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Goal setting for the new year

Goal setting for the new year

by Paula Harris | Nov 18, 2020 | Curve Ball Planning, Financial Planning, Money Mindset

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...
The unprepared widow: five shocking truths

The unprepared widow: five shocking truths

by Bill Harris, CFP, RMA | Nov 13, 2020 | Widow, Curve Ball Planning, Financial Planning, Money Mindset

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

Focus on what you can control

by Paula Harris | Oct 23, 2020 | Curve Ball Planning, Family, Money Mindset

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...
The Dow and you

The Dow and you

by Bill Harris, CFP, RMA | Oct 21, 2020 | Investing, Financial Planning, Money Mindset

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?

How does the SECURE Act affect qualified charitable distributions?

by Bill Harris, CFP, RMA | Oct 16, 2020 | Financial Planning, Investing, Money Mindset, Retirement

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...
Markets and elections

Markets and elections

by Bill Harris, CFP, RMA | Oct 13, 2020 | Investing, Financial Planning, Money Mindset

In the coming weeks we will go through a hyper-partisan presidential election. We keep hearing from clients and prospects that “this time is different”. We disagree. No matter who gets elected, superior companies will continue to grow by acting in their shareholders’...
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Duxbury, MA 02331

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13 Tremont Street
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Privacy Policy | Annual Disclosure
W.H. Cornerstone Investments Inc. (“WH Cornerstone”) is registered as an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WH Cornerstone in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WH Cornerstone, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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