Financial Planning Newsletters

Winter 2023/4

Cornerstone celebrating 20 years in business, Principal accepted to leadership program, client reminders, and Mackenzie & Christina interviewed on a podcast...

Summer 2023

Meet Cornerstone's New Employees, Principal Update, Employee Favorite Spots to Visit, ME Property Tax Freeze Repeal, & more!

Winter 2022

Wedding celebration, Christina presents at DFA conference, Client Reminders, Cornerstone anniversary & more!

Summer 2022

Cornerstone Staff Updates, B Corp: Best for the World, Identity Theft Prevention Tips, and more!

Winter 2021

Happy New Year, Protecting All of Your Assets, Introducing Sara, So Much for Market Forecasting and more!

Summer 2019

Gender Inequality, Charitable Deductions & the New Tax Laws, Tariffs 101, Cornerstone happenings and more!

Winter 2019

2018 Tax Packets, 2019 Goals, Retirement Plan Limits and more!

Summer 2018

To Travel, Or Not To Travel, The Repeal of Net Neutrality, Cornerstone happenings and more!

Winter 2016

We’re working more diligently here at Cornerstone to understand the nuances of various types of responsible investments for those clients who wish to take a stand on the kinds of companies they will own. The field has expanded and the approach evolved from just excluding certain companies in a portfolio (for example weapons) to owning those who operate in a way that reflects one’s personal values.

Summer 2016

As the 2016 presidential elections are shaping up more than one concerned client has asked me in the past few months how I think their portfolio might be affected. Usually this is out of concern that the client’s preferred candidate is not elected, leaving the client feeling vulnerable that the new president might direct the country in a way that will negatively affect their investments.

Leading up to the election we could be in for a bumpy ride. Because we don’t have an incumbent president we are looking at one of two “unknowns” who will be taking over in November, leaving us with uncertainty as to the direction of the economy. That uncertainty will likely cause much volatility in the next 5 months.