July 2009
Issue: 71
Welcome
 
Greetings!

A recent summer Sunday afternoon at Tanglewood was perfect. We arrived early enough to get a spot under a tree with just a bit of dappled sunlight coming through the leaves.  There was a delightful breeze blowing all afternoon. We've been a few times now so we are getting it down. The blanket was spread out over a tarp so all the recent moisture would not seep through. The mini table was assembled and adorned with the place settings and wine glasses. The chairs were laid out.

On the way, we stopped and picked up cheeses and meats at Rubiner's Cheesemongers in Great Barrington as well as a great chevre from Rawson Brook Farm in Monterey. Beautiful deserts came from Gould Farm in Monterey. Finally, we picked up a soft, crusty potato bread made with roasted potatoes, onions and rosemary from Berkshire Mountain Bakery in Housatonic. We opened some wine (and some more) while we caught up on some reading, listed to Beethoven, Bruch and Dvořák and enjoyed just being present.

We are so grateful to our friends Ed & Angela! They were the first ones to introduce us to Tanglewood and spark our love of the Berkshires.

-Paula

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Time to Share. Create a Buzz.

Have you been just dying to take a class with the Mozzarela Maven (that's Paula!)? We'll here is your chance! On August 4, Paula will be the "guest chef" cooking with Wendy Powell of Powell & Company. Wendy offers a fantastic, fun food night. Only a few seats remain. Sign up today! Also check out Wendy's great recipes.

12 tax breaks: Get 'em while you can

These goodies from Uncle Sam may not last long -- and if you're in a position to benefit, knowing and meeting the deadlines could save you a bundle.

Read on...

In This Issue
12 tax breaks: Get 'em while you can
Can you trust your financial adviser?
Stocks 104: What matters and what doesn't
7 essential startup steps
3 legal papers you shouldn't live without
The joy of 'jug' wines
About us
Can you trust your financial adviser?

Knowing your planner's exact job title may help you tell whether he or she is a 'fiduciary' -- a professional who's 100% committed to putting your financial interests first.
[WH Cornerstone Investments is a fiduciary.]

Read on...

Stocks 104: What matters and what doesn't

Though some professionals make their living by creating a liquid market for stocks, actively "day trading" is simply not how most good investing is done by individuals.

Read on...

7 essential startup steps

Yes, there are thousands of businesses you could start, with more emerging daily thanks to new technology and good old-fashioned ingenuity. Yet despite the vast universe of possibilities, there are a few essential steps you need to take before starting a business, any business.

Read on...

3 legal papers you shouldn't live without

If you were too injured or ill to make your own decisions, who would do it? A stranger or a greedy relative picked by the state? Don't wait; make your choices known.

Read on...

The joy of 'jug' wines

Jug wines are the "Paul Blart: Mall Cop" of wines, lovable yet ridiculed. After all, fine wines in big bottles are called magnums or "large-format" bottles. Jug wine has come to embody a specific meaning and that meaning is "cheap." Over the years, most of us have had some really bad wines in big bottles. But there's no reason good wines can't come in big bottles at good prices.

Read on...
About us

WH Cornerstone Investments, LLC provides wealth management services to a select group of clients. Regardless of their background or future vision, all of our clients commit to a plan that targets their long-term financial growth and stability. While some of our clients concentrate on one part of their investment strategy, others opt for a more holistic approach.

WH Cornerstone clients demand customized objective, expert advice, which they know can come only from a firm that is truly independent-a firm not tied to financial institutions. As an independent Registered Investment Advisory firm, we are fee-only and therefore free from any outside institutional influence.

Cheers
,

Paula Harris and Bill Harris, CFP
WH Cornerstone Investments
781.934.9154
www.whcornerstone.com

Sound, visionary stewardship