Media Mentions Archive
Trusted by the media for up-to-the minute advice from The Boston Globe to local workshops, WH Cornerstone Investments is the go-to source for financial and economic alerts.
Looking for a locally and nationally recognized financial expert? Our four decades of experience in helping a broad range of clients to understand the financial implications of life decisions means we’re available to the media for specific questions on a variety of financial matters and for local speaking events. Please contact Paula Harris at 888.797.9009.
In The Media
2022
- Investors, Plans & Money: Would your kids be able to handle your estate, Wicked Local, November 2022
- Investors, Plans & Money: What Biden’s new bill means to older Americans, Wicked Local, October 2022
- Investors, Plans & Money: Widowhood: Grief has many faces, Wicked Local, September 2022
- Investors, Plans & Money: IRA and 401(k) beneficiaries: Life under the new RMD regulations, Wicked Local, August 2022
- Investors, Plans & Money: Summer: The perfect excuse to feed our minds, Wicked Local, June 2022
- Investors, Plans & Money: Financially navigating the sandwich generation, Wicked Local, May 2022
- Investors, Plans, and Money: A retirement income map for single women, Wicked Local, April 2022
- A financial shock could wreck retirees' or pre-retirees' finances: Here's how to be ready, USA Today, March 2022
- How your financial adviser can help you process grief after the loss of a loved one, MarketWatch, March 2022
- Investors, Plans, and Money: Underestimated retirement risks, Wicked Local, March 2022
- You´ll Never Need Long-Term Care, Right? Nope. How to Protect Yourself, Forbes, February 2022
- Investors, Plans, and Money: The magnificent gift of financial literacy, Wicked Local, January 2022
2021
- Investors, Plans, and Money: Ten financial moves to prepare you for year end, Wicked Local, December 2021
- Long-Term Care: Ready or Not, Here it Comes, The Street, November 2021
- Your Spouse Dies: How Do You Handle Changed Taxes On The IRA?, Forbes, October 2021
- Investors, Plans, and Money: It'll never happen to me — not, Wicked Local, October 2021
- Schwab Requires All RIA Client to Get Expansive $1 Million E&O Policy, Financial Advisor Magazine, October, 2021
- Investors, Plans, and Money: What it means for the economy and your portfolio, Old Colony Memorial, September, 2021
- 7 Secrets Financial Advisors Know but Probably Won’t Tell You, GoBankingRates, September, 2021
- Getting divorced? Why (and when) to engage a financial advisor, TheStreet, July, 2021
- Investors, Plans, and Money: 2021 the year for giving generously, Old Colony Memorial, June, 2021
- Investors, Plans, and Money: This summer's journey through reading, Old Colony Memorial, June, 2021
- Investors, Plans, and Money: Estate tax changes - prepare for the worst, hope for the best, Old Colony Memorial, June, 2021
- We are sponsoring the 20th Annual Friends of Duxbury COA Golf Classic, View the brochure to learn more
- Investors, Plans and Money: Estate tax changes - prepare for the worst, hope for the best, Old Colony Memorial, June, 2021
- Paula is doing a summer (June-Aug) Let's Talk Money program, View the schedule
- Why You Should Consider a Professional Trustee, TheStreet.com, May, 2021
- The Importance of Checking Beneficiaries for Spousal Inheritance of Retirement Assets, TheStreet.com, April, 2021
- INVESTORS, PLANS, AND MONEY: The changing face of investing, Old Colony Memorial, April, 2021
- INVESTORS, PLANS, AND MONEY: Lessons Larry King teaches us, Old Colony Memorial, March, 2021
- INVESTORS, PLANS, AND MONEY: 1099s in the age of coronavirus, Old Colony Memorial, February, 2021
- Why you need long-term care insurance, TheStreet.com, January, 2021
- INVESTORS, PLANS AND MONEY: The Covid-19 Relief Bill: unpacking its 5,593 pages, Old Colony Memorial, January, 2021
2020
- INVESTORS, PLANS AND MONEY: Rethinking long-term care insurance, Old Colony Memorial, December, 2020
- HSAs as another retirement savings account, TheStreet.com, November, 2020
- INVESTORS, PLANS AND MONEY: It's open enrollment period: Where are your benefits?, Old Colony Memorial, November, 2020
- How to Avoid Mistakes When Dividing Retirement Assets During a Divorce, TheStreet.com, November, 2020
- INVESTORS, PLANS AND MONEY: The unprepared widow: Five shocking truths, Old Colony Memorial, October, 2020
- INVESTORS, PLANS AND MONEY: The Dow and You, Old Colony Memorial, October, 2020
- How Does the SECURE Act Affect Qualified Charitable Distributions?, TheStreet.com, August 2020
- INVESTORS, PLANS AND MONEY: How to take money out of your IRA or 401(k), Old Colony Memorial, August 2020
- Don't Miss the August 31 Deadline to Return 2020 Required Minimum Distributions, TheStreet.com, July 2020
