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.

Is a Roth IRA conversion right for you

Is a Roth IRA conversion right for you

With the stock market significantly off from its highs of January and February 2020, many are starting to ask if this is a good time to do a Roth conversion. It might be. Yet there are so many factors to consider before doing a conversion. In this video, Bill Harris...

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Two key documents you need, pandemic or not

Two key documents you need, pandemic or not

The COVID-91 pandemic is bringing everyone’s vulnerability into sharp focus, especially if you don't have a living will or health care proxy. Yes, the risk of hospitalization is higher for people over a certain age and those with ‘comorbidities.’ (That’s a word we all...

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Let’s be careful out there

Let’s be careful out there

Tax time can equal scam time. Since the coronavirus caused a company shutdown at Patty’s company, she was furloughed indefinitely and not getting paid. Her tax refund check was needed and way overdue. Patty walked to the mailbox for the third time today to see if the...

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Stuck inside? End the boring and start exploring.

Stuck inside? End the boring and start exploring.

One of the greater downsides of this coronavirus (COVID-19) pandemic is the isolation, the boredom. Whether it’s because we don’t get to interact with work buddies or friends, or because geography has us far from loved ones, or because our grandchildren can’t visit,...

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The new CARES Act and your retirement accounts

The new CARES Act and your retirement accounts

Life has thrown us a curveball, and we’re trying to figure out what to fix first. Enter the CARES Act. Our minds are in constant overload as we chase down solutions to all the things we used to do so easily. Everything from working to eating to just plain living. Just...

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