On Thursday, December 19, the U.S. Senate approved a spending bill that includes the bipartisan SECURE Act. This bill includes some significant changes that you should be aware of.
Start the week off right with this brief recap of the markets.
Find articles on financial planning concerns, family issues and other timely issues impacting women.
Wealth management tends to be both complex and interdependent, and almost every financial action may have tax consequences. One of the many benefits of working with the team at Cornerstone is that our professionals stay current on the ever-changing tax environment - a key component necessary to help our clients recognize tax reducing opportunities within their investment portfolios and overall financial planning strategies.
Check out our recent mailings and information that will help you stay up-to-date on the financial landscape.
The increasing coronavirus cases have prompted an increase in awareness and concern around the potential economic and health effects for people around the globe. We expect volatility to remain elevated until the spread of the virus is under control - which is normal. Visit this page to hear from Cornerstone's advisors and learn more, including why the markets care about the coronavirus and historical market performance during and after past epidemics.
Watch this 4.5 minute video of Richelle Hofer, Wealth Advisor, sharing thoughts from Cornerstone's Wealth Advisors on the 3/9/20 stock market volatility.
Check out this issue for tips on learning how to be a retiree and dealing with dementia.
Entrepreneurs and small business owners will find articles about company management, financing and other timely issues impacting small business.
Raymond James Financial Advisors do not render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.