- INVESTORS, PLANS AND MONEY: A list of thoughtful summer reads, Old Colony Memorial, July 2020
- How to Witness Retirement Documents in the Age of Coronavirus, TheStreet.com, June 2020
- INVESTORS, PLANS AND MONEY: Finding certainty in uncertain times, Old Colony Memorial, June 2020
- INVESTORS, PLANS AND MONEY: The Corona experience: time for a financial reinvention?, Old Colony Memorial, May 2020
- INVESTORS, PLANS AND MONEY: 2nd chances: IRS extends IRA contribution deadlines, Old Colony Memorial, April 2020
- INVESTORS, PLANS AND MONEY: Let's be careful out there, Old Colony Memorial, March 2020
- INVESTORS, PLANS AND MONEY: The ultimate gift for loved ones, Old Colony Memorial, February 2020
- Retirement Daily: The 'Widow's Penalty': What Is It and How to Plan, Retirement Daily, February 2020
- Bill Harris & WH Cornerstone Investments featured: Financial Advisors must find their 'niche' to survive over the next 5 to 10 years, CNBC, February 2020
- Bill Harris quoted in: How to trade stocks for beginners, Magnify Money by Lending Tree, January 2020
- INVESTORS, PLANS AND MONEY: The new SECURE Act: Does it affect you?, Old Colony Memorial, January 2020
2019
- INVESTORS, PLANS AND MONEY: Year-end reviews: a chance to celebrate, Old Colony Memorial, December 2019
- The Financial Coach: the Future Financial Adviser?, Journal of Financial Planning, December 2019
- INVESTORS, PLANS AND MONEY: AI: Remember, you control your money, Old Colony Memorial, November 2019
- ASK BOB: IRAs for NON-U.S. RESIDENTS, TheStreet.com, November 2019
- INVESTORS, PLANS AND MONEY: Financial Planning Tools, Old Colony Memorial, October 2019
- INVESTORS, PLANS AND MONEY: Making a difference with ESG investing, Old Colony Memorial, September 2019
- INVESTORS, PLANS AND MONEY: The widow's penalty, Old Colony Memorial, August 2019
- TheStreet: Social Security - The Perils of WEP and GPO, TheStreet - Retirement Daily
- INVESTORS, PLANS AND MONEY: Reverse Mortgages: Seeing them with different eyes, Old Colony Memorial, July 2019
- INVESTORS, PLANS AND MONEY: Books to brighten your summer, Old Colony Memorial, June 2019
- INVESTORS, PLANS AND MONEY: Playing 'catch-up' the safe way, Old Colony Memorial, May 2019
- INVESTORS, PLANS AND MONEY: Power of attorney, Old Colony Memorial, April 2019
- INVESTORS, PLANS AND MONEY: Tax planning and the mystery of the disappearing tax refund, Old Colony Memorial, March 2019
- Bill Harris quoted in: 8 Financial Products Most People Should Avoid, Wallet Hacks, March 11, 2019
- Are you young and in a low tax bracket? Here are 3 reasons you should get a Roth IRA, USA Today, February 27, 2019
- INVESTORS, PLANS AND MONEY: The toughest talk, Old Colony Memorial, February 2019
- INVESTORS, PLANS AND MONEY: Get ready for 'whatever', Old Colony Memorial, January 2019
- It's not about retiring from work; it's about retiring to new opportunities, Retirement Daily, January 16, 2019
2018
- Why you need to have purpose in your daily life even when you retire, USA Today, December 26, 2018
- INVESTORS, PLANS AND MONEY: Holiday season giving, Old Colony Memorial, December 2018
- INVESTORS, PLANS AND MONEY: Time to talk turkey, Old Colony Memorial, November 2018
- Paula Harris quoted in: Advisors in small towns forge strong bonds to build their practice, Investor's Business Daily, October 2018
- INVESTORS, PLANS AND MONEY: Wall Street and MLB have much in common, Old Colony Memorial, October 2018
- INVESTORS, PLANS AND MONEY: Beware big brother, Old Colony Memorial, September 2018
- INVESTORS, PLANS AND MONEY: Fall should be planning season, Old Colony Memorial, August 2018
- INVESTORS, PLANS AND MONEY: What would Plato think?, Old Colony Memorial, July 2018
- WH Cornerstone Investments Inc. to host women's retreat, Old Colony Memorial, August 2018
- Bill Harris quoted in: Marketing failures and fixes, Journal of Financial Planning, July 2018
- INVESTORS, PLANS AND MONEY: Books to make your summer, Old Colony Memorial, June 2018
- Bill Harris quoted in: Financial advisors' best tips for taking the CFP exam, Financial Planning Magazine, May 2018
- INVESTORS, PLANS AND MONEY: Stick to the plan, Old Colony Memorial, May 2018
- Journal on the Round webinar hosted by Bill Harris: Financial Planners Need To Start Asking Clients About Digital Assets, Financial Advisor Magazine, April 26, 2018
- INVESTORS, PLANS AND MONEY: Plan your advisors turnover, Old Colony Memorial, April 2018
- INVESTORS, PLANS AND MONEY: Chess and the art of taxes, Old Colony Memorial, March 2018
- INVESTORS, PLANS AND MONEY: Too good to be true, Old Colony Memorial, February 2018
- INVESTORS, PLANS AND MONEY: The new tax law and you, Old Colony Memorial, January 2018
2017
- INVESTORS, PLANS AND MONEY: Prepare to be ambushed, Old Colony Memorial, December 2017
