Blogs and Articles
Information and inspiration to help you lead the life you were born to lead.
7 Revealing Questions You Should Ask Your Financial Advisor
You’ve worked hard for your money and choosing who to trust with your finances is a big decision. Finding the best financial advisor might seem intimidating, but it doesn’t have to be. Here are 7 questions that will help you evaluate potential advisors:
Sometimes less isn’t more – Learn Why Having a TEAM of Advisors and Professionals is Beneficial
Jill Mollner, MBA, CFP®Wealth Advisor, RJFSBranch Operations Manager, CFS I’ve been in the financial planning industry for a little over 17 years and when making the decision to join Cornerstone one of the things that attracted me was the team-based wealth management...
Sitting On The Same Side Of The Table
As I reflect on last year, I'm reminded of the saying, the only constant in life is change. We faced a global pandemic, volatile financial markets, political and social unrest, the Russian invasion of Ukraine, and the loss of Britain’s familiar face of royalty just to...
5 Lessons I Learned from Previous Bear Markets
When markets are down, investing wisely can seem even more challenging than usual. Here are five investing lessons you can learn from historic bear markets.
#BetterEveryDay
At our Education Event in early September you heard about the passion Gordon and our whole team has for personal and professional development. It’s so important, we’ve identified it as one of our five core values. Be Hungry, Stay Humble is about continuous...
Caring For Aging Parents
When talking to an aging parent about extended medical care, it’s best to have a strategy for structuring the conversation. Here are four pointers to keep in mind.
Getting The Relationship You Deserve
Wealth Advisor Interview Guide
Choosing who to trust with your hard-earned money is a big decision. How do you know your money and future are in good hands?
We’ve created a free INTERVIEW GUIDE to help you track conversations to compare advisors or evaluate the services and value you get from an advisor you already work with.