2020Contribution Limits

2020
Contribution Limits

2020 Contribution Limits Disclosure: Cornerstone Advisory, LLC, is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration...
How Will The New SECURE Act Affect You?

How Will The New SECURE Act Affect You?

On January 1, 2020, the Setting Every Community up for Retirement Enhancement Act of 2019 (SECURE Act) went into effect putting many changes in place for retirement planning. ​ 1) Age for IRA Required Minimum Distributions Raised ​ Previously, individuals were...
Cornerstone Named to 2019 Financial Times Top 300 RIA List

Cornerstone Named to 2019 Financial Times Top 300 RIA List

Cornerstone Advisory—a wealth management firm located in Hunt Valley, Maryland with more than $1.2 billion in assets under management—is pleased to announce it has been named to the 2019 Financial Times 300 Top Registered Investment Advisers. The list recognizes top...
IRS Raises Retirement Fund Contribution Maximum

IRS Raises Retirement Fund Contribution Maximum

Beginning in 2019, employees may contribute $19,000 per year to their 401(k) and 403(b) plans. Please reach out to your portfolio manager, if you would like to discuss your financial retirement plans.     Disclosure: The information above is only a summary...
Q&A withMike Gill, Jr.

Q&A with
Mike Gill, Jr.

Wealth Management had the opportunity to interview Mike Gill, Portfolio Manager, and the investment committee of Cornerstone Advisory. ​ Wealth Management: What do you see as the key themes in today’s wealth management business? ​ Mike Gill: At Cornerstone Advisory,...