Entries by admin

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Summer 2019 Market Update

This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at a minimum. A parallel can be drawn for the financial markets: Major stock indexes are hovering near record levels, while other asset classes like bonds and gold have also participated […]

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Technology to Protect Elderly from Financial Fraud

Financial technology companies start to cater to older people and their adult children Note from Cornerstone: The following article ran on wsj.com in May 2019. Working on the frontlines with elderly clients, adult children, and their advisors, the risks outlined are real. Challenges protecting elder wealth is not limited to predators. As clients get older, […]

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Midyear Outlook 2019

We are pleased to announce the release of the LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, with investment insights and market guidance through the end of 2019. LPL Research believes that even as investors face prospects for periodic bouts of volatility, emphasizing fundamentals will remain critical […]

Happy Birthday, United States of America

Dear (FIRSTNAME), Happy Birthday, United States of America! As we celebrate our nation’s birthday, U.S. leadership on the world stage remains in focus. We received good news on the global trade front from the recent G20 Summit in Japan. President Trump and China’s President Xi agreed to a trade truce, clearing the way for the […]

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Tariff Tough-Talk White Paper

This follows our most recent message on the impact of tariff tough-talk to market volatility. If you are interested in a little more detail on what is at stake and a potential range of outcomes, JP Morgan Asset Management has authored a white paper that might hit the spot. White Paper: Tariff Talk by JP […]

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Trade Tensions and the Stock Market

Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as the United States and China failed to reach a trade deal and escalated tariff tensions. The United States also proposed new tariffs on Mexico, further complicating the outlook for trade. […]

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The Most Anxious Generation Goes to Work

New college graduates report higher levels of anxiety. How managers can help them steer past fear and improve work performance—and how young workers can work to calm their anxiety and be more effective. Note from Cornerstone: Over the last 15 years there has been a noticeable uptick in client conversations about the anxiety their children […]

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Key Person Insurance

A way for businesses – especially niche businesses – to address a major risk. Who are the people most crucial to your business? Have you taken steps to insure them? At every company, there are certain people who are essential to day-to-day operations. If they die, the business may face an operational or financial crisis. […]

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Four Consecutive Months of Growth

If it seems like the financial markets have been off to an unusually strong start to the year—you are correct. The S&P 500 Index has risen for four consecutive months, resulting in the strongest start to a year in more than 30 years! To be fair, the early gains included recovery from oversold market conditions […]

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Do Your Investments Match Your Risk Tolerance?

When was the last time you looked at the content of your portfolio? From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes. At the inception of your investment strategy, your target asset allocations reflect your tolerance for risk. Over […]