(509) 396-0588 (888) 474-6520 8905 W. Gage Blvd. Suite 110 Kennewick WA 99336 info@cswsteam.com
Preparing your Business for Sale At some point, the lucky entrepreneur is able to realize the fruits of her success and ride off into the sunset after the momentous occasion of having sold her business. But, the path to the sale is a complicated one. Preparation is essential. Too often, the seller pencils out a deal to sell her business with a prospective purchaser without ever getting her metaphorical house in order. Then, when the seller goes to the lawyer...
Department of Labor Fiduciary Standard Rule Some of you may have heard the discussion on the news lately of the Department of Labor (DOL) Fiduciary Standard applicable to financial advisors. We have been asked by clients recently if we are a fiduciary for them and we have been happy to say YES. We thought we’d let you know what the discussion is generally about as well as why these developments are not likely to change the way we work...
Short Term Excess Cash – Where do we park it? Sometimes our clients come into excess cash. They sell an asset or a business. They receive an inheritance or gift. They receive a large bonus or award. And, though the client feels secure in the fact that Cornerstone is investing their other assets in a personalized and diversified portfolio, the client is reluctant to enter the market with the excess cash. Perhaps the market is volatile or perhaps the client...
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SAN DIEGO, Sept. 01, 2015 (GLOBE NEWSWIRE) -- LPL Financial LLC, the nation’s largest independent broker-dealer*, a custodian for registered investment advisors (RIAs), and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today announced that wealth advisor Matt Riesenweber, CFP®, CMFC, has created a new firm, Cornerstone Wealth Strategies (Cornerstone). The firm has joined LPL’s broker-dealer platform and will provide fee-based advisory services through Financial Advocates Investment Management, an independent RIA on LPL’s hybrid RIA platform. Cornerstone...
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