WH Cornerstone Investments Newsletter
Your financial cornerstone in a constantly changing world
It's fresh! It's new! WH Cornerstone is happy
announce our new look. We invite you to visit our
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!
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.
There is still time for 2005
If you are charitably inclined then the Katrina
Emergency Tax Relief Act of 2005 has created
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.