- INVESTORS, PLANS AND MONEY: Divorce requires planning, Old Colony Memorial, October 2017
- Bill Harris quoted in: How to avoid some of the more common IRA mistakes, USA Today, September 29, 2017
- INVESTORS, PLANS AND MONEY: Blue Zone retirement, Old Colony Memorial, September 2017
- INVESTORS, PLANS AND MONEY: Act early, plan now, Old Colony Memorial, August 2017
- INVESTORS, PLANS AND MONEY: Financial freedom playbook, Old Colony Memorial, July 2017
- How to Create a Client Retreat, Journal of Financial Planning, July 2017
- INVESTORS, PLANS AND MONEY: Great books for book nerds, Old Colony Memorial, June 2017
- Did you designate your spouse as the beneficiary of your retirement accounts?, MarketWatch, June 16, 2017
- Bill Harris quoted in: A target-date fund for retirees who aren’t sure how to invest — and need to take RMDs, MarketWatch, June 14, 2017
- INVESTORS, PLANS AND MONEY: Be prepared for whatever tax changes may come, Old Colony Memorial, May 2017
- INVESTORS, PLANS AND MONEY: Simplify, simplify, simplify, Old Colony Memorial, April 26, 2017
- Preparing clients for widowhood, Journal of Financial Planning, April 2017
- INVESTORS, PLANS AND MONEY: Avoiding "gray divorce", Old Colony Memorial, March 28, 2017
- INVESTORS, PLANS AND MONEY: Beware the bear, Old Colony Memorial, March 2, 2017
- Harris elected president, Old Colony Memorial, February 15, 2017
- Paula Harris shares her story in: Personal transformation: Mind, body, spirit, Patriot Ledger, February 1, 2017
- INVESTORS, PLANS AND MONEY: Resolution: Create more wealth, Old Colony Memorial, January 25, 2017
2016
- INVESTORS, PLANS AND MONEY: Casting light upon the darkness, Old Colony Memorial, December 20, 2016
- Bill Harris interviewed Live at the Schwab IMPACT Conference, BMO Global Asset Management podcast, November, 2016
- INVESTORS, PLANS AND MONEY: What to expect from Trump, Old Colony Memorial, November 23, 2016
- Bill Harris quoted in: How will Trump affect your wallet?, Patriot Ledger, November 18, 2016
- INVESTORS, PLANS AND MONEY: Planning for the end, Old Colony Memorial, October 31, 2016
- INVESTORS, PLANS AND MONEY: Solar caution flags, Old Colony Memorial, October 2, 2016
- Can’t Pay? File Anyway, Journal of Financial Planning, September 2016
- INVESTORS, PLANS AND MONEY: How about that work, Old Colony Memorial, September 5, 2016
- INVESTORS, PLANS AND MONEY: Off with the TV!, Old Colony Memorial, July 26, 2016
- Estate planning can help avoid conflict, The Gist, July-August, 2016
- INVESTORS, PLANS AND MONEY: Ali & his greatest (potential) fight, Old Colony Memorial, June 27, 2016
- Bank robbery by another name, The Gist, June-July, 2016
- INVESTORS, PLANS AND MONEY: Escheatment, pretty much what it sounds like, Old Colony Memorial, May 29, 2016
- SEPs and SIMPLE IRAs: Employer Plans or IRAs?, Journal of Financial Planning, May 2016
- Which plan suits you?, The Gist, May-June, 2016
- INVESTORS, PLANS AND MONEY: Which plan suits you?, Old Colony Memorial, April 26, 2016
- Knee-jerk reaction no-way to invest, The Gist, April-May 2016
- FINANCIAL PLANNING ASSOCIATION OF MASS: Bill Harris announced as president-elect for 2016, Kingston Reporter, March 16, 2016
- Bill Harris quoted in: Market yogis: financial planners take up yoga, Reuters, March 8, 2016
- INVESTORS, PLANS AND MONEY: Swinging for the Fences, Old Colony Memorial, March 2, 2016
- Make this your best year yet: Ways to maximize your finances for financial and personal growth, Old Colony Memorial, February 9, 2016
- INVESTORS, PLANS AND MONEY: Don’t ignore 1099s, Old Colony Memorial, January 31, 2016
- Paula Harris quoted in: BUSINESS PANEL: New year, new opportunities, The Patriot Ledger, January 23/24, 2016
- Navigate Tax Planning in New Knowledge Circle, Journal of Financial Planning, January 2016
2015
- INVESTORS, PLANS AND MONEY: Strategizing Social Security, Old Colony Memorial, November 25, 2015
- Budget Bill Makes MAJOR Changes to Social Security Planning, Boston.com, November 10, 2015
- INVESTORS, PLANS AND MONEY: Being mortal, Old Colony Memorial, October 25, 2015
- Paula Harris quoted in: Lessons Learned: Where do you go for business advice?, Boston Business Journal, October 9, 2015
- Paula Harris quoted in: BUSINESS PANEL: Nurturing the spirit of entrepreneurship, The Patriot Ledger, October 3/4, 2015
- INVESTORS, PLANS AND MONEY: Take a hike!, Old Colony Memorial, October 4, 2015
- Bill Harris featured in: Advisors Raise Their Profile By Sending Newsletters, Investors Business Daily, September 28, 2015
- INVESTORS, PLANS AND MONEY: Sweet strains of the HARP, Old Colony Memorial, August 30, 2015
- Paula Harris quoted in: Lessons Learned: Where do you do your best networking?, Boston Business Journal, August 9, 2015
- Paula Harris quoted in: PLYMOUTH AREA CHAMBER OF COMMERCE: Women Mean Business aboard the Pilgrim Belle, Old Colony Memorial, July 31, 2015
