INVESTORS, PLANS AND MONEY: Beware big brother

Old Colony Memorial, September 2018
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INVESTORS, PLANS AND MONEY: Stick to the plan

Old Colony Memorial, May 2018
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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
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INVESTORS, PLANS AND MONEY: Plan your advisors turnover

Old Colony Memorial, April 2018
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INVESTORS, PLANS AND MONEY: Chess and the art of taxes

Old Colony Memorial, March 2018
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INVESTORS, PLANS AND MONEY: Too good to be true

Old Colony Memorial, February 2018
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INVESTORS, PLANS AND MONEY: The new tax law and you

Old Colony Memorial, January 2018
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INVESTORS, PLANS AND MONEY: Prepare to be ambushed

Old Colony Memorial, December 2017
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INVESTORS, PLANS AND MONEY: Divorce requires planning

Old Colony Memorial, October 2017
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Bill Harris quoted in: How to avoid some of the more common IRA mistakes

USA Today, September 29, 2017
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INVESTORS, PLANS AND MONEY: Blue Zone retirement

Old Colony Memorial, September 2017
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INVESTORS, PLANS AND MONEY: Act early, plan now

Old Colony Memorial, August 2017
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INVESTORS, PLANS AND MONEY: Financial freedom playbook

Old Colony Memorial, July 2017
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How to Create a Client Retreat

INVESTORS, PLANS AND MONEY: Great books for book nerds

Old Colony Memorial, June 2017
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Did you designate your spouse as the beneficiary of your retirement accounts?

MarketWatch, June 16, 2017
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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
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INVESTORS, PLANS AND MONEY: Be prepared for whatever tax changes may come

Old Colony Memorial, May 2017
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INVESTORS, PLANS AND MONEY: Simplify, simplify, simplify

Old Colony Memorial, April 26, 2017
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Preparing clients for widowhood

Journal of Financial Planning, April 2017
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INVESTORS, PLANS AND MONEY: Avoiding “gray divorce”

Old Colony Memorial, March 28, 2017
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INVESTORS, PLANS AND MONEY: Beware the bear

Old Colony Memorial, March 2, 2017
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Harris elected president

Old Colony Memorial, February 15, 2017
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Paula Harris shares her story in: Personal transformation: Mind, body, spirit

Patriot Ledger, February 1, 2017
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INVESTORS, PLANS AND MONEY: Resolution: Create more wealth

Old Colony Memorial, January 25, 2017
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INVESTORS, PLANS AND MONEY: Casting light upon the darkness

Old Colony Memorial, December 20, 2016
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Bill Harris interviewed Live at the Schwab IMPACT Conference

BMO Global Asset Management podcast, November, 2016
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INVESTORS, PLANS AND MONEY:  What to expect from Trump

Old Colony Memorial, November 23, 2016
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Bill Harris quoted in: How will Trump affect your wallet?

Patriot Ledger, November 18, 2016
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INVESTORS, PLANS AND MONEY: Planning for the end

Old Colony Memorial, October 31, 2016
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INVESTORS, PLANS AND MONEY: Solar caution flags

Old Colony Memorial, October 2, 2016
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Can’t Pay? File Anyway

Journal of Financial Planning, September 2016
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INVESTORS, PLANS AND MONEY: How about that work

Old Colony Memorial, September 5, 2016
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INVESTORS, PLANS AND MONEY: Off with the TV!

Old Colony Memorial, July 26, 2016
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Estate planning can help avoid conflict

The Gist, July-August, 2016
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INVESTORS, PLANS AND MONEY: Ali & his greatest (potential) fight

Old Colony Memorial, June 27, 2016
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Bank robbery by another name

The Gist, June-July, 2016
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INVESTORS, PLANS AND MONEY: Escheatment, pretty much what it sounds like

Old Colony Memorial, May 29, 2016
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SEPs and SIMPLE IRAs: Employer Plans or IRAs?

Journal of Financial Planning, May 2016
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Which plan suits you?

The Gist, May-June, 2016
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INVESTORS, PLANS AND MONEY: Which plan suits you?

