Broker Check


SECURE Act: Pending legislation that may drastically impact your retirement plan

July 2019
Passed by the House of Representatives on May 23, the next step is to pass through the Senate and be signed by the President.

Three things to consider when things go bump in the markets

DECEMBER 17, 2018
This note from our advisors shines some light on the recent market volatility.

Weekly Market Commentary

Start the week off right with this brief recap of the markets. 

Successful Women

Find articles on financial planning concerns, family issues and other timely issues impacting women.

Tax Report

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.

Market Insights and News You Can Use

Stay current on the economic landscape. Check out our most recent mailing and tools to assist with your personal financial planning.

Financial Journeys

Check out this issue for tips on learning how to be a retiree and dealing with dementia.

Business Dimensions

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.