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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

What is Dynamic Financial Planning?

What is Dynamic Financial Planning?

What is dynamic financial planning? The term 'financial planning' has, in many ways, devolved into a project with an end point. Once completed, it is pushed aside and left to collect dust. At Cornerstone Wealth, we do not believe in a one-and-done approach. Dynamic financial planning is based on proactive management. We respond, whenever…

The CWG Difference - More than a Fiduciary

The CWG Difference - More than a Fiduciary

What is a Fiduciary and Why is it Important? A financial advisor who's a fiduciary has an ethical duty to recommend the best possible solutions for their clients. Simply said, a fiduciary must put the client's best interests above their own.  By working with an advisor who is bound to the fiduciary standard, you can feel empowered that the…

Market Update - Nov 2, 2021

Market Update - Nov 2, 2021

Cliff's Notes Oct 21, 2021

Cliff's Notes Oct 21, 2021

Thursday, October 7, 2021

Estate Planning Webinar with Room2Improve

Estate Planning Webinar with Room2Improve

Thursday, October 7, 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