- INVESTORS, PLANS AND MONEY: The rise of social media and finance, Old Colony Memorial, July 26, 2015
- Paula Harris quoted in: BUSINESS PANEL: Making the most of your time away from work, The Patriot Ledger, July 18/19, 2015
- INVESTORS, PLANS AND MONEY: Summer reads can make you fiscally fit, Old Colony Memorial, June 28, 2015
- INVESTORS, PLANS AND MONEY: Choosing a financial services professional, Old Colony Memorial, May 26, 2015
- INVESTORS, PLANS AND MONEY: ‘Step up’ and do the research, Old Colony Memorial, April 29, 2015
- Paula Harris quoted in: BUSINESS PANEL: Assessing the local effect of an interest rate hike, The Patriot Ledger, April 25, 2015
- W.H. Cornerstone Investments named Director's Partner for the South Shore Chamber of Commerce, Kingston Reporter, April 10, 2015
- INVESTORS, PLANS AND MONEY: Seige season is here, Old Colony Memorial, March 31, 2015
- Paula Harris quoted in: BUSINESS PANEL: Making the most of retirement funds, The Patriot Ledger, March 7, 2015
- INVESTORS, PLANS AND MONEY: Can be broken heart month for many, Old Colony Memorial, February 28, 2015
- BILL HARRIS: Uncle Sam wants a piece of your Super Bowl winnings, Patriot Ledger, January 30, 2015
- INVESTORS, PLANS AND MONEY: Happy 40th birthday, IRA, Old Colony Memorial, January 24, 2015
- A New Year Financial Checkup, Patriot Ledger, January 21, 2015, Patriot Ledger 20150121 finances
- Paula Harris quoted in: BUSINESS PANEL: New Year’s resolutions, The Patriot Ledger, January 3/4, 2015
2014
- INVESTORS, PLANS AND MONEY: Taxes and year-end, Old Colony Memorial, December 26, 2014
- INVESTORS, PLANS AND MONEY: Getting financially fit, Old Colony Memorial, December 7, 2014
- INVESTORS, PLANS AND MONEY: Behavioral finance, Old Colony Memorial, October 27, 2014
- INVESTORS, PLANS AND MONEY: Eagle eye on Social Security, Old Colony Memorial, September 25, 2014
- INVESTORS, PLANS AND MONEY: Quick, look into QLAC, Old Colony Memorial, August 25, 2014
- Paula Harris quoted in: BUSINESS PANEL: Making sense of the Market Basket standoff, The Patriot Ledger, August 23/24, 2014
- INVESTORS, PLANS AND MONEY: Take care with inherited IRA’s, Old Colony Memorial, July 25, 2014
- Paula Harris quoted in: BUSINESS PANEL: Is education meeting our new economy needs, The Patriot Ledger, July 19/20, 2014
- INVESTORS, PLANS AND MONEY: Splitting hairs, Old Colony Memorial, June 29, 2014
- Paula Harris quoted in: BUSINESS PANEL: Where's the smart money headed next?, The Patriot Ledger, June 7, 2014
- Bill Harris interviewed in: The Other Side of Money: What is the greatest lesson your father taught you about money?, KBK Wealth Connection, June, 2014
- INVESTORS, PLANS AND MONEY: High Frequency Trading, Old Colony Memorial, May 23, 2014
- INVESTORS, PLANS AND MONEY: 'File and Suspend', Old Colony Memorial, April 28, 2014
- INVESTORS, PLANS AND MONEY: That time of the year, Old Colony Memorial, March 28, 2014
- Paula Harris quoted in: BUSINESS PANEL: Does political posturing affect global or local business trends?, The Patriot Ledger, March 22/23, 2014
- INVESTORS, PLANS AND MONEY: What's the skinny on MyRA?, Old Colony Memorial, February 28, 2014
- Paula Harris quoted in: BUSINESS PANEL: Obamacare not too much of a headache for local business, The Patriot Ledger, February 15/16, 2014
- WH Cornerstone Investments moves to Kingston, Kingston Reporter, February 7, 2014
- You can't shelf this one...MyRA!, Boston.com, February 3, 2014
- INVESTORS, PLANS AND MONEY: Know what you are getting into, Old Colony Memorial, January 24, 2014
- 5 Tips to Avoid a Real “Wolf of Wall Street”, Boston.com, January 21, 2014
2013
- Paula Harris quoted in: Tips from our economic panel on year-end fiscal housekeeping, The Patriot Ledger, December 14/15, 2013
- INVESTORS, PLANS AND MONEY: New Treasury notes a solid investment, Duxbury Reporter, December 13, 2013
- INVESTORS, PLANS AND MONEY: What you need to know before December 31, Duxbury Reporter, November 29, 2013
- INVESTORS, PLANS AND MONEY: Open season for confusion, Duxbury Reporter, October 25, 2013
- Paula Harris quoted in: The Fed Chair Choice, The Patriot Ledger, October 19/20, 2013
- Paula Harris quoted in: The Wage Increase Debate with the Ledger Economic Advisory Panel, The Patriot Ledger, September 21, 2013
- INVESTORS, PLANS AND MONEY: The Down from then to now, Duxbury Reporter, September 20, 2013
- INVESTORS, PLANS AND MONEY: That pumpkin might make it to outerspace after all, Duxbury Reporter, August 23, 2013
- INVESTORS, PLANS AND MONEY: Protect your financial records from disaster, Duxbury Reporter, July 19, 2013
- WH Cornerstone Investments is a proud sponsor of "Tuesday's with Phil"--a musical collaboration between the Plymouth Philharmonic and the South Shore YMCA.
