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.

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. 

Read More

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.

Read More

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!

Read More

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.

Read More

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.

Read More

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.

Read More

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