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Experienced, Thoughtful

Fee-Only Investment Management

Step up to

Experienced, Thoughtful

Fee-Only Investment Management

Step up to

Experienced, Thoughtful

Fee-Only Investment Management

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11/9/12 4:35 PM – November Newsletter is Posted

This month’s newsletter is posted. See Newsletters at this page top. I welcome any feedback.

This entry was posted on Friday, November 9th, 2012 at 5:33 pm

This entry was posted in Blog-Investments by Dave Hoshour. Bookmark the permalink.

Why Cornerstone?

An experienced, careful, fee-only, client-centered approach to planning & management is the basis for a long-term ministry to clients based on service & trust.

Why Fee-Only?

A long-term working relationship is best served by paying for ongoing service and management rather than transactions, product sales & sales contests.

Improve Your 401(k)

Most business owners and senior executives are unaware of their personal liability as fiduciaries on their 401(k) plans or that there are best practices, policies and reviews that should be installed with their input to properly fulfill their fiduciary responsibilities and improve the plan.