Old Colony Memorial, April 26, 2016
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Knee-jerk reaction no-way to invest

The Gist, April-May 2016
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INVESTORS, PLANS AND MONEY: Knee-jerk reaction no-way to invest

Old Colony Memorial, March 27, 2016
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FINANCIAL PLANNING ASSOCIATION OF MASS: Bill Harris announced as president-elect for 2016

Kingston Reporter, March 16, 2016
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Bill Harris quoted in: Market yogis: financial planners take up yoga

Reuters, March 8, 2016
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INVESTORS, PLANS AND MONEY: Swinging for the Fences

Old Colony Memorial, March 2, 2016
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Make this your best year yet: Ways to maximize your finances for financial and personal growth

Old Colony Memorial, February 9, 2016
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INVESTORS, PLANS AND MONEY: Don’t ignore 1099s

Old Colony Memorial, January 31, 2016
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Paula Harris quoted in: BUSINESS PANEL: New year, new opportunities

The Patriot Ledger, January 23/24, 2016
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Navigate Tax Planning in New Knowledge Circle

Journal of Financial Planning, January 2016
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INVESTORS, PLANS AND MONEY: Strategizing Social Security

Old Colony Memorial, November 25, 2015
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Budget Bill Makes MAJOR Changes to Social Security Planning

Boston.com, November 10, 2015
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INVESTORS, PLANS AND MONEY: Being mortal

Old Colony Memorial, October 25, 2015
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Paula Harris quoted in: Lessons Learned: Where do you go for business advice?

Boston Business Journal, October 9, 2015
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Paula Harris quoted in: BUSINESS PANEL: Nurturing the spirit of entrepreneurship

The Patriot Ledger, October 3/4, 2015
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INVESTORS, PLANS AND MONEY: Take a hike!

Old Colony Memorial, October 4, 2015
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Bill Harris featured in: Advisors Raise Their Profile By Sending Newsletters

Investors Business Daily, September 28, 2015
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INVESTORS, PLANS AND MONEY: Sweet strains of the HARP

Old Colony Memorial, August 30, 2015
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Paula Harris quoted in: Lessons Learned: Where do you do your best networking?

Boston Business Journal, August 9, 2015
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Paula Harris quoted in: PLYMOUTH AREA CHAMBER OF COMMERCE: Women Mean Business aboard the Pilgrim Belle

Old Colony Memorial, July 31, 2015
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INVESTORS, PLANS AND MONEY: The rise of social media and finance

Old Colony Memorial, July 26, 2015
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Paula Harris quoted in: BUSINESS PANEL: Making the most of your time away from work

The Patriot Ledger, July 18/19, 2015
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INVESTORS, PLANS AND MONEY: Summer reads can make you fiscally fit

Old Colony Memorial, June 28, 2015
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INVESTORS, PLANS AND MONEY: Choosing a financial services professional

Old Colony Memorial, May 26, 2015
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INVESTORS, PLANS AND MONEY: ‘Step up’ and do the research

Old Colony Memorial, April 29, 2015
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Paula Harris quoted in: BUSINESS PANEL: Assessing the local effect of an interest rate hike

The Patriot Ledger, April 25, 2015
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W.H. Cornerstone Investments named Director’s Partner for the South Shore Chamber of Commerce

Kingston Reporter, April 10, 2015
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INVESTORS, PLANS AND MONEY: Seige season is here

Old Colony Memorial, March 31, 2015
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Paula Harris quoted in: BUSINESS PANEL: Making the most of retirement funds

The Patriot Ledger, March 7, 2015
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INVESTORS, PLANS AND MONEY: Can be broken heart month for many

Old Colony Memorial, February 28, 2015
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BILL HARRIS: Uncle Sam wants a piece of your Super Bowl winnings

Patriot Ledger, January 30, 2015
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INVESTORS, PLANS AND MONEY: Happy 40th birthday, IRA

Old Colony Memorial, January 24, 2015
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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
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INVESTORS, PLANS AND MONEY: Taxes and year-end

Old Colony Memorial, December 26, 2014
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INVESTORS, PLANS AND MONEY: Getting financially fit

Old Colony Memorial, December 7, 2014
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INVESTORS, PLANS AND MONEY: Behavioral finance

Old Colony Memorial, October 27, 2014
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INVESTORS, PLANS AND MONEY: Eagle eye on Social Security

Old Colony Memorial, September 25, 2014
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INVESTORS, PLANS AND MONEY: Quick, look into QLAC

Old Colony Memorial, August 25, 2014
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Paula Harris quoted in: BUSINESS PANEL: Making sense of the Market Basket standoff

The Patriot Ledger, August 23/24, 2014
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INVESTORS, PLANS AND MONEY: Take care with inherited IRA’s

Old Colony Memorial, July 25, 2014
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Paula Harris quoted in: BUSINESS PANEL: Is education meeting our new economy needs?

