April 2011  
Issue: 92
Sound, visionary stewardship

Welcome 
Greetings!

Earlier this month, we joined a small group of South Shore Chamber of Commerce members on a trip to Washington DC. Our mission was to talk to our MA delegation on a number of economic issues that affect the South Shore region.

We spent the first day receiving briefings on numerous issues by the US Chamber of Commerce (wow--they have a very impressive building looking on to the square directly in front of the White House), then on the Nuclear Energy Institute where we got the facts on the recent nuclear incidents in Fukushima, Japan, and finally an economic overview from the American Bankers Association where they see a continued slow recovery over the next six to seven years.

capital buildingThe next day we visited with our Senators Brown and Kerry followed by our two Congressmen Keating and Lynch. It was a pretty cool experience being able to sit in their respective offices while have an intimate discussion with them about the most pressing issues facing the South Shore business community.

Of course, the whole experience was framed with cherry blossoms and magnolia's in full force against the back drop of historic buildings, monuments and museums. We were even able to squeeze in a dinner a cousin we don't get to see very often. What a great trip!

As you went through this year's tax season, if you found you need some assistance, please feel free to reach out to us. We are happy to talk. 

Cheers,
   Paula Signature
 
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From Bill's corner... 

Reading the Financial Tea Leaves

Elaine Garzarelli morphed from a relatively unknown financial analyst into a market guru when she correctly predicted the October 1987 stock crash. Just a week before Black Monday, Garzarelli warned that the market was overvalued. 

She became a legend on Wall Street, where bold predictions can turn analysts into celebrities. Do Wall Street prognosticators have secret insight into the market's direction and fury? Do they rely on skill, luck, or a little of both?

 

The market is skittish and hard to predict. But there are tools industry experts use to gauge its probable direction, particularly the VIX. In 1993, Duke University professor Robert E. Whaley, an expert in derivative securities, introduced the VIX. Based on his concepts, the Chicago Board Options Exchange (CBOE) introduced the CBOE Volatility Index.


Read on...
Bill signature

 

In This Issue
5 financial miscues in the name of love
How to purge your financial clutter
Your 5 minute guide to credit scores
Free credit score estimator
Dodging big smartphone rates abroad
About us
Time to Share. Create a Buzz.

The Alden Kindred of America will honor four local women Friday, May 20, with its fifth "Speak for Thyself" award. The award honors exceptional women who, in the spirit of Priscilla Mullins, make their own choices. These four women have left an indelible mark on our local communities through their involvement with numerous charities and organizations.
5 financial miscues in the name of love

True love means never having to say you're sorry. Or, alternately: "I'm taking you to court because you've ruined me financially."

Read on...

How to purge your financial clutter

You don't really need to keep those towering piles of paper records. Here are tips on what you should throw out and how to organize what you should keep.  

 

Read on...

Your 5 minute guide to credit scores

A better score means a better deal from landlords, lenders, insurers and other creditors. Use these dozen-plus tips to boost yours.

Read on...

Free credit score estimator  

Answer these ten easy questions and we'll give you a free estimated range for your FICO® score, plus customized product recommendations from myFICO®, the most trusted name in credit scoring.

Read on...

Dodging big smartphone rates abroad  

It's the golden age for doing business globally.

High-tech products from svelte laptops to lightning-fast digital networks make it easier than ever for globe-trotting businesspeople to cut deals from practically anywhere.

 

Yet there's a surprise stumbling block: the smartphone.

 

Read on... 

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