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

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3Q 2020 Cornerstone Commentary

The rally continues! The market continued to rally throughout the third quarter of 2020. Despite a pullback in mid-September, the broader equity market rallied more than 8% during the quarter.

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Testamentary Charitable Gift Annuities

Why would a donor want to create a testamentary charitable gift annuity (CGA)? In the past the reasons to create a testamentary CGA were simple – provide for someone like a caregiver with guaranteed retirement income, assist a child or…

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2Q 2020 Cornerstone Commentary

“The death of contrarians has been greatly exaggerated. The reason is that the crowd is the market for most of any cycle. You cannot be contrarian all the time, otherwise you end up simply fighting the tape the whole way…

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An Optimistic Assessment

A good general [or trader] plans in two ways: for an absolute victory and for an absolute defeat. The one enables him to squeeze the last ounce of success out of a triumph; the other keeps a failure from turning…

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Relief Rally

You seldom get what you go after unless you know in advance what you want. Indecision has often given advantage to the other fellow because he did his thinking beforehand. – Maurice Switzer After experiencing a March many of us…

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Reflections 4.17.20

In lieu of a typical commentary on markets and the economy, we thought something a bit different might be helpful. Consequently, we are sharing a few short thoughts on decision making in times of uncertainty. We all like to think…

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1Q 2020 Cornerstone Commentary

It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season…

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How the CARES Act Impacts your 2020 Required Minimum Distribution

The Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) offers important relief for retirees; most notably, Required Minimum Distributions (RMDs) from retirement accounts are suspended for 2020. Is my 2020 RMD included in the CARES Act relief? The…

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The End of the Beginning ….

No this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning. – Winston Churchill Perhaps some are breathing a sigh of relief: the 1st quarter of 2020…

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