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

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…

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…