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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,…
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…
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…
Interview with Matt Monson
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,…
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…
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…
What 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…
What is Biblically Responsible Investing (BRI)?
Introduction Biblically Responsible Investing (BRI), a type of faith-based investing, is gaining ground with both institutional and retail Christian investors. Now more than ever, financial capital is being used as a tool to influence the decisions companies make. The purpose…
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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…