Posts by Lisa Smith
Mobile Safeguards for Investors
Accessing account information on the go can be a tremendous convenience as we keep our mobile phones at hand. However, safeguards are warranted to protect our accounts from fraud. In my role as Cornerstone’s Chief Compliance Officer, I remain alert to recommendations from the U.S. Securities and Exchange Commission (SEC) for reducing cyber risks. I…
Read MoreOnline Security Tips for Investors
While the expanding context for online access to account information offers convenience to many investors, it also increases the need for safeguards. Such measures are critical in my role as Cornerstone’s Chief Compliance Officer. As a registered investment advisor, Cornerstone Management is regulated by the U.S. Securities and Exchange Commission (SEC). I am pleased to…
Read MoreWhat is Biblical Generosity?
Biblical generosity is grounded in God’s extravagant love: eternally, in the love that exists between the Father, Son, and Holy Spirit. In the beginning, God created humankind in his image out of his own generosity. Therefore, as image-bearers, we are able to be generous ourselves. Specifically for the believer, as we come to understand God’s…
Read MoreWhat is an RIA?
What is an RIA in the financial industry? RIA refers to a registered investment advisor. “Registered” indicates registration with a regulatory authority. The term “investment advisor” is formally defined by the Investment Advisers Act of 1940 (Advisers Act). While the regulation uses the spelling “adviser,” the more commonly used “advisor” is also acceptable. There are…
Read MoreHow to Write Thank You Notes to Donors
Your Christian nonprofit team has the privilege and responsibility to be thankful. Scripture is clear that we are to be thankful to God. Likewise, numerous passages demonstrate the significance of gratitude in all relationships. Even so, many of us can easily relate to Jesus when he questioned, “Where are the other nine?” He healed ten…
Read More