Cornerstone Advisory

Jason Policastro of Cornerstone Advisory shares common behavioral pitfalls that investors make during tumultuous times.

Help Desk: How our behavior can hinder our investment returns This year, the market has been throwing vicious combinations at investors, including the war in Ukraine, a persistent global pandemic and rising interest rates.

"Due to a confluence of market conditions, the traditional 60/40 portfolio (60% equities and 40% bonds) that has rewarded investors in the past may not be enough in the years ahead."

Is it time to consider alternatives?

https://cornerstoneadvisory.com/help-desk-now-may-be-the-time-to-consider-alternative-investments/

Help Desk: Why now may be the time to consider alternative investments - Cornerstone Advisory At a recent virtual meeting of the Financial Planning Association of Maryland, Comptroller Peter Franchot offered his best- and worst-case scenarios for the Covid-19 pandemic and the state's economy. If things go poorly, he said, new variants of the virus could...

“Political uncertainty, weak September returns, and growth in GDP create a clouded financial picture. Learn how Cornerstone Advisors interpret the mixed signals of a market pullback.”

https://cornerstoneadvisory.com/q3-2021-investment-note/

Q3 2021 Investment Note - Cornerstone Advisory More than 18 months into the pandemic, the coronavirus remains a force to be reckoned with. The Delta variant has reignited the coals of the disease’s spread, just when it seemed to be declining in the spring. Total cases and hospitalization rates rose during the summer, triggering the return of s...