Investing

The new SECURE Act: Does it affect you?
By Bill Harris, CFP on January 31, 2020
While no one was watching – right before Christmas – Congress folded an essential piece of legislation into a...
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Year-end reviews give you reasons to celebrate
By Bill Harris, CFP on January 1, 2020
The best way to start and end a year is with clarity. Lisa sat in her favorite chair. Outside...
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AI: Remember, you control your money
By Bill Harris, CFP on December 12, 2019
You may be gliding happily into all the technological innovations that affect how you handle your money. Or you...
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Financial planning tools
By Bill Harris, CFP on October 30, 2019
As we get further and further away from ever balancing a physical checkbook, a few people may hold on...
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Making a difference with ESG investing
By Bill Harris, CFP on October 8, 2019
Tanya is getting more and more interested in what is in the investment portfolio she inherited when Frank died....
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For close to three decades, WH Cornerstone Investments, Inc. has helped build the wealth and secure the financial foundations for clients throughout the United States.

Our years in the industry have shown us many things. One thing we know for sure is life throws many curve balls. It’s why our firm is passionate about empowering people to see their future as greater than their past, especially in times of transition.

The death of a spouse, a divorce or even retirement can feel like insurmountable challenges. WH Cornerstone Investments, Inc. is there with a plan of action and a way to rebuild your financial (and personal) life. It’s truly our higher purpose.

Investing

The new SECURE Act: Does it affect you?

Year-end reviews give you reasons to celebrate

AI: Remember, you control your money

Financial planning tools

Making a difference with ESG investing

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