The Patriot Ledger, July 19/20, 2014
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INVESTORS, PLANS AND MONEY: Splitting hairs

Old Colony Memorial, June 29, 2014
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Paula Harris quoted in: BUSINESS PANEL: Where’s the smart money headed next?

The Patriot Ledger, June 7, 2014
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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
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INVESTORS, PLANS AND MONEY: High Frequency Trading

Old Colony Memorial, May 23, 2014
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INVESTORS, PLANS AND MONEY: ‘File and Suspend’

Old Colony Memorial, April 28, 2014
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INVESTORS, PLANS AND MONEY: That time of the year

Old Colony Memorial, March 28, 2014
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Paula Harris quoted in: BUSINESS PANEL: Does political posturing affect global or local business trends?

The Patriot Ledger, March 22/23, 2014
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INVESTORS, PLANS AND MONEY: What’s the skinny on MyRA?

Old Colony Memorial, February 28, 2014
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Paula Harris quoted in: BUSINESS PANEL: Obamacare not too much of a headache for local business

The Patriot Ledger, February 15/16, 2014
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WH Cornerstone Investments moves to Kingston

Kingston Reporter, February 7, 2014
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You can’t shelf this one…MyRA!

Boston.com, February 3, 2014
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INVESTORS, PLANS AND MONEY: Know what you are getting into

Old Colony Memorial, January 24, 2014
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5 Tips to Avoid a Real “Wolf of Wall Street”

Boston.com, January 21, 2014
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Paula Harris quoted in: Tips from our economic panel on year-end fiscal housekeeping

The Patriot Ledger, December 14/15, 2013
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INVESTORS, PLANS AND MONEY: New Treasury notes a solid investment

Duxbury Reporter, December 13, 2013
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INVESTORS, PLANS AND MONEY: What you need to know before December 31

Duxbury Reporter, November 29, 2013
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INVESTORS, PLANS AND MONEY: Open season for confusion

Duxbury Reporter, October 25, 2013
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Paula Harris quoted in: The Fed Chair Choice

The Patriot Ledger, October 19/20, 2013
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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
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INVESTORS, PLANS AND MONEY: That pumpkin might make it to outerspace after all

Duxbury Reporter, August 23, 2013
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INVESTORS, PLANS AND MONEY: Protect your financial records from disaster

Duxbury Reporter, July 19, 2013
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For more info:

Bill Harris quoted in ETF Investing For Q3: 10 Ideas From 10 Strategists

Investor’s Business Daily, July 2, 2013
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INVESTORS, PLANS AND MONEY: How is this ‘relief’ for taxpayers?

Duxbury Reporter, June 28, 2013
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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
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Bill Harris gives advice in IT’S RAINING, IT’S POURING: HOW TO START SAVING

Boston.com, June 2013
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INVESTORS, PLANS AND MONEY: The 1-2-3s of 529 plans

Duxbury Reporter, May 24, 2013
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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
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Bill Harris quoted in: Your Most Reviewed Online Information

Financial Advisor, April 2013
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INVESTORS, PLANS AND MONEY: What if you don’t have a presidential pension?

Duxbury Reporter, March 22, 2013
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Paula Harris named a Wonder Women: 10 Influential Female Figures with the Power to Inspire

South Shore Living magazine, March 2013
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Paula Harris quoted in: The South Shore Arts | Business | Life

Boston Magazine, March 2013
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Paula Harris quoted in: What’s in store for mortgages this year?

