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Wednesday, February 1, 2023

What's the difference between a CFP® professional and other financial planners? Are most financial planners CFP® professionals? Is my financial advisor a CFP® professional? What is the CFP Board's seven-step financial planning process?

 

Friday, January 20, 2023

I’ve been in the financial planning industry for a little over 17 years and, when making the decision to join Cornerstone, one of the things that attracted me was the team-based wealth management versus a solo approach. Team-based...

 

Wednesday, January 11, 2023

We believe in full transparency and full disclosure – especially when it comes to fees. As independent fee-based financial advisors, we offer brokerage and advisory services through Raymond James Financial Services. That means...

 

Friday, October 28, 2022

In a situation that would have Sir Isaac Newton rolling in his grave, we’re disproving gravity: what went down (interest rates) must come back up.

 

Friday, October 28, 2022

The current economic environment is most certainly testing the discipline of even the savviest of investors. There is currently a lot in play that can justifiably make any investor worried. Some investors panic and jump ship during...

 

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Monday, October 17, 2022

2023 will mark my 30-Year anniversary in this business. I have been through my share of market downturns and, like you I don’t enjoy them!  However, I've learned a lot of valuable lessons throughout my years in the industry.

 

Wednesday, October 12, 2022

The DarrenDaily email is a great way to focus your energy on ideas, solutions, and abundance for the day! One big idea by well-respected success mentor, Darren Hardy, delivered via email to your inbox every weekday.