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Get a clear breakdown of the Feb. 20, 2026 Supreme Court ruling regarding tariffs, and the announcement of a new 15% global tariff the following day. Gain perspective on what happened and what it could mean for markets. Current headlines are rattling markets, especially the Iran conflict. Get a clear, history-backed view of how geopolitics typically affects markets, plus a reminder why staying aligned with your long-term plan matters, especially right now. Not sure how to set up your estate plan so inheritances are fair? Learn to frame “fair vs equal,” avoid common mistakes, and create a plan your family can follow without guesswork. Avoid the retirement tax surprises that shrink your income. Learn the most common IRA, RMD, and Roth conversion mistakes—and the practical steps that can help you keep more of what you’ve worked for. Markets didn’t move on fundamentals alone in 2025—headlines, tariffs, and digital “noise” amplified volatility. This year-in-review breaks down what happened and the steady mindset that helps investors stay focused on their plan. Safeguard your legacy and prepare your heirs to make financial decisions with confidence. Discover how a professionally facilitated, well-planned family meeting can keep your family’s future on track. This holiday season, start a new tradition that lasts. Build your family tree, gather stories, share memories, and honor the generations who made your family what it is today. Learn how updated 2026 depreciation rules and Section 179 strategies can help you time equipment purchases, manage taxable income, and align business decisions with your long-term financial goals. Charitable giving adds meaning to your wealth. Choose the right giving strategy to align with your goals, legacy, and finances. Avoiding tax surprises takes more than good timing. See how strategic tax planning for retirement accounts can help you keep more of what you’ve earned and align with new legislation.
Understanding the Supreme Court Ruling on Tariffs | What It Might Mean for Markets and Your Financial Plan
Markets and Global Events: Perspective During Uncertainty A Message from Gordon
How to Divide an Inheritance Fairly: Fair vs Equal Estate Planning
Retirement Tax Mistakes to Avoid: A Free Educational Video Resource
2025: The Year in Review
The Family Meeting: Key to Protecting What Matters Most
Celebrating Your Shared Story
2026 Depreciation & Business Expensing Updates
Choosing the Right Charitable Vehicle for Your Goals and Needs
How OBBBA Can Impact Retirement Account Planning
Thankful to work with the best professionals in the area and introduce baby Theo! Your unique aspirations are the heart of the Cornerstone Experience®, a personalized journey to craft a clear vision and help you tailor a strategic financial plan to dream, build, and... Thank you for being a Cornerstone Champion!
Ulvestad Family Welcomes Baby Theo!
Be a Cornerstone Champion
Clients often tell me about outstanding service they received …
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What's the Difference Between Market Volatility and Risk? While volatility is not the same as risk, the chances of incurring a loss may increase during periods of market volatility. In large part, that’s because investors become anxious about falling share prices and...
Quiz – Market Volatility vs Risk
USE YOUR CURRENT INCOME AS A STARTING POINT It's common to discuss desired annual retirement income as a percentage of your current income. Depending on who you're talking to, that percentage could be anywhere from 60% to 90%, or even more. The appeal of this approach... Cornerstone is pleased to bring you this article by Ed Slott and Company, LLC. As a member of Ed Slott’s Elite IRA Advisor Group™ Gordon keeps Cornerstone professionals on the cutting-edge of retirement, tax law, and IRA distribution planning through continuous... What is the difference between a CERTIFIED FINANCIAL PLANNER™ (OR CFP®) professional and a financial advisor? A CFP® professional is one of many types of financial advisors. A financial advisor must earn the right to call themselves a CFP® professional Most people... Understanding how factors like age and your employment status affect your Social Security benefits can help you make decisions about when to claim. Seven rules non-spouse beneficiaries should be aware of when it comes to inherited IRAS. As a spousal beneficiary you have five unique options. Avoid these mistakes to get the most out of your inherited IRA.
5 Steps to Determine How Much Income You’ll Need in Retirement
Backdoor Roth IRA Baggage
Why Working With a CERTIFIED FINANCIAL PLANNER™ Professional is Important
5 Considerations for a Successful Social Security Strategy
7 Rules for Inherited IRAs
Avoiding Spousal Beneficiary Mistakes
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