IRS) is encouraging people to file their taxes sooner rather than later. Filing early can be a good idea…

Market Update - January 27, 2022

Market Update - January 27, 2022