Tag - Investment Management

28Jul

Loans Against Investment Accounts

Though most Americans have at least a passing understanding of the ability to use the equity in a house to obtain a low-interest loan though a Home Equity Line of Credit (HELOC), a lesser-known option for obtaining a quick line of credit financing might offer more compelling benefits for some. The financing option is available to individuals or businesses that maintain a non-retirement investment account and may provide lower rates than comparable HELOCs with the potential for faster processing times. The...

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26Oct

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 leading...

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27Jun

MIDYEAR OUTLOOK 2019

The LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is here to provide economic and market guidance as well as investment recommendations to help us navigate the second half of 2019. LPL Financial Research believes that even as investors face prospects for periodic bouts of volatility, emphasizing fundamentals will remain critical for making effective investment decisions. LPL Financial Research’s Midyear Outlook 2019 provides updated views of current fundamentals and factors that should persist...

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23May

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.

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