Author - Nicole Schumacher

CORNERSTONE ADDS VETERAN FINANCIAL ADVISOR CAMERON BURCH

In October 2020 Cornerstone Wealth Strategies proudly announced the addition of Cameron Burch to its firm. Cameron is working with Cornerstone as a Wealth Advisor while also assisting with trading and research. 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 by leveraging the unique skillsets of its individual advisors. The addition of Cameron to their team will...

MATT RIESENWEBER RECOGNIZED BY FORBES AS NEXT-GEN ADVISOR

KENNEWICK, WA — August, 2020 – Matthew Riesenweber at Cornerstone Wealth Strategies in Kennewick, Washington was recently recognized as one of Forbes 2020 Next-Gen Advisors. Featured advisors are all under 40 and, according to Forbes, represent the future of the wealth management industry. According to Forbes, advisors were selected based on insights from SHOOK Research™, which compiles quantitative and qualitative data. Advisors must have been born after 1981 to qualify for the award*, and were evaluated using a variety of criteria,...

Cornerstone’s Third Annual Shred Fiesta 2019

The weather was beautiful, the food was deliciosa and the fun was had by all who attended our Third Annual Shred Fiesta. Over 100 people brought in almost 1,400 pounds of documents to be securely shredded on May 4th, 2019. Everyone enjoyed tacos, music, games, and good conversation.

An Evening With Matt Hasselbeck

On October 17th, we were treated to an evening with Matt Hasselbeck, former Seattle Seahawks quarterback and current ESPN analyst. Several folks said he was our best speaker yet! In addition to hearing from Matt, our clients enjoyed beverages and appetizers while listening to the Tri-Cities Big Band. Because Cornerstone was the keynote sponsor of the local Boys & Girls Clubs' Dinner With Friends event the next night, we were lucky to have Matt Hasselbeck come to speak at our event!...

What to Keep, What to Throw Out

At least once each year you should sort through the clutter of your financial records. Here are some tips to help you decide which ones should stay and which ones should go. Remember, many of these records can be retained electronically now. Keep: Bank statements and cancelled checks for seven years Brokerage trade confirmation slips and notices of stock splits, mergers and buyouts Home ownership records – including major home improvements – as long as you own the home Current insurance...