The Patriot Ledger, March 2/3, 2013
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INVESTORS, PLANS AND MONEY: Frozen Dead Guy Days

Duxbury Reporter, February 22, 2013
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Bill Harris featured in: The most common financial planning mistakes

Boston.com, February 21, 2013
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Financial Planning Association of MA names William Harris to Board as Membership Director

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Paula Harris quoted in Local experts have reservations about Patrick’s tax plan

Patriot Ledger, February 2/3, 2013
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Estate Planning: Name your beneficiaries

Duxbury Reporter, Friday, Feburary 1, 2013
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INVESTORS, PLANS AND MONEY: The American Taxpayer Relief Act

Duxbury Reporter, January 25, 2013
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Women and Wealth Workshop

Tuesday, March 19 from 7:00-8:30 p.m. at the Duxbury Middle School Library
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INVESTORS, PLANS AND MONEY: Resolutions and mantras

Duxbury Reporter, January 4, 2013
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Paula Harris quoted in: Local experts weigh in on the fiscal cliff

Patriot Ledger, December 29/30, 2012
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INVESTORS, PLANS AND MONEY: Hold on to your wallets

Duxbury Reporter, November 30, 2012
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Paula Harris quoted in: South Shore financial gurus air views on casinos

Patriot Ledger, November 10, 2012
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INVESTORS, PLANS AND MONEY: Fed policy shows little faith in fast recovery

Duxbury Reporter, November 2, 2012
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Paula Harris quoted in: Local experts weigh in on a new recession

Patriot Ledger, October 13/14, 2012
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INVESTORS, PLANS AND MONEY: The atomic bomb and financial planning

Duxbury Reporter, October 5, 2012
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Paula Harris quoted in: How to set boundries with clients and friends when they become “freebie-seekers”

RIABiz.com, September 17, 2012
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Laden with debt, baby boomers face a long and grim road to retirement

Patriot Ledger, September 12, 2012
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Paula Harris quoted in: Economic panel debates extending Bush-era tax breaks

Patriot Ledger, September 8, 2012
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INVESTORS, PLANS AND MONEY: The ‘MERS’ Landing

Duxbury Reporter, August 24, 2012
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A Clipper Visit with Paula Harris

Duxbury Clipper, August 1, 2012
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INVESTORS, PLANS & MONEY: A lot to be said for “old school” investing

Duxbury Reporter, July 27 2012
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INVESTORS, PLANS & MONEY: Yield of Dreams

Duxbury Reporter, June 22, 2012
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Bill Harris was a guest on Radio Entrepreneurs: Sharing the Success of Entrepreneurship

June 7, 2012
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Paula Harris featured in Lessons Learned | What’s the best way to handle cold calls?

Boston Business Journal, June 1-7, 2012
Download PDF…

Paula Harris quoted in: Local experts weigh in on unemployment in Massachusetts

Patriot Ledger, May 29, 2012
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INVESTORS, PLANS & MONEY: Take care in choosing a trustee

Duxbury Reporter, May 25, 2012
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Paula Harris moderates a panel “Family Business and Innovation”

Southern New England Entreprenuers Forum, May 10, 2012
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INVESTORS, PLANS & MONEY: Women should not fear their finances

Duxbury Reporter, April 27, 2012
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Bill Harris moderates a discussion for the Boston Estate Planning Council: “A Conversation About All Things Roth IRA”

April 4, 2012 in Boston
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Paula Harris quoted in: With right approach, stocks can be a smart bet

Patriot Ledger, March 3, 2012
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Bill Harris is on the faculty of Estate Planning: MCLE BasicsPlus

May 8 & May 9 in Boston.
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INVESTORS, PLANS & MONEY: Avoiding the retirement 10-percent penalty

Duxbury Reporter, March 23, 2012
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Bill Harris quoted in Vanguard steps up efforts to woo advisers

Investment New, March 11, 2012
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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
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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
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Paula Harris featured in Lessons Learned | How important is social networking to your marketing and outreach?

