WH Cornerstone Investments Newsletter
Your financial cornerstone in a constantly changing world
Happy New Year! We hope that this newsletter
gives you some new information that keeps you
renewed on your commitment of getting your financial
house in order in 2006! If we can be of assistance
to you in any of your New Year's intentions, contact
Time to Share. Create a Buzz. The ATHENA
Program is a successful entrepreneurial program that
helps women-owned businesses expand profitability
through the use of a professional advisory panel.
The business is carefully selected and paired with
an advisory panel that is tailored to fit the
If you are a Woman Owned Business, or know of one,
who may be interested in the program please request an
This program is sponsored by the Women’s Business
Connection in conjunction with the South Shore
Chamber of Commerce. For more information or how you
can get involved with the program the Chamber office
How Average Joes can retire rich
Great fund picking? Brilliant market timing? Nah, the secret to a cushy retirement is simpler.
Listen to advisers and the financial press blather
on about the importance of picking top investments,
and you'd expect a grim retirement unless you're a
Tune out that static. You needn't be an investing
genius to retire with a big 401(k) balance.
Do You Suffer Bag-Lady Syndrome?
Many women harbor a fear that their financial security could disappear in a heartbeat. It might not be entirely irrational, but it can be conquered.
You would never confuse Emily Scott Pottruck with a
bag lady. On the surface, she has it all:
independent wealth, a mansion in San Francisco's
Presidio Heights, fancy cars, an M.B.A. from
Cornell, years of experience on Wall Street and a
successful husband, David, the former CEO of San
Francisco's Charles Schwab Corp.
A Fine Glass of Hooey
Is an expensive bottle of wine really the better? Our answer just might save you a lot moola.
Red or white? It's the first question you ask when
choosing a wine, right? Silly you. What you should
be looking at, see, is whether it's a grand cru or a
reserve. And do you adhere to the Parker scale? (You
really should, you know.) And last, you philistine,
do you want something lithe and supple, or
firm-structured with good harmony?
Shave $150 a week off your grocery bill
Attention shoppers: You're paying too much for food.
My daughter Julia and her friend Chelsea were eating
pancakes at the kitchen counter one recent morning
when the doorbell rang. It was the man from Peapod,
an online grocery store, with my food for the week.
"That's a lot of groceries," Chelsea said. "My mom
shops for dinner every night."
THE PLAYING FIELD: Building a Niche
Here’s how a husband-and-wife team are finding success focusing on women clients
We here at WH Cornerstone 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. The article
also outlines how we work with our 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.