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Sound, visionary stewardship
Welcome Greetings!
We are bracing for a busy fall based upon how many folks have been tackling their finances this summer. Typically, folks are focused on having fun during the summer but this year we seem to be hearing from more people who are ready to make sure their future is greater than their past. Maybe they are sending off a child to college or a big birthday is right around the corner, whatever the catalyst, folks seem to be ready to make change happen. Kudos to them! And we are here, ready to help. On a recent summer evening we had the pleasure of sailing Plymouth Bay right by the Mayflower during sunset. Embrace these last weeks of summer and create your own memories. Cheers, p.s. Our local paper recently visited with me and here's the interview. |
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From Bill's corner...
A lot to be said for 'old school' investing
During a recent client meeting, I proposed a conservative investment strategy of dividend-paying, big blue-chip company stocks coupled with dividend reinvestment technique. The portfolio would contain household names like Wal-Mart, Coca-Cola, IBM, Johnson and Johnson, McDonalds, Proctor & Gamble; companies that are prodigiously profitable, pay dividends and regularly increase their dividends. We'd set up the portfolio so that the dividends paid would be directly reinvested back into each respective stock. After explaining the virtues of this type of strategy, the client replied, "That's the advice my Grandma gave me. We're going Old School."
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Time to Share. Create a Buzz.
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Dumb ways we spend on our kids
Children can be demanding, particularly when it comes to a parent's spending. That's why you need to know when to draw the line.
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Build a financial plan for special-needs child
When Brian and Jessie Waldron's son was diagnosed with Down syndrome minutes after birth, "financial planning was the last thing on our minds," says Mr. Waldron.
But a few months later, the Waldrons went to a seminar held by a financial planner. The couple immediately realized they needed help.
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What makes up the cost of gas?
Prices have been especially volatile this year, and it's fair to wonder exactly which factors determine how much you pay at the pump.
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Is your 401(k) ripping you off?
Fees can take a big bite out of your nest egg. Learn how to pick the right investment vehicle and avoid excessive charges.
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Avoid your parents' money mistakes
Listen up, recent college grads (or parents): You can look forward to a brighter financial future if you stick to these 10 good money habits.
Read on...
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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
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