Money Wisdom & Musings

Here's your source for thoughts and observations on all things financial (and otherwise). Topics can range from tips on your personal well being to the well being of your investments. As always, we welcome your comments and feedback.

Dimensional Advisor Funds - Carbon Neutral Certification

Posted by Susan Veligor on July 21, 2021
Dimensional Advisor Funds - Carbon Neutral Certification

As you may be aware, we employ Dimensional Advisor Funds in many of our portfolios. We are strong proponents of their investing process. Today we learned they are among the first investment management firms to receive a Climate Neutral Operations Certification from South Pole, a climate solutions provider of carbon offset purchases.

Read More

Mid-Year Financial Assessment

Posted by Jill Boynton on June 14, 2021

Summer is here and many of us are headed outside! Who wants to spend their days thinking about finances when we can be at the beach instead? That is completely understandable, but we still suggest taking just a few minutes to do a mid-year review of your finances. 

Read More

World Bee Day

Posted by Susan Veligor on May 21, 2021
World Bee Day

We are forwarding along this communication from Green Century Investments which highlights the important work in which this non-profit mutual fund engages:

Today is World Bee Day, and we wanted to let you know how these small, but mighty, species play a vital role in our ecosystem and how Green Century° is working to protect them.

Read More

Sustainable Spotlight: Yaupon Brothers American Tea Co.

Posted by Kendal Lariviere on May 17, 2021
Sustainable Spotlight: Yaupon Brothers American Tea Co.

As a Certified B Corporation™, we are always looking for sustainable, ethical businesses to support. One of our most recent discoveries is Yaupon Brothers American Tea Co. This small, Florida-based company specializes in the farming of Yaupon Holly trees to produce Yaupon tea, the only tea variety native to the United States.

Read More

Tips and Tools for Cash Flow Confidence

Posted by Adam Bergeron on April 23, 2021
Tips and Tools for Cash Flow Confidence

Some people love budgeting and maintaining an Excel spreadsheet to track their personal spending to the penny. If that describes you, congratulations! You don’t need to read this post. For everyone else, here are a few shortcuts to achieving cash flow confidence.

Read More

Cornerstone's Weekly "B Corp Moment"

Posted by Susan Veligor on February 18, 2021

Each week at our staff meeting we have a “B Corp moment” where a fresh idea is shared for employees to consider in their work and personal lives.

Read More

Are You Protecting All of Your Assets?

Posted by Adam Bergeron on December 16, 2020

Did you know that digital assets are not addressed in the typical estate plan? If overlooked, your heirs may lose access to some treasured and valuable items at your death.

Read More

October is National Financial Planning Month

Posted by Jill Boynton on October 22, 2020

We’re so glad that our profession is being recognized with its own month! Here are some ideas on how you can celebrate and observe this important topic.

Read More

Election Years: Investors Benefit By Staying the Course

Posted by Mackenzie Arsenault on August 31, 2020

As election day approaches, we expect to see increased volatility in the markets. However, it behooves investors to stick to their investment course, though challenging at times!

Read More

Tax Savings Opportunity

Posted by Susan Veligor on July 21, 2020

If you are among the folks who took their required minimum IRA distribution prior to the CARES Act, which removed the RMD requirement for 2020, there is still time to unwind this transaction.

Read More