Posts filed under: Our Perspective

Cliff’s Notes – May 26, 2021

‘So we thought carefully about this, on how to normalize policy, and came to the view that we would effectively have the balance sheet runoff on automatic pilot and use... Read More

2021 Cornerstone Wealth Market Kick Off

Market Kick Off from the Cornerstone Wealth Team January 28, 2021 The Cornerstone Wealth Investment Team provides a review of the 2020 economy and what we anticipate for the new... Read More

Investment Update

Cliff Hodge, CFA Chief Investment Officer October 13, 2020 “Two roads diverged in a yellow wood, and sorry I could not travel both, and be one traveler…” Key Takeaways: In... Read More

4 Principles of Financial Freedom

Independence Day is a great reminder of our political freedoms in the U.S., but it can be so much more than that. We encourage you to take a few moments... Read More

April Stimulus Package

Introduction On April 24th, President Trump signed a new relief package from Congress totaling roughly $480 billion. The relief package is aimed at three key areas: Small businesses Hospitals/healthcare providers... Read More

OPEC’s Production Deal

Introduction On April 12th, the world’s top oil producers agreed to cut production by 9.7 million barrels per day – roughly 10%of the world’s daily supply. The agreement is intended... Read More

The Fed’s $2.3 trillion plan

On April 9th, Jerome Powell and the Federal Reserve announced $2.3 trillion in new programs to support the US economy. Today’s announcement came shortly after the Labor Department reported that... Read More

Amid Coronavirus Anxiety, Should I Stop Making 401(k) Contributions?

By Ann Carrns of the New York Times Published March 12, 2020 / Updated March 13, 2020 You might be asking yourself lately: “Should I stop contributing to my 401(k)?”... Read More

Taming Market Volatility through Diversification

Understanding the factors behind diversifying your portfolio One of the proven ways to reach your long-term financial goals is through an investment technique known as diversification. Diversification basically means spreading... Read More