WH Cornerstone Investments
September 2011  
Issue: 97
Sound, visionary stewardship

Welcome 

Greetings!

Fall is a time of learning for me. Maybe it's all those "back-to-school" years we've all spent that are permanently imprinted on me, even though I've been out of school longer than I was ever in school at this point. Besides "hitting the books" to learn new things, I'm trying something else new...bowling!

My friend Mollie posted a picture of her cute new bowling shoes on Facebook the other day which started a conversation about bowling. She invited me to sub in her league, which I did last night. What fun!

At first it was overwhelming. Just when I think I've mastered the golf lingo and etiquette, I've got a new sport to learn.

It turns out my throw was not "conventional" but I stuck with it any how and even got a few strikes and spares--totally beginners luck.. The music was great and brought back lots of memories--Meatloaf, Styx, Springsteen and Gloria Gaynor. Plus, I met new friends and even reconnect to some I already knew from other activities. All & all I was proud of my scores for a first time out: 77/80/99 and am looking to my next opportunity to play.

So, what are you learning this fall?

 

Cheers,    

     Paula Signature 

 

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From Bill's corner... 

 
August marked a tough stretch for the stock market. Panicked sellers flocked to U.S. Treasuries as global markets plunged. Just days prior, the hype was to dump U.S. Treasuries because the market feared a default. 180-degree market swing!  Markets are extremely irrational in the short term.

As an advisor, I've experienced this illogicality with market participants. At some point, information overload happens and panic sets in. Whether it's a news story, a PBS special, an Internet newsletter or "Bob from accounting says," there's a proverbial straw that breaks the camel's back, which leads to irrationality, and irrationality may lead to poor financial decision-making.
 
Read on... 

 Bill signature

In This Issue
Why money diets don't work
Don't join the ostrich generation
5 items you pay for, then never use
A brief overview of a Trustee's duties
Budget-friendly alternatives to cable TV
About us
Time to Share. Create a Buzz.

mozzarellaWant a way to hold on to summer? Come learn how to make Homemade Mozzarella in 30 minutes! It will pair up beautifully with your homegrown tomatoes and basil. Caprese salad for everyone!

Only four spots left in Paula's class on Thursday, October 20th! Info and sign up
Why money diets don't work

Getting yourself back on track financially takes willpower, discipline and hard work. It's the same as dropping weight and not gaining it back: There are no quick, easy fixes.
 
Read on...

Don't join the ostrich generation  

 

Amid the choppy markets, too many soon-to-be retirees have avoided making key decisions. Here's what to do-right now.

 

Read on...

5 items you pay for, then never use 

 

For many folks, they don't want to keep up with the Joneses -- they want to be the Joneses.

 

Here are five ways some of us spend on things we rarely use and will seldom fully appreciate. Whether we have good intentions of getting our money's worth or the more selfish rationale of bragging rights, they are costs that might have been better left unspent.  


Read on...

A brief overview of a Trustee's duties    


If you have been appointed the trustee of a trust, this is a strong vote of confidence in your judgment and probity. It is also a major responsibility. Following is a brief overview of your duties.

Read on...

Budget-friendly alternatives to cable TV     


It's getting cheaper and easier to stream your favorite shows to your television set.


Read on...  

About us

We are authentic, thoughtful, straight-shooters who provide the sound, visionary  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