Boston Business Journal, February 10-16, 2012

INVESTORS, PLANS & MONEY: Create a solid financial 2012

Duxbury Reporter, January 27, 2012
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Budgeting 101

Old Colony Memorial, January 26, 2012
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Paula Harris elected chairman of South Shore Chamber

Cape & Plymouth Business, January 9, 2012
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Paula Harris | Human Capital: Chairman of the Board 2012, South Shore Chamber of Commerce

Boston Business Journal, January 6, 2012
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Duxbury’s Paula Harris named chairman of South Shore Chamber of Commerce Board of Directors

Duxbury Reporter, January 6, 2012
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7 financial New Year’s resolutions for 2012

Boston.com, January 3, 20112
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Paula Harris quoted in: What’s your outlook for the economy in 2012–Ledger economic advisory panel

Patriot Ledger, December 31, 2011
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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
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Personal finance chat with Bill Harris: 7 financial New Year’s resolutions for 2012

Boston Globe boston.com, January 3, 2012
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INVESTORS, PLANS & MONEY: Year-end financial ideas to make your life prudent and prosperous

Duxbury Reporter, December 23, 2011
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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
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INVESTORS, PLANS & MONEY: Open-enrollment season for employee benefits

Duxbury Reporter, October 28, 2011
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INVESTORS, PLANS & MONEY: Incentive Trusts–Inheritances with strings attached

Duxbury Reporter, September 23, 2011
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Paula Harris quoted in: Next cut is the deepest

Patriot Ledger, September 23, 2011
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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
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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
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INVESTORS, PLANS & MONEY: The debt-ceiling cliff hanger

Duxbury Reporter, July 22, 2011
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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
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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
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Local women honored at ‘Speak for Thyself’ awards

Duxbury Clipper, May 25, 2011
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INVESTORS, PLANS & MONEY: Many ways to give

Duxbury Reporter, April 29, 2011
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Reading the Financial Tea Leaves

InvestorUprising.com, April 8, 2011
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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
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Paula Harris quoted in Economic advisory panel: With right approach, stocks can be a smart bet

Patriot Ledger, March 3, 2011
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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
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Paula Harris quoted in Assessing: the job market

Patriot Ledger, February 26-27, 2011
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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
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Investors, Plans & Money: A year-end financial checklist

Duxbury Reporters, December 24, 2010
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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
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Investors, Plans & Money: Now is the time for tax planning

Duxbury Reporters, October 28, 2010
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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
Info…

Investors, Plans & Money: Five steps for controlling financial clutter

Duxbury Reporter, September 24, 2010
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Bill Harris quoted in South Shore money gurus offer advice

Patriot Ledger, September 25/26, 2010
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INVESTORS, PLANS AND MONEY: The Dodd-Frank Act. Is it real reform?

Duxbury Reporter, August 27, 2010
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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
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INVESTORS, PLANS AND MONEY: One must be brave on the quest for income

Duxbury Reporter, July 23, 2010
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Paula Harris quoted in Are casinos worth the gamble? Economic experts offer contrasting views

Patriot Ledger, July 22, 2010
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INVESTORS, PLANS AND MONEY: Take a long look at your short-term gains

Duxbury Reporter, June 25, 2010
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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
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INVESTORS, PLANS AND MONEY: Get ready for new Medicare related taxes in 2013

Duxbury Reporter, May 28, 2010
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Mozzarella Cheese Making – In 30 minutes!

Feel Good Living TV with Stacey Shipman, May 1, 2010
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INVESTORS, PLANS AND MONEY: Introducing BABs

Duxbury Reporter, April 23, 2010
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Paula Harris quoted in New group encourages people to eat locally

Patriot Ledger, April 6, 2010
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Paula Harris quoted in Lost Your Job? Take a Pink-Slip Trip

Mint.com, April 2, 2010
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INVESTORS, PLANS AND MONEY: It’s spring! Time to clean your finances!

Duxbury Reporter, March 27, 2010
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The honorees at the South Shore Community Action Council’s 16th annual Local Heroes Award Night

Old Colony Memorial, March 27, 2010
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Bill and Paula Harris named “Local Heros” by the South Shore Community Action Council

Patriot Ledger, March 27/28, 2010
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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
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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.

Information …

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
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INVESTORS, PLANS AND MONEY: Getting your IRA in order

Duxbury Reporter, February 26, 2010
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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
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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
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Business of the Month: WH Cornerstone Investments

Duxbury Reporter, December 4, 2009
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Paula Harris is quoted in: OUR OPINION: Reason to hope recovery will be under the tree this year

Patriot Ledger, November 27, 2009
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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
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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
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Who To Know… Meet Duxbury’s Paula Harris!