- Bill Harris quoted in ETF Investing For Q3: 10 Ideas From 10 Strategists, Investor's Business Daily, July 2, 2013
- INVESTORS, PLANS AND MONEY: How is this 'relief' for taxpayers?, Duxbury Reporter, June 28, 2013
- Bill Harris named membership director for the board of directors of the Financial Planning Association of MA, Suffolk Alumni Magazine, Spring/Summer 2013
- Paula Harris quoted in Economic advisory panel shares advice for small businesses, The Patriot Ledger, June 22, 2013
- Bill Harris gives advice in IT’S RAINING, IT’S POURING: HOW TO START SAVING, Boston.com, June 2013
- INVESTORS, PLANS AND MONEY: The 1-2-3s of 529 plans, Duxbury Reporter, May 24, 2013
- Paula Harris quoted in: Experts wary of changes in health care, The Patriot Ledger, May 11, 2013
- INVESTORS, PLANS AND MONEY: Bitcoin, Duxbury Reporter, April 26, 2013
- Bill Harris quoted in: Your Most Reviewed Online Information, Financial Advisor, April 2013
- INVESTORS, PLANS AND MONEY: What if you don't have a presidential pension?, Duxbury Reporter, March 22, 2013
- Paula Harris named a Wonder Women: 10 Influential Female Figures with the Power to Inspire, South Shore Living magazine, March 2013
- Paula Harris quoted in: The South Shore Arts | Business | Life, Boston Magazine, March 2013
- Paula Harris quoted in: What's in store for mortgages this year?, The Patriot Ledger, March 2/3, 2013
- INVESTORS, PLANS AND MONEY: Frozen Dead Guy Days, Duxbury Reporter, February 22, 2013
- Bill Harris featured in: The most common financial planning mistakes, Boston.com, February 21, 2013
- Financial Planning Association of MA names William Harris to Board as Membership Director
- Paula Harris quoted in Local experts have reservations about Patrick’s tax plan, Patriot Ledger, February 2/3, 2013
- Estate Planning: Name your beneficiaries, Duxbury Reporter, Friday, Feburary 1, 2013
- INVESTORS, PLANS AND MONEY: The American Taxpayer Relief Act, Duxbury Reporter, January 25, 2013
- Women and Wealth Workshop, Tuesday, March 19 from 7:00-8:30 p.m. at the Duxbury Middle School Library
- INVESTORS, PLANS AND MONEY: Resolutions and mantras, Duxbury Reporter, January 4, 2013
2012
- Paula Harris quoted in: Local experts weigh in on the fiscal cliff, Patriot Ledger, December 29/30, 2012
- INVESTORS, PLANS AND MONEY: Hold on to your wallets, Duxbury Reporter, November 30, 2012
- Paula Harris quoted in: South Shore financial gurus air views on casinos, Patriot Ledger, November 10, 2012
- INVESTORS, PLANS AND MONEY: Fed policy shows little faith in fast recovery, Duxbury Reporter, November 2, 2012
- Paula Harris quoted in: Local experts weigh in on a new recession, Patriot Ledger, October 13/14, 2012
- INVESTORS, PLANS AND MONEY: The atomic bomb and financial planning, Duxbury Reporter, October 5, 2012
- Paula Harris quoted in: How to set boundries with clients and friends when they become "freebie-seekers", RIABiz.com, September 17, 2012
- Laden with debt, baby boomers face a long and grim road to retirement, Patriot Ledger, September 12, 2012
- Paula Harris quoted in: Economic panel debates extending Bush-era tax breaks, Patriot Ledger, September 8, 2012
- INVESTORS, PLANS AND MONEY: The 'MERS' Landing, Duxbury Reporter, August 24, 2012
- A Clipper Visit with Paula Harris, Duxbury Clipper, August 1, 2012
- INVESTORS, PLANS & MONEY: A lot to be said for "old school" investing, Duxbury Reporter, July 27 2012
- INVESTORS, PLANS & MONEY: Yield of Dreams, Duxbury Reporter, June 22, 2012
- Bill Harris was a guest on Radio Entrepreneurs: Sharing the Success of Entrepreneurship, June 7, 2012
- Paula Harris featured in Lessons Learned | What's the best way to handle cold calls?, Boston Business Journal, June 1-7, 2012
- Paula Harris quoted in: Local experts weigh in on unemployment in Massachusetts, Patriot Ledger, May 29, 2012
- INVESTORS, PLANS & MONEY: Take care in choosing a trustee, Duxbury Reporter, May 25, 2012
- Paula Harris moderates a panel "Family Business and Innovation", Southern New England Entrepreneurs Forum, May 10, 2012
- INVESTORS, PLANS & MONEY: Women should not fear their finances, Duxbury Reporter, April 27, 2012
- Bill Harris moderates a discussion for the Boston Estate Planning Council: "A Conversation About All Things Roth IRA", April 4, 2012 in Boston
- Paula Harris quoted in: With right approach, stocks can be a smart bet, Patriot Ledger, March 3, 2012
- Bill Harris is on the faculty of Estate Planning: MCLE BasicsPlus, May 8 & May 9 in Boston.
