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 Sound, visionary stewardship
Welcome Greetings!
No shadow. Spring is near! Punxsutawney Phil has called it. But, I admit it, I love the beauty this winter has brought. Snow blankets the world in a white peace. It slows us down. It gives us "permission" to enjoy the present, at least for a day. I even cherish the day when I spent five quiet hours disconnected from the world due to a power outage. As much as I'm looking forward to the arrival of spring, one more snow day wouldn't be such a bad thing, in my opinion. What do you think? Cheers,  |
From Bill's Corner...
The new year started on a mixed note as January saw low single-digit gains across domestic large-cap and mid-cap stocks, and slightly negative returns for small-cap stocks. Looking abroad, large-cap international stocks were up 1% in January, while emerging-markets stocks dropped nearly 3% as concerns about unrest in the Middle East and high inflation in some emerging-market countries spooked investors.
Turning to fixed-income, high-quality, intermediate-term bonds were flat through January, while the muni bond market dipped 0.4% on fears of muni defaults. Developed-market foreign bonds were also flat for the month, while emerging-markets bonds lost 1.6%.
The third year of every presidency tends to be their best year as they position for reelection. Therefore, we expect 2011 to be a good year.
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Time to Share. Create a Buzz.
Friendship Home in Norwell is a community of people dedicated to enriching the lives of individuals with developmental disabilities and their families through quality respite and support services provided in a safe and caring environment. On Thursday, March 3 they will be holding their Welcome Home Gala at Indian Pond in Kingston. We invite you to join their efforts and become a friend of Friendship Home. |
IRS audit red flags: the "Dirty Dozen"
Here are twelve hot spots on your return that can raise the chances of scrutiny by the IRS.
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Estate planning update for singles
The tax cut extension package enacted in December made beneficial changes to the federal estate and gift tax rules for 2011 and 2012. That's good news, but your estate plan may need an update to take advantage of the benefits. Here's what unmarried individuals need to know.
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How to cut funeral costs now
When planning a funeral, few families are prepared or informed enough to make smart financial decisions, and even fewer are in the mood to bargain. As a result, many spend more than they have to.
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Can your bank stop ID theft?
Banks are pushing sales of identity-theft services, but customers should tread lightly: Not only can they get the same level of protection for free on their own, but complaints against such services are mounting and regulators are questioning their effectiveness.
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Why you shouldn't buy an iPhone -- yet
Verizon subscribers have been a stalwart bunch. While AT&T customers flaunted their iPhones the last 3.5 years, Verizon subscribers countered with claims of network clarity and Droid superiority. But now that their iPhone drought is over, the very loyalty that has kept them with the company for so long might backfire and hit them in the wallet.
Read on...
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About us
We are authentic, thoughtful, straight-shooters who provide the sound, visionary financial stewardship that helps our clients protect their financial foundation while building their wealth.
We are private and independent, which means we have the unique ability to build deep, meaningful relationships with our clients with no competing agendas.
We have several decades of broad financial and business expertise that enables us to knowledgeably advise on a wide range of financial and business affairs and to help our clients navigate the sea of complexity with confidence.
We are strong believers in the power of near-term, actionable planning and disciplined focus on forward-facing goals.
We are at our best when we help our clients optimize their financial resources to realize their goals and dreams.
Cheers,
Paula Harris and Bill Harris, CFP WH Cornerstone Investments 781.934.9154 www.whcornerstone.com
Sound, visionary stewardship |
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