cornerstone logo

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

RECENT POSTS

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

Gerard Dy January 10, 2021
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.

Rich Arzaga December 5, 2020

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

Rich Arzaga November 23, 2020

SOCIAL MEDIA

Facebook
Twitter
Youtube

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

Download Your Free 15-Point Checklist of Insider Tips to help decide if you’re on track.

Cornerstone Wealth Management, Inc.

Cornerstone Wealth Management is nationally recognized for its delivery of independent, comprehensive financial planning. This essential work goes beyond traditional investment planning.
FINRA Broker Check image
Sitemap | Privacy Policy

Services

Other Links:

Join.Me

Join Meeting

About Us

What’s Your Risk Number?
Free Portfolio Analysis Button

Subscribe to our Newsletter!

Map - Cornerstone Wealth Management
Cornerstone Wealth Management, Inc.
2400 Camino Ramon, Suite 175
San Ramon, CA 94583
  • Phone: (925) 824 2880
cornerstone wealth management logo

The registered representatives are with and Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning offered through Cornerstone Wealth Management, Inc., a registered investment advisor and a separate entity (from LPL Financial). The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

  • Richard Patrick Arzaga. San Ramon, California. Insurance License # 0D92796
  • David Martin Winkler. San Ramon, California. Insurance License # 0G10586
  • Michelle Chen. San Ramon, California. Insurance License # 0M15227
cornerstone logo
Contact Us