Stay Informed with Cornerstone Wealth

Ready to receive our weekly market commentary to your inbox?

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

Archives

Inherited IRA Rules for 2022

Inherited IRA Rules for 2022

Appropriate Checklist for Year-End Tax Planning

Appropriate Checklist for Year-End Tax Planning

What are appropriate checklists for year-end tax planning?

Market Update - October 13, 2022

Market Update - October 13, 2022

Simplified Employee Pension Plans (SEPs)

Simplified Employee Pension Plans (SEPs)

A simplified employee pension (SEP) is a written plan that allows small-business owners to make retirement contributions to traditional IRAs (SEP-IRAs) set up for themselves and for each eligible employee. These contributions may be deducted from your business's income and excluded from your employees' income. A SEP may not only provide you with a…

Navigating The Divorce Process Maze

Navigating The Divorce Process Maze

Sandra Lee is a Divorce Coach with more than 20 years of experience helping people navigate the emotional and financial considerations of divorce. Sandra recently joined Cornerstone’s Jeff Carbone, CFP®, AIF® for an important discussion on how you can successfully navigate the divorce process.

The Importance of Financial Goals

The Importance of Financial Goals

We view goals as life’s destinations, whether it is where you want to be at the end of the day or at some point in the distant future. But there is a big difference between a clearly stated goal with a plan to achieve it, and a hope or a pipe dream that merely swirls around in your head. If a goal is not perceived as realistic or achievable, then…

Cliff's Notes - July 29, 2022

Cliff's Notes - July 29, 2022

Cliff Hodge, CFA - Chief Investment Officer

Cornerstone Wealth - Main Sponsor of UofSC Veterans Day 5K

Cornerstone Wealth - Main Sponsor of UofSC Veterans Day 5K

UofSC VETERANS AND MILITARY AFFAIRS ANNOUNCES 5th ANNUAL VETERANS DAY 5K NOV.13

4 Tips for Gaining Financial Independence

4 Tips for Gaining Financial Independence

On July 4th, we take the time to celebrate our country’s history of declaring independence and guaranteeing our freedom. Now more than ever is a great time to consider financial freedom as well.    Self-sufficiency isn’t guaranteed, but every one of us has the opportunity to achieve it. Check out these four steps to achieve financial independence:…

Market Update Webinar 6/23/22

Market Update Webinar 6/23/22