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.

Mackenzie Presents at Falmouth High School

Posted by Anna Traugh on November 15, 2021
Mackenzie Presents at Falmouth High School

Mackenzie was invited back to Falmouth High School, located in Falmouth, ME, on November 15th, 2021 to speak to several groups of high school seniors. Mackenzie first presented to Falmouth HS seniors in 2019, and was invited back this year to share again!

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Sara Casale: Panelist at JLP’s Financial Education Panel Event!

Posted by Anna Traugh on October 27, 2021
Sara Casale: Panelist at JLP’s Financial Education Panel Event!

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. 

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NAPFA Fall 2021 Conference

Posted by Anna Traugh on October 27, 2021
NAPFA Fall 2021 Conference

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. 

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Check Out the Maine B Corp™ Movement

Posted by Anna Traugh on October 15, 2021
Check Out the Maine B Corp™ Movement

Cornerstone Financial Planning is excited to share that our great state now has its own Maine B Corp™ website! This incredible resource is the result of many hours of volunteer efforts from employees of Certified B Corporations© and advocates across the state. 

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October: Spooky or Spurious?

Posted by Jill Boynton on October 14, 2021

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.

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Hot Off the Press: Cornerstone Featured in Downeast Magazine

Posted by Anna Traugh on October 4, 2021
Hot Off the Press: Cornerstone Featured in Downeast Magazine

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!

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Cornerstone Hits the Trails to Volunteer!

Posted by Anna Traugh on September 9, 2021
Cornerstone Hits the Trails to Volunteer!

On August 30th the Cornerstone Team came together to spend some time volunteering with the Portland Trails Association (PTA.) This non-profit urban land trust is working to transform and maintain the over 100 acres of land that is held by the trust.

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Cornerstone: A ‘Best for the World 2021’ Company!

Posted by Anna Traugh on August 18, 2021
Cornerstone: A ‘Best for the World 2021’ Company!

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.

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Why Sharing Gender Pronouns Matters

Posted by Anna Traugh on July 29, 2021
Why Sharing Gender Pronouns Matters

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.

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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.

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