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The LPL Research Midyear Outlook 2018: The Plot Thickens presents guidance on how the return of the business cycle may unfold during the remainder of 2018 and beyond, along with the investment insights to help investors navigate the twists and turns. View the complete publication, featuring insightful commentary, as well as economic and market guidance for 2018 and beyond: Midyear Outlook 2018
After years of keeping the benchmark federal funds rate at historic lows, the Federal Reserve has been raising it gradually. Near-zero rates were an emergency measure, and gradual increases reflect greater confidence in the U.S. economy. However, rising rates can affect you as a consumer and investor. Read How Rising Rates Could Mean for Your Money
If you receive Medicare, you will be getting a new Medicare card in the mail. To help prevent fraud and fight identity theft, Medicare is removing Social Security Numbers from Medicare cards. Your new card will have a new Medicare Number that’s unique to you. When are new cards being mailed? Medicare will be mailing new red, white, and blue paper Medicare cards between April 2018 and April 2019. Card mailings will be staggered, so the timing will depend on your geographical location. Newly eligible [...]
With age comes responsibility, so if you are (or you know someone who is) a young adult in your 20s or 30s, chances are you’ve been introduced to the realities of adulthood. While you’re excited by all the opportunities life has to offer, you’re also aware of your emerging financial responsibility. In the financial realm, the millennial generation (young adults born between 1981 and 1997) faces a unique set of challenges, including a competitive job market and significant student loan [...]
Simplifying Life and Administration after Life Above all else, two issues impact the complexity and time and cost of the administration of a person’s estate more than the rest: the assets and the heirs. One of the keys from a planning perspective is to determine how best to position yourself to limit the complexity caused by those two issues. It is likely your estate will require some kind of administration. After a person dies, they own stuff. And necessarily, that stuff needs [...]
— Named the 26th Advisor in Washington State — KENNEWICK, Washington — April, 2018 – Matthew Riesenweber of Cornerstone Wealth Strategies in Kennewick, Washington was recently recognized among the Top 1,200 Financial Advisors in America by Barron’s. Riesenweber was also recognized as the 26th advisor in Washington. According to Barron’s, its annual list highlights esteemed financial advisors based on data provided by more than 4,000 of the nation’s most successful advisors. Advisors were assessed on varying factors contributing to the quality [...]
Many of us find value in contributing our hard-earned cash or assets to support the organizations or causes that inspire us. This article explores your options for charitable giving. The simplest way to provide a gift is to write a check or gift cash. But, why engage in such a simple transaction when there are far more effective techniques that can provide the donor with compounding benefits, especially when it makes little or no difference to the receiving organization? When we [...]
If you’ve ever driven past an abandoned house with rusted play equipment in plain sight and thought that it looked like a dangerous trap for unwary children, then you intuitively know about the concept of an “attractive nuisance.” Land owners owe a duty to those that come on the land. The level of “duty” owed to a person on your property usually depends on the status of the guest. And, that level of duty effects the potential liability of [...]
Cornerstone Conversations: Retirement Focus on Moving from Success to Significance by Utilizing Your Skills and Interests in Positive Ways
You’ve likely heard the conventional wisdom many times. Your friends or family or even at times the bank teller will counsel you that you should add your child to your bank account. Perhaps it’s a checking account or a savings account or both. The advice goes something like “If you want your children to have access to your money to be able to pay your bills should something happen to you, then you need to add them to your [...]
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Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Cornerstone Wealth Strategies, a registered investment advisor. Financial Advocates Investment Management, Cornerstone Wealth Strategies and LPL Financial are separate entities.
