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a fun, fabulous, financial newsletter
August 2015; Issue: 145
 
  
Summer is winding down. Folks are beginning to think about the transition to "back to school" and fall. We are seeing clients and prospect making appointments for September and October. We are seeing the requests for speaking opportunities over the next few months lining up.

However, there is still more summer to be had! Last weekend we tried something new. We attended Jazz night on the porch at The Mount (a/k/a Edith Wharton's "summer cottage") in Lenox. There was a terrific Latin Jazz duo, yummy food from Lucia's Latin Kitchen in Pittsfield and a wide selection of beverages.

We've heard from a number of you who have been exploring the Berkshires this year and loving it. David & Gail enjoyed some of the museums and a lovely performance at Tanglewood and Anne was fortunate enough to sing with the Tanglewood Festival Chorus earlier this month. We are happy to hear about your excursions "out west".

Also, thank you for sharing your summer reads with us. We are reading "Being Mortal" by Atul Gawande--eye-opening and gripping stories about aging from a surgeon. "Energy of Money" by Dr. Maria Nemeth is sitting on the counter to be read next. Lastly, "The Spirit Catches You and You Fall Down" by Anne Fadiman has also been highly recommended to us. We would enjoy if you have any other books you would like to share.

Lastly, you are invited to our very informal "open house" on Friday, September 11 from 4:30-6:30 p.m. in the backyard of the Cornerstone Cottage. Let us know if you plan on coming by. We'd love to see you. Now, go and enjoy some late summer fun. Maybe pop on by the Marshfield Fair.
 
Cheers,
 
Paula Signature
p.s. I've been visiting three baby calves over the past few weeks. I met each of them while they still had their umbilical cords. Too cute! 

From Bill's Corner...

The rise of social media and finance

 

"BOOYAH!" "Sell," screamed Jim Cramer, the host of "Mad Money." "Exit Hewlett Packard and Best Buy immediately." Ironically, both companies surged upward in the opposite direction, more than 100 percent, six months after Cramer's call in 2012.

 

"One thing I know, that I know nothing. This is the source of my wisdom," stated Socrates in fifth century BC. If only the talking heads in the financial media outlets lived by this quote. Regardless, there's a whole new set of social media tools that can help you combat the hype.

 

A few weeks ago, my office phone was ringing off the hook during the "Greek tragedy" referendum. "What should we do about Greece," stated stressed clients on the other end of the phone. It's fascinating how a tiny country with less than a fraction of the world's economy, half way across the globe can spark panic in global markets. Talking heads on TV, or as I like to say, the "Doctors of Doom," just add fuel to the fire.

 

An entire industry has emerged to engage the fears of individual investors. The predictions are often inaccurate, but they certainly have an impact. News networks need to fill 24 hours a day with stories from the Federal Reserve, The White House, earnings reports, Caitlyn Jenner, and, yes, rampant speculation.

 

Read more... 

Time to Share. Create a Buzz.

Free culture! There are only two Fridays left to take advantage of The Highland Street Foundation's generous donation of seven cultural attractions open free across the Commonwealth on Free Fun Friday's in July & August.

If you are a Bank of America or Merrill Lynch credit or debit card holder you can take advantage of free arts & culture events the first weekend every month, year round, with the Museums on Us program!

Or your library card can open up the world of many cultural activities to you everyday. Stop in your local library to see what's offered in your area. Enjoy!
students_portrait.jpg
5 steps millennials can take now for a richer retirement

Start now, and you'll have an even bigger nest egg when you stop working.
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6 great part-time jobs for retirees


Reaching retirement age doesn't equate to actual retirement anymore.
A to-do list for the surviving spouse
 

This is the wrong time to make major financial decisions.
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The remarkable way one young widow is redefining grief

She hasn't stopped living for a day since her husband passed.
 
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Tuition payments are already high. You don't need to have everything on the wish list.
In the media...on the blog
WH Cornerstone's principal's are tapped by the media to write for and contribute to a variety of publications. Here are our latest contributions.

Paula Harris quoted in: PLYMOUTH AREA CHAMBER OF COMMERCE: Women Mean Business aboard the Pilgrim Belle
Old Colony Memorial, July 31, 2015
INVESTORS, PLANS AND MONEY: The rise of social media and finance
Old Colony Memorial, July 26, 2015
View...
BUSINESS PANEL: Making the most of your time away from work
Patriot Ledger, July 18/19, 2015
View...
INVESTORS, PLANS AND MONEY: Summer reads can make you fiscally fit
Old Colony Memorial, June 28, 2015
View...
INVESTORS, PLANS AND MONEY: Choosing a financial services professional

Old Colony Memorial, May 26, 2015
View...  

 

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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 are a legal fiduciary for our clients.
 
road map imageWe 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.  
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