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Investment Insights Newsletter

Cornerstone’s investment team provides monthly insights on timely topics or foundational investing information with the goal of helping clients better understand the economy and financial markets. Download the previous editions below.

October 2025: The Fed's Balancing Act: Inflation, Jobs & Markets

September 2025: Don't Bet on the Last Winner: Investing Across Borders

August 2025: Tariffs and Inflation: Expectations Meet Reality

July 2025: 2025 Mid-Year Outlook

June 2025: Were You Nervous Earlier This Year? Revisit Risk Tolerance

May 2025: Your Guide to Navigating Volatile Markets

April 2025: The Hidden Costs of Tax Refunds

March 2025: Social Media and Investor Overconfidence

February 2025: Tariffs in 2025 - Risks and Implications for Your Portfolio

December 2024/January 2025: Will Sequence of Returns Risk Cause You to Run Out of Money in Retirement?

November 2024: Your Reminder to Not Play Politics with Your Portfolio

October 2024: Rate Cuts and Your Investments

September 2024: The Role of Bonds in Diverse Portfolios


The commentary on this website reflects the personal opinions, viewpoints, and analyses of the Cornerstone Wealth Management employees providing such comments and should not be regarded as a description of advisory services provided by Cornerstone Wealth Management or performance returns of any Cornerstone Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Cornerstone Wealth Management manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.