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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

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