- INVESTORS, PLANS & MONEY: Avoiding the retirement 10-percent penalty, Duxbury Reporter, March 23, 2012
- Bill Harris quoted in Vanguard steps up efforts to woo advisers, Investment New, March 11, 2012
- Paula Harris speaks at Bridgewater State University: Financial Mistakes to Avoid, March 7, 2012
- INVESTORS, PLANS & MONEY: 401(k) transparency, Duxbury Reporter, March 9, 2012
- Paula Harris quoted in: Invest in the Rest of 2011–Ledger economic advisory panelists offer advice to improve your financial situation, Boston Business Journal, February 10-16, 2012
- INVESTORS, PLANS & MONEY: Create a solid financial 2012, Duxbury Reporter, January 27, 2012
- Budgeting 101, Old Colony Memorial, January 26, 2012
- Paula Harris elected chairman of South Shore Chamber, Cape & Plymouth Business, January 9, 2012
- Paula Harris | Human Capital: Chairman of the Board 2012, South Shore Chamber of Commerce, Boston Business Journal, January 6, 2012
- Duxbury’s Paula Harris named chairman of South Shore Chamber of Commerce Board of Directors, Duxbury Reporter, January 6, 2012
- 7 financial New Year's resolutions for 2012, Boston.com, January 3, 2012
- Bill Harris, workshop presenter: Robert's Rules of Order 101: "Conducting efficient and orderly meetings on your Board or Committee", Plymouth Area Chamber of Commerce, February 1, 2012
- Personal finance chat with Bill Harris: 7 financial New Year's resolutions for 2012, Boston Globe boston.com, January 3, 2012
2011
- Paula Harris quoted in: What's your outlook for the economy in 2012--Ledger economic advisory panel, Patriot Ledger, December 31, 2011
- INVESTORS, PLANS & MONEY: Year-end financial ideas to make your life prudent and prosperous, Duxbury Reporter, December 23, 2011
- Paula Harris quoted in: Invest in the Rest of 2011--Ledger economic advisory panelists offer advice to improve your financial situation, Patriot Ledger, December 16, 2011
- INVESTORS, PLANS & MONEY: Know the penalties for early withdrawals, Duxbury Reporter, November 25, 2011
- INVESTORS, PLANS & MONEY: Open-enrollment season for employee benefits, Duxbury Reporter, October 28, 2011
- INVESTORS, PLANS & MONEY: Incentive Trusts--Inheritances with strings attached, Duxbury Reporter, September 23, 2011
- Paula Harris quoted in: Next cut is the deepest, Patriot Ledger, September 23, 2011
- Paula Harris quoted in: Hanging Tough--Ledger economic advisory panelists warn regular investors against making any rash moves because of stock market's gyrations, Patriot Ledger, September 10/11, 2011
- INVESTORS, PLANS & MONEY: Don't give in to the panic of volatile markets, Duxbury Reporter, August 28, 2011
- Bill Harris featured in Lessons Learned | What business advice did you ignore, and rightly so?, Boston Business Journal, August 12-18, 2011
- Bill Harris quoted in South Shore analysts give advice about buying, selling gold, Patriot Ledger, August 13/14, 2011
- INVESTORS, PLANS & MONEY: The debt-ceiling cliff hanger, Duxbury Reporter, July 22, 2011
- WH Cornerstone Investments featured in Lessons Learned: How will the economy fare in the second half of 2011?, Boston Business Journal, July 8-14, 2011
- INVESTORS, PLANS & MONEY: Are you getting good advice?, Duxbury Reporter, June 25, 2011
- Paula Harris quoted in: Where the jobs are--Ledger economic advisory panelists offer predictions on job growth, Patriot Ledger, June 10, 2011
- INVESTORS, PLANS & MONEY: IRAs in divorce, Duxbury Reporter, May 27, 2011
- Local women honored at 'Speak for Thyself' awards, Duxbury Clipper, May 25, 2011
- INVESTORS, PLANS & MONEY: Many ways to give, Duxbury Reporter, April 29, 2011
- Reading the Financial Tea Leaves, InvestorUprising.com, April 8, 2011
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned: What's the most valuable lesson you learned from the Great Recession?, Boston Business Journal, April 1-7, 2011
- INVESTORS, PLANS & MONEY: What to know before you give, Duxbury Reporter, March 25, 2011
- Paula Harris quoted in Economic advisory panel: With right approach, stocks can be a smart bet, Patriot Ledger, March 3, 2011
- Bill Harris quoted in Change as you close in: Advisers say make plan for retirement, adjust as you age, The Boston Globe, February 27, 2011
- Paula Harris quoted in Assessing: the job market, Patriot Ledger, February 26-27, 2011
- Paula Harris quoted in Thinking Politically: divergent election results will have modest effects on the economy this year, Patriot Ledger, January 15-16, 2011
- INVESTORS, PLANS & MONEY: Estate tax relief, at least for now, Duxbury Reporter, January 28, 2011
2010
- Investors, Plans & Money: A year-end financial checklist, Duxbury Reporters, December 24, 2010
- Paula Harris quoted in Taxing Time: The clock is running out to make important financial decisions before the year ends, Patriot Ledger, December 24-26, 2010
- Investors, Plans & Money: Moiling for Gold, Duxbury Reporters, November 26, 2010
- Investors, Plans & Money: Now is the time for tax planning, Duxbury Reporters, October 28, 2010
- Paula Harris served on the Stars 40 Under 40 Awards 2010 Selection Committee, Celebrating the South Shore's Emerging Leaders, South Shore Day Care / Stars, September 2010
- Investors, Plans & Money: Five steps for controlling financial clutter, Duxbury Reporter, September 24, 2010
- Bill Harris quoted in South Shore money gurus offer advice, Patriot Ledger, September 25/26, 2010
- INVESTORS, PLANS AND MONEY: The Dodd-Frank Act. Is it real reform?, Duxbury Reporter, August 27, 2010
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned: What one course should every business school teach?, Boston Business Journal, September 3-9, 2010
- INVESTORS, PLANS AND MONEY: One must be brave on the quest for income, Duxbury Reporter, July 23, 2010
- Paula Harris quoted in Are casinos worth the gamble? Economic experts offer contrasting views, Patriot Ledger, July 22, 2010
- INVESTORS, PLANS AND MONEY: Take a long look at your short-term gains, Duxbury Reporter, June 25, 2010
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned: What is the biggest challenge you face in planning company outings?, Boston Business Journal, June 4-10, 2010
- INVESTORS, PLANS AND MONEY: Get ready for new Medicare related taxes in 2013, Duxbury Reporter, May 28, 2010
- Mozzarella Cheese Making - In 30 minutes! Feel Good Living TV with Stacey Shipman, May 1, 2010
- INVESTORS, PLANS AND MONEY: Introducing BABs, Duxbury Reporter, April 23, 2010
- Paula Harris quoted in New group encourages people to eat locally, Patriot Ledger, April 6, 2010
- Paula Harris quoted in Lost Your Job? Take a Pink-Slip Trip, Mint.com, April 2, 2010
- INVESTORS, PLANS AND MONEY: It’s spring! Time to clean your finances!, Duxbury Reporter, March 27, 2010
- The honorees at the South Shore Community Action Council’s 16th annual Local Heroes Award Night, Old Colony Memorial, March 27, 2010
- Bill and Paula Harris named "Local Heros" by the South Shore Community Action Council, Patriot Ledger, March 27/28, 2010
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned | What was your greatest fear when it came to starting your own business?, Boston Business Journal, March 26-April 1, 2010
- Paula Harris has been invited to speak at "Join the Communication Revolution: Revitalize your business through Marketing, Networking and Social Media" at the South Shore Women's Business Network's Professional Development Day on May 6, 2010 from 8:00 a.m. to 6:00 p.m.
