Author - cornerstonews

Higher Returns Means Potential For Higher Taxes

Capital Gains Distributions and the Effect on Your Accounts The holidays are around the corner which means capital gain distributions are as well. We want to share with you two important issues that might affect you and your accounts so you can be prepared. What is a capital gain distribution? A capital gain distribution is a payment by a mutual fund of a portion of the proceeds from the fund's sales of stocks and other assets from within its portfolio. It is...

AN EVENING WITH JACKIE JOYNER-KERSEE

We thoroughly enjoyed hearing from Jackie, a true hero and amazing philanthropist to so many. While we were able to finally have an event in person, we also livestreamed it to those who couldn't make it to Kennewick.

MATTHEW RIESENWEBER RECOGNIZED BY FORBES AS TOP NEXT-GEN ADVISOR

Matthew Riesenweber, CFP® October, 2021 - Matthew Riesenweber at Cornerstone Wealth Strategies in Kennewick, WA was recently named among 2021 Forbes Top Next-Gen Wealth Advisors. Advisors featured on the list are all under 40 and, according to Forbes, represent the future of the wealth management industry. “On behalf of LPL, I congratulate Matt for his dedication to supporting the comprehensive needs of his clients,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “Matt represents the next generation of advisors...

MIDYEAR OUTLOOK 2021 – Picking Up Speed

LPL Financial Research Midyear Outlook 2021: Picking Up Speed LPL Research Midyear Outlook 2021: Picking Up Speed is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond. While the speed can be exhilarating as economic growth accelerates, it can also be dangerous. Midyear Outlook 2021 looks ahead for opportunities, but also watches for new hazards created by the reopening. With the U.S. economy reopened, the growth rate may peak in second quarter 2021, but...

MATT RIESENWEBER RECOGNIZED BY BARRON’S AS A 2021 TOP FINANCIAL ADVISOR

Named the 20th Advisor in Washington Matt Riesenweber, CFP Southeastern Washington — March, 2021 – Matthew Riesenweber, an independent LPL financial advisor, has been recognized as one of the 2021 Top 1,200 Financial Advisors in America, as ranked by Barron’s. Riesenweber, President and Wealth Advisor of Cornerstone Wealth Strategies was recognized as the 20th advisor in Washington. Notably, he was the only advisor in all Southeastern Washington to make the list. The Barron’s special report highlights outstanding financial advisors from all 50...

MATT RIESENWEBER RECONGNIZED IN FORBES AS A 2021 BEST-IN-STATE WEALTH ADVISOR

KENNEWICK, WA — February XX, 2021 – Matthew Riesenweber of Cornerstone Wealth Strategies was recently ranked No. 22nd in Washington in the 2021 Best-In-State Wealth Advisors list published by Forbes.   According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria. “On behalf of LPL Financial, we congratulate Matthew Riesenweber for being recognized on this...

MATT RIESENWEBER HONORED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

KENNEWICK, Washington — JANUARY, 2021 — Cornerstone Wealth Strategies, Inc., an independent wealth management firm, today announced that Matthew Riesenweber has been included in LPL’s Executive Council. This elite award is presented to less than 1% of the firm’s more than 17,000 financial advisors nationwide*. “On behalf of LPL, I congratulate Matt on reaching this milestone in his professional career,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “Business owners, American investors and industries at large faced extraordinary...

CORNERSTONE ADDS VETERAN FINANCIAL ADVISOR – JOEL OCKEY

Joel Ockey, Wealth Advisor In May 2020 Cornerstone Wealth Strategies, Inc., a full-service independent financial planning firm based in Kennewick, Washington, proudly announced the addition of Joel Ockey to its firm. Joel will be working with Cornerstone to provide clients with invaluable financial guidance as an experienced wealth advisor. Cornerstone currently offers clients within the Tri-Cities community a range of services to include retirement planning, financial planning, investment management, and estate planning. Cornerstone has developed a team approach to assisting clients...

MATTHEW RIESENWEBER RECOGNIZED BY BARRON’S AS ONE OF AMERICA’S TOP FINANCIAL ADVISORS

KENNEWICK, WA— April 2020– Matthew Riesenweber, an independent LPL Financial advisor in Kennewick, WA has been recognized as one of the 2020 Top 1,200 Financial Advisors in America, as ranked by Barron’s. Riesenweber, President and Wealth Advisor of Cornerstone Wealth Strategies was recognized as the 20th advisor in Washington. The annual list highlights outstanding financial advisors from all 50 states based on data provided by more than 4,000 financial professionals around the nation, according to Barron’s. Advisors were assessed on...