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December 2005
WH Cornerstone Investments Newsletter
Your financial cornerstone in a constantly changing world

It's fresh! It's new! WH Cornerstone is happy to announce our new look. We invite you to visit our new website. Drop us a line and tell us what you think. Also, we were fortunate to be interviewed for a national industry publication Investment Advisor. The article was published this month and focuses on the importance of niche marketing. We specialize in working with women executives who are considering making a change.

Merry Christmas and Happy Holidays to all! We are excited about all the possibilities that a new year brings. So here's to 2006!

Cheers—Paula Harris

THE PLAYING FIELD: Building a Niche
Here’s how a husband-and-wife team are finding success focusing on women clients
You hear it often: one of the best ways for independent advisors to maintain their competitive edge is to serve a niche clientele. William and Paula Harris can attest that this axiom is dead on. Here’s their story of how serving a niche of affluent women is really paying off.

Charitable Giving
There is still time for 2005
If you are charitably inclined then the Katrina Emergency Tax Relief Act of 2005 has created some great opportunities. The new law suspends adjusted gross income (AGI) limitations. 100% of any cash gifts made this year between August 28th through December 31 will be allowed to be deducted (it was previously only 50%). Individuals may fully deduct cash donations made for any purpose, not just Katrina relief. In addition, such charitable contributions will not be subject to the phase-out of itemized deductions over 3% of AGI, which affects higher–income tax payers. Bottom line—if you were planning on donating that new wing to your Alma Mata, this is the year to do it!

12 Ways to Fight Soaring Heating Bills
Easy to implement
Rising prices for heating oil and natural gas could mean big bills this winter. Here are some things you can do to cut your costs.
phone: 888.797.9009

Not everything that can be counted counts, and not everything that counts can be counted. — Albert Einstein

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