- Paula Harris has been invited to speak to the Holy Family Church Women's Club of Duxbury on April 9, 2010 at 7:00 p.m. She'll be talking about money matters for women.
- Paula Harris is featured in: Make mozzarella quickly and easily in your own kitchen, Patriot Ledger, March 17, 2010
- INVESTORS, PLANS AND MONEY: Getting your IRA in order, Duxbury Reporter, February 26, 2010
- Paula Harris is quoted in: Planning for the long hall: What's the most common mistake that people make when saving for their retirement?, Patriot Ledger, February 21/22, 2010
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned | What’s the most important advice you can give about approaching a venture capitalist?, Boston Business Journal, January 22-29, 2010
2009
- Business of the Month: WH Cornerstone Investments, Duxbury Reporter, December 4, 2009
- Paula Harris is quoted in: OUR OPINION: Reason to hope recovery will be under the tree this year, Patriot Ledger, November 27, 2009
- Paula Harris is quoted in: High holiday anxiety, Patriot Ledger, November 19, 2009
- Paula Harris is quoted in: Massachusetts economy may be one of first to emerge from recession, Patriot Ledger, November 14/15, 2009, WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned | What is the biggest mistake an entrepreneur can make?, Boston Business Journal, November 6-12, 2009
- Mozzarella Maven: Mama Mia! Mozzarella! Unleash Your Inner Chef | August 2009
- Who To Know… Meet Duxbury’s Paula Harris!, South Shore Live, August 2009
- Sharing Plymouth’s best-kept secret: New Phil president brings new ideas to established orchestra, Old Colony Memorial, August 1, 2009
- Paula Harris quoted in: The high price of saving more, Patriot Ledger, July 14, 2009
- Paula Harris quoted in: Taxing Situation: Pending sales tax hike tops list of economic concerns, Patriot Ledger, July 4, 2009
- Paula Harris quoted in: Staying Afloat: Creative ways to bring in new business in a tough market, Registered Rep, July 1, 2009
- Paula Harris quoted in: Risky Business: Can you tolerate major financial moves?, Lola, July 2009
- Paula Harris judged the 2009 The Best & Brightest Awards, A recognition program designed to spotlight outstanding young adults in various communities covered by CNC's local newspapers, Community Newspaper Company's The Best & Brightest supplement, June 2009
- Paula Harris quoted in: Economic experts: No simple answer as to when things will turn around, Patriot Ledger, June 10, 2009
- Paula Harris quoted in: Extra credit: Local banks still hunt for borrowers despite stricter lending standards, Patriot Ledger, June 6/7, 2009
- Bill Harris, CFP® quoted in: Self-Improvement Solutions: The Benefits of a Study Group, Journal of Financial Planning, May 2009
- Paula Harris was a recent panelist for the Boston Women in Finance’s annual Entrepreneur Panel, Boston, April 29, 2009
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned | What do you do to keep morale up during difficult economic times?, Boston Business Journal, April 24-30, 2009
- Paula Harris is quoted in: Economic Panel: Networking can help you bounce back from job loss, Patriot Ledger | April 18, 2009
- Paula Harris is quoted in: Economic experts: Think big to jumpstart South Shore economy, Patriot Ledger | April 9, 2009
- Passions: The Art of Cheese features Paula Harris’ cheesemaking hobby, The Glass Hammer | March 27, 2009
- Bill Harris is quoted in: Make the Most of Company 401(k) Meetings, MainStreet.com | March 16, 2009
- Paula Harris is featured in: Financial advisers bulk up operations to lure skittish investors, Boston Business Journal | March 13, 2009
- Paula Harris is quoted in: ECONOMIC PANEL: South Shore experts expect stock market recovery by year-end, Patriot Ledger | February 29, 2009
- Paula Harris interviewed on Stacey Shipman’s TV show Back to Your Senses, February 2009
- Paula Harris will present at the Cranberry County Chamber of Commerce’s Elements for Excellence Conference, Massasoit Community College, March 24, 2009
- Paula Harris is quoted in: Experts: Don't expect any stimulus to immediately jump start economy, Patriot Ledger | February 4, 2009
- Paula Harris is recognized as a Top 10 in Financial Services, Women's Business, February 2009
- Bill Harris presented Keeping Your Business On Track During Difficult Business Times, South Shore Chamber of Commerce, January 27, 2009
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned | How important are business associations to your business?, Boston Business Journal, January 23-29, 2009
- Paula Harris is quoted in: Local experts predict that economic problems will continue through 2009, Patriot Ledger | January 2, 2009
- For the Love of Cheese: A lesson from Duxbury’s resident mozzarella maven, Paula Harris, South Shore Living | January/February 2009
- Tuning Into Tough Times: Paula Harris is interviewed on how the Plymouth Philharmonic Orchestra is stepping up to the challenge of today's economy, WAVES the news magazine of the South Shore Chamber of Commerce, January/February 2009
