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A collection of articles contributed by Cornerstone team members on selected topics.

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Faith-Driven Asset Manager Interview Series: An Interview with Bob Doll of Crossmark Global Investments

We at Cornerstone Management are pleased to release the second installment of our Faith-Driven Asset Manager Interview series.  In this series, we are speaking to those leading the way in making Biblically Responsible Investing strategies available to investors. Winters Richwine,…

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What is an Investment Policy Statement?

An investment policy statement, or IPS for short, is a governing document for an investment portfolio.  It outlines the purpose and goals for the assets, describes any limitations in place, and includes a recommended asset allocation.  In some cases, investment…

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Rallying Cry for 2024

The start of a new year is a great opportunity to renew your focus on what matters. One practice that many organizations have found meaningful is to adopt a rallying cry for the year. This is a word or phrase…

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Cornerstone 4th Quarter 2023 Commentary

“Give a serving to seven, and also to eight, for you do not know what evil will be on the earth.” — Ecclesiastes 11:2 “As I have repeatedly said, inflation is a form of taxation without representation.” – Milton Friedman “Lenin…

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Faith-Driven Asset Manager Interview Series: An Interview with Matt Monson of Sovereign’s Capital

The Chief Operating Officer of Cornerstone Management, Winters Richwine, conducted this interview with Matt Monson from Sovereign’s Capital. Tell us about your professional background.  How did you connect with Sovereign’s Capital? I have a background in investment banking, private equity,…

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Funding a Charitable Gift Annuity from an Individual Retirement Account (IRA) Using the Qualified Charitable Distribution

Donors have been asking for years if a charitable gift annuity can be funded from an Individual Retirement Account (IRA). Until Congress passed the SECURE Act 2.0 of 2022, the donor would have to take an IRA distribution, pay the…

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How to Talk to Donors About Planned Giving

Planned gifts are important.  To donors, they often represent the biggest gifts to charity they will make.  Planned gifts also tie the donor to the charity.  To nonprofits, planned gifts similarly are some of the largest donations received and also…

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Cornerstone 3rd Quarter 2023 Commentary

It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong. George Soros Following the surprisingly strong results of the first and second quarters of…

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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…

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