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.
On October 21st Financial Planner Sara Casale was featured as a panelist at the Junior League Portland’s (JLP) event ‘Financial Education Panel Discussion’ that was open to both JLP members, friends, and community members. In addition to Sara, the other panelists were Gail Fongillo of Morgan Stanley and Brie Pio of Birch Point.Read More
Three of Cornerstone’s planners attended the Fall 2021 NAPFA Conference in Boston, MA from October 13th to the 16th. Christina Traurig, Mackenzie Arsenault, and Sara Casale represented Cornerstone Financial Planning this year and joined many informational and robust presentations by professionals from across the country.Read More
Anecdotally, October has been considered a bad month for the stock markets. This is the month associated with many market crashes, leaving some investors fearful each year as the month approaches and leading to the term “The October Effect”. But actually, poor October is getting a bad rap.Read More
When the team at Downeast Magazine approached Cornerstone about their upcoming B Corp™ issue, we were thrilled at the chance to help spread the word and educate others on the wonderful work that B Corps™ are doing worldwide!Read More
Cornerstone Financial Planning is proud to have been designated a Certified B Corporation® in 2019. Over the past two years, we have been implementing practices and increasing our awareness, as we strive to exemplify the B Corp™ values. We recently learned that Cornerstone has been recognized as a “Best for the World 2021” company, meaning we have achieved the highest verified score in one of the five impact areas: Community, Customers, Environment, Governance, and Workers.Read More
Gender pronouns are words that a person would like others to use when talking to or about them. Nothing may be more personal than how people refer to us through our names and pronouns. Using a person’s chosen name and desired pronouns is a form of mutual respect and basic courtesy. Celebrating diversity and welcoming all individuals is something that Cornerstone holds in high regard.Read More
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