2008
- Paula Harris has been invited to participate on The Patriot Ledger’s Economic Advisory Panel and is quoted in: Economic panel: With hard work, opportunities still out there for job-seekers, Patriot Ledger | December 19, 2008
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned | Is your company having a holiday party this year?, Boston Business Journal, December 12-18, 2008
- Paula Harris will be a speaker on a cruise to the Bahamas–“Money Matters: Seven Things Every Savvy Women Needs to Know to be Wealthy” A Wellness Getaway Cruise for "Single Again" Women--Fresh Start for 2009. Renew, refresh, relax. | February 6-9, 2009
- Paula Harris interviewed on blogtalkradio–Financial Savvy in a Down Economy, Smash the Ladder with Anita & Diane | September 30, 2008
- Paula Harris interviewed on blogtalkradio–Achieving Success in the Corner Office–Now What?, Breaking the Glass Slipper | September 4, 2008
- Paula Harris interviewed for the Eye on Duxbury–Opportunities and Challenges, Plymouth County Business | August/September 2008
- Paula Harris judged the 2008 The Best & Brightest Awards, A recognition program designed to spotlight outstanding young adults in various communities covered by CNC's local newspapers, Community Newspaper Company's The Best & Brightest supplement, June 2008
- Paula Harris nominated for an ARTY award through The Plymouth Cultural Council for her support of the Plymouth Philharmonic Orchestra, Old Colony Memorial | April 23, 2008
- Paula Harris, Duxbury is featured in woMYnZONE--a section for women, The Patriot Ledger and The Enterprise | April 1, 2008
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned | What's the best way to show you value an employee?, Boston Business Journal, February 22-28, 2008
- WH Cornerstone featured in: Get Financially Fit, New Year's resolutions that will affect your 'bottom' line, Community Newspaper Company's Health, Fitness & You supplement, January 2008
2007
- Connecting with the Community: Paula Harris is a compelling catalyst in her community, where she runs a business, serves on a major board and knows how to make cheese!, WAVES the news magazine of the South Shore Chamber of Commerce, July/August 2007
- Paula Harris featured in: Trenta-minuto mozzarella, Duxbury Reporter, April 5, 2007
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned | In starting a business, what's more important: brains or cash?, Boston Business Journal, February 23-March 1, 2007
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned | How important is networking to your business?, Boston Business Journal, February 9-15, 2007
- Bill Harris, CFP® quoted in: Lifecycle funds may streamline retirement planning—or effectively destroy the client-advisor relationship, Wealth Manager, February 2007
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned | Do you find it beneficial to take clients to sporting events?, Boston Business Journal, January 5-11, 2007
2006
- Paula Harris featured in: New President wants Phil to inspire, Old Colony Memorial, September 20, 2006
- Paula Harris is interviewed by Reuters for the article: Generation gaps shape workplace choices, conflicts, Published on July 13, 2006
- Paula Harris is recognized as a Top 10 in Financial Services by Women's Business
- Leverage Donations With a Giving Circle By Paula Harris, Women's Business Boston, June 2006
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned | Boston Business Journal, May 5-11, 2006
- Profiling helps clients and advisors connect: Kolbe A index: Test identifies who will work together and who will clash. National Post, April 3, 2006
- Advisors Put Their Clients to the Test, The Wall Street Journal, March 29, 2006
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned | Boston Business Journal, March 10-16, 2006
2005
- THE PLAYING FIELD: Building a Niche - Here's how a husband-and-wife team are finding success focusing on women clients, Investment Advisor, December 2005
- Networking: Women Ganging up on the South Shore—Duxbury consultant takes the helm of new chapter, The Patriot Ledger, June 16, 2005
- Perfecting Your Pitch: 10 Proven Strategies For Winning The Clients Everyone Wants by Nancy Michaels Career Press c. 2005, Financial-Planning.com
2004
- The Expert’s Corner: What are the best marketing ideas to consider for the year ahead? Bill Harris, CFP® shares his thoughts on creative marketing ideas.
- Complete Your Success with Philanthropy by Paula Harris, Women's Business Boston, October 2004
- Six little known secrets about credit cards by Paula Harris, Downtown Women's Club, September 9, 2004
- Fed's rake hike means work for consumers, Bill Harris, CFP® is quoted in this article, Boston Herald, July 1, 2004
- Ladies—Take Charge of your Financial Future! by Paula Harris, Downtown Women's Club, July 1, 2004
- Is a real estate individual retirement account right for you? by Bill Harris, CFP®, Mass High Tech, June 14, 2004
- Five things to do with your tax refund check by Paula Harris, Downtown Women's Club, April 27, 2004