Resources for Real Estate Investors

Resources for Real Estate Investors

I am happy to share below a few recent articles to help real estate investors. Cornerstone Wealth Management continues to offer planning services to those who own directly-held real estate investments. “Directly-held” differs from other types of real estate investments as they are typically owned directly, and not through a large fund.

Important Information


January 2021: The Beginning of the End

Happy New Year! It’s not over yet. Healthcare workers continue to perform heroically, while the rest of us must continue to make sacrifices until vaccines

Christmas doggie

Why Your Financial Plan Should Look Forward To 2021

What a difference a month can make. Political ads have disappeared for now. A new administration prepares to occupy our highest elected office. Several COVID vaccines have been approved and show promise. And in a few weeks, 2020 will be in the rearview mirror.

Election 2020

Former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight race and bringing


Are You Prepared to Retire into a Recession or Market Correction?

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