What we’re talking about…
Before you get to the blog content below, our lawyers have asked us to include some language.
Spoiler alert: slightly boring, but important legal jargon.
The foregoing content reflects the opinions of WH Cornerstone and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.
All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
Goal setting for the new year
As a year comes to a close, in the business world, top companies gather together their leadership teams to assess what’s gone right this year, what’s gone wrong, and what steps they can take to finish the year with strong forward momentum. Taking time to set goals for...
Ways to thrive during adversity
2020 has been an unusually difficult year for everyone. An impending new year typically puts people in a ‘fresh start’ frame of mind, but this new year will likely feel different. The pandemic and resulting complications for our collective wellness and the economy...
The unprepared widow: five shocking truths
There was a knock on the door as Janice cleaned up from breakfast. Jim had left for work, and she was rushing through chores to be free for lunch with her friends. She dried her hands as she walked towards the front door. She could see two men on the camera monitor....
Focus on what you can control
So many of the problems, from the pandemic to the elections, we've faced in 2020 have felt bigger than we are. But are you so wrapped up in big picture challenges that you're overlooking things in your life that you can control? Taking some purposeful steps in these...
The Dow and you
How much do you really know about the Dow? “The Dow today topped the 29,000 mark!” We hear headlines like that again and again. But what do they mean? Investors often refer to “the Dow” and other indexes, when talking about their investments. They’re like someone’s...
How does the SECURE Act affect qualified charitable distributions?
Qualified charitable distributions (QCDs) are a double-win: They allow individuals to reduce their tax bill and give to qualified charities. If you are someone who has participated in QCDs in the past, you are likely wondering how the recently passed SECURE Act will...
