Cornerstone offers comprehensive financial services through our dynamic financial planning. We manage family office wealth management for high-income families.

Diversification and asset allocation aid tax-efficient investing by spreading assets. Optimize your 2024 tax returns and reduce tax liability by leveraging these strategies.

Implement a few key tax planning tips to save more in 2025. Learn strategies on how to earn and organize your finances for less stress.

In our recent webinar, we delved deep into the current economic landscape and offered actionable insights to help you navigate the rest of the year. We covered an Economic Overview, Market Performance & Strategy, Election Impacts, and Year-End Tax Planning.

As we approach back-to-school and election season, I'm reminded that volatility often returns to the market during these times. This past week, we experienced weaker economic data, a surprise increase in the unemployment rate, lackluster earnings, and an unwind in crowded positions. This led to a global selloff, disrupting what had been an otherwise calm year for the markets.

Did you know that women earn 83 cents for every dollar earned by men? This surprising fact shows a bigger gap in pay and wealth accumulation for women, impacting their financial security throughout their lives. Moreover, the gender pay gap widens with education, with women holding a bachelor’s degree earning only 74% of what their male counterparts make. Such disparities are not just numbers—they are barriers to financial independence and security.

In a recent study on women in financial planning, 90% of high-earning women claimed they were not confident with their money.

In an era where financial independence and security are paramount, empowering women in the realm of finance has never been more crucial. The journey toward financial literacy and empowerment is multifaceted, encompassing the mastery of money management, the development of strategic investment plans, and the cultivation of a confident financial decision-making process.