Broker Check


Staying up-to-date can help you make smart decisions about your finances. So can filtering through the noise of the headlines to stay focused on your unique, personal situation and long-term plan.

Because everything is interconnected - tax planning strategies can impact retirement planning, coordinating investment management and estate planning is important, and inadequate protection planning can jeopardize everything - we keep you continuously informed about potentially relevant issues through regular review appointments as well as newsletters, reports and articles such as these:

Investment Committee Quarterly Meeting Recap

Our Investment Committee met April 22nd for a day's worth of analysis and discussion.

Insights Newsletter May 2022

The first three months of 2022 were challenging for even the steadiest investors. Read what our advisors have to say about interest rates, inflation, the bond market, and treasury yields.

Tax Report March 2022

Keeping your tax liability to a minimum is an essential part of maintaining your Cornerstone financial plan. As stewards of your wealth, we are here to help.

Financial Journeys (Raymond James Newsletter)

Successful Women (Raymond James Newsletter)

Business Dimensions (Raymond James Newsletter)

Articles about management, financing and other issues impacting your small business.


Secure Act

From increasing the RMD age to 72, to eliminating the "Stretch IRA", this bill includes some significant changes that became effective in 2020. 

Why does the Fed change interest rates? [Infographic]

A visual breakdown of how and why the Federal Reserve adjusts short-term interest rates. Exploe how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.

Market Volatility

Market volatility can happen at any time. While we can't control what happens in Washington or on Wall Street, we can control how we prepare for and respond to the resulting gyrations. Visit this page to hear from Cornerstone's advisors and learn more, including why the markets care about the coronavirus and historical market performance during and after past epidemics.

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Raymond James Financial Advisors do not render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

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