Q1 2023 Investment Note

Q1 2023 Investment Note

“Inflation, the rise in priceThat leaves us feeling not so niceThe value of money starts to fallAnd we’re left with less, overall We hope for better days to comeWhen prices will stabilize and becomeAffordable once againAnd we can breathe a sigh of relief, amen.”...
Q3 2022 Investment Note

Q3 2022 Investment Note

“Men are not disturbed by things, but by the view which they take of them.” ~ Epictetus (AD 50-135)   Market Roundup   Stoic philosopher Epictetus built his life around discipline and equanimity in the face of many challenges. But even he may have been...
2023 Retirement Contribution Limits

2023 Retirement Contribution Limits

2023 Retirement Contribution Limits As always, if you have any questions or would like to have a conversation, please reach out to us or your portfolio manager.   The Cornerstone Team     Disclosure: Cornerstone Advisory, LLC, is registered as an...
Q2 2022 Investment Note

Q2 2022 Investment Note

Q2 Cornerstone Investment Note: Recession or speed bump? What a difference a year makes. This time last year, technology stocks were still enjoying the tailwinds of the remote-work/reopening trade as the decade-long bull market in growth stocks powered on. Then came...