South Shore Live, August 2009
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Sharing Plymouth’s best-kept secret: New Phil president brings new ideas to established orchestra

Old Colony Memorial, August 1, 2009
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Paula Harris quoted in: The high price of saving more

Patriot Ledger, July 14, 2009
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Paula Harris quoted in: Taxing Situation: Pending sales tax hike tops list of economic concerns

Patriot Ledger, July 4, 2009
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Paula Harris quoted in: Staying Afloat: Creative ways to bring in new business in a tough market

Registered Rep, July 1, 2009
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Paula Harris quoted in: Risky Business: Can you tolerate major financial moves?

Lola, July 2009
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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
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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
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Paula Harris is quoted in: Economic experts: Think big to jumpstart South Shore economy

Patriot Ledger | April 9, 2009
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Passions: The Art of Cheese features Paula Harris’ cheesemaking hobby

The Glass Hammer | March 27, 2009
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Bill Harris is quoted in: Make the Most of Company 401(k) Meetings

MainStreet.com | March 16, 2009
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Paula Harris is featured in: Financial advisers bulk up operations to lure skittish investors

Boston Business Journal | March 13, 2009
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Paula Harris is quoted in: ECONOMIC PANEL: South Shore experts expect stock market recovery by year-end

Patriot Ledger | February 29, 2009
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Paula Harris interviewed on Stacey Shipman’s TV show Back to Your Senses

In this episode Stacey interview Kathleen Burns Kingsbury, Money and Emotions Expert and Paula Harris, Financial Architect about the economy, emotions and what you can do to help yourself.
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
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Paula Harris is recognized as a Top 10 in Financial Services

Women’s Business, February 2009
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Bill Harris presented Keeping Your Business On Track During Difficult Business Times

South Shore Chamber of Commerce, January 27, 2009
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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
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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

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
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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
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Paula Harris interviewed on blogtalkradio–Financial Savvy in a Down Economy

Smash the Ladder with Anita & Diane | September 30, 2008
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Paula Harris interviewed on blogtalkradio–Achieving Success in the Corner Office–Now What?

Breaking the Glass Slipper | September 4, 2008
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Paula Harris interviewed for the Eye on Duxbury–Opportunities and Challenges

Plymouth County Business | August/September 2008
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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
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Paula Harris, Duxbury is featured in woMYnZONE–a section for women

The Patriot Ledger and The Enterprise | April 1, 2008
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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

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
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Paula Harris featured in: Trenta-minuto mozzarella

Duxbury Reporter, April 5, 2007
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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
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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

Paula Harris featured in: New President wants Phil to inspire.

Old Colony Memorial, September 20, 2006
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Paula Harris is interviewed by Reuters for the article:
Generation gaps shape workplace choices, conflicts.

Published on July 13, 2006
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Paula Harris is recognized as a Top 10 in Financial Services
by Women’s Business

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Leverage Donations With a Giving Circle
By Paula Harris

Women’s Business Boston, June 2006
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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.
WH Cornerstone is featured in this article.

National Post, April 3, 2006

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Advisors Put Their Clients to the Test.
WH Cornerstone is featured in this article.

The Wall Street Journal, March 29, 2006

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WH Cornerstone Investments featured in
Small Business Growth Tools | Lessons Learned |

Boston Business Journal, March 10-16, 2006

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
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Networking: Women Ganging up on the South Shore—
Duxbury consultant takes the helm of new chapter

The Patriot Ledger, June 16, 2005
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Perfecting Your Pitch: 10 Proven Strategies For Winning The Clients Everyone Wants
by Nancy Michaels

Career Press c. 2005
Small business marketing guru Nancy Michaels features WH
Cornerstone’s e-zine. Here’s what Nancy says “People will only read
your e-zine if you are providing valuable content that is easy to
digest on a computer screen….You want to make it fun and useful to
your readers, but also somewhat of an easy read.”

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.

Financial-Planning.com

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Complete Your Success with Philanthropy
by Paula Harris

Women’s Business Boston, October 2004

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Six little known secrets about credit cards
by Paula Harris

Downtown Women’s Club, September 9, 2004

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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

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Is a real estate individual retirement account right for you?
by Bill Harris, CFP®

Mass High Tech, June 14, 2004

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Five things to do with your tax refund check
by Paula Harris

Downtown Women’s Club, April 27, 2004

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