Cornerstone Advisory

04/24/2023

https://cornerstoneadvisory.com/cash-management-the-game-

How are you managing cash in the new interest rate environment? Learn more about cash management investment vehicles here.

In 1987 the band “U2” released Running to Stand Still. The story goes that the title of the song came from the lead singer, Bono, asking his brother how his business was going, and he responded, “It’s like running to stand still.” Managing cash is often just like that. Moving money around ...

07/29/2022

Recession or speed bump? Cornerstone advisors share their thoughts on the first half of the year and how the second half may unfold.

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 rising inflation, rising interest rates, and a plunge in the tech...

05/20/2022

Jason Policastro of Cornerstone Advisory shares common behavioral pitfalls that investors make during tumultuous times.

This year, the market has been throwing vicious combinations at investors, including the war in Ukraine, a persistent global pandemic and rising interest rates.

03/29/2022

In our latest investment letter, our advisors share their thoughts on Russia's ongoing impact, rising interest rates, the mixed outlook on equities, and how alternative investments can help in this environment.

In the 1930s radio drama “The Shadow”, the narrator uttered the famous introduction “Who knows what evil lurks in the hearts of men? The Shadow knows!” Too bad the Shadow couldn’t have clued us in to Vladimir Putin’s plans for Ukraine. The human cost of the Russian invasion is already tr...

02/24/2022

As surprising as it may seem, geopolitical conflict doesn’t always translate into severe or extended market losses. Read our commentary to learn how the market has fared during past geopolitical events and the importance of trusting the investment process.

As you’re likely aware, the Russian invasion of Ukraine has begun. While we don’t claim to know more than the experts on the ground, we thought it would be helpful to provide some historical perspective on comparable events in the past and the impact they had on markets. As surprising as it may ...

01/21/2022

"Due to a confluence of market conditions, the traditional 60/40 portfolio (60% equities and 40% bonds) that has rewarded investors in the past may not be enough in the years ahead."

Is it time to consider alternatives?

https://cornerstoneadvisory.com/help-desk-now-may-be-the-time-to-consider-alternative-investments/

At a recent virtual meeting of the Financial Planning Association of Maryland, Comptroller Peter Franchot offered his best- and worst-case scenarios for the Covid-19 pandemic and the state's economy. If things go poorly, he said, new variants of the virus could...

11/19/2021

The '80s cartoon G.I. Joe closed each episode with the PSA “Knowing is half the battle,” good advice for college savers. Cornerstone's Jason Policastro reviews costs, savings tools, the role of FAFSA and more.

The application period for opened Oct. 1, kickstarting a gauntlet of evaluations, campus tours and application paperwork that can leave many parents and prospective feeling lost.

10/14/2021

“Political uncertainty, weak September returns, and growth in GDP create a clouded financial picture. Learn how Cornerstone Advisors interpret the mixed signals of a market pullback.”

https://cornerstoneadvisory.com/q3-2021-investment-note/

More than 18 months into the pandemic, the coronavirus remains a force to be reckoned with. The Delta variant has reignited the coals of the disease’s spread, just when it seemed to be declining in the spring. Total cases and hospitalization rates rose during the summer, triggering the return of s...

08/03/2021

Are you concerned about inflation? Our advisors offer their take in our recent Investment Note.

It’s the most dangerous drinking game on Wall Street – every time you hear the word “transitory” to describe inflation, tip your glass. In April, Jerome Powell, chair of the Federal Reserve, used the word himself to describe inflation as being a temporary issue that isn’t poised for a sust...

07/10/2021

"If you’re a business owner contemplating succession or estate-planning issues, the time is now for putting a plan in place."

At a recent virtual meeting of the Financial Planning Association of Maryland, Comptroller Peter Franchot offered his best- and worst-case scenarios for the Covid-19 pandemic and the state's economy. If things go poorly, he said, new variants of the virus could...

03/29/2021

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