TOD or Living Trust?

by Cornerstone Wealth Management on

A look at two basic methods for shielding assets from probate.

Your Emergency Fund: How Much is Enough?

by Cornerstone Wealth Management on

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself your best, “You can make it!” pep talk, you see smoke seeping out from under your hood.

Yearly Economic Update: 2018 - The Year In Review

by cornerstonewealth on

A strong economy, a volatile year for equities and commodities, a trade battle between the U.S. and China, a gradual path upward for the federal funds rate, and slower growth overseas.

Investing Means Tolerating Some Risk

by Tim Marcinek on

When financial markets have a bad day, week, or month, discomforting headlines and data can swiftly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place.

Your Financial To-Do List

by Tim Marcinek on

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2019?