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   The following are links to recent media coverage on Cornerstone Advisors. Please note that the information contained should not be construed as a testimonial of any kind or indicative of any clients past or future investment experience with Cornerstone.

Links are being provided for informational purposes only. Cornerstone Advisors is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Cornerstone is not responsible for the content of any website or the collection or use of information regarding any website's use and/or members.
News
The Points Living - Your Received a Windfall - What Now?
We hear these stories all the time – an athlete or entertainer reaches star status then ends up bankrupt; a business owner sells the business only to make a series of bad investments; an heir is enticed into putting the inheritance into money-losing propositions; a lottery winner goes broke within a year. These endings are so sad in part because they are preventable.

 

Alaska Airlines Magazine – Sue Peterson, Managing Director and Client Manager, weighs in on strategic portfolio rebalancing
The stock market has been on a tear during the past five years. Since the Standard & Poor’s 500 Index fell to a low of 676 in March 2009 at the nadir of the Great Recession, the popular measurement of 500 large companies traded on the New York Stock Exchange and Nasdaq has risen nearly 200 percent, reaching an all-time high of 2,019 in September. However, with stock market volatility increasing and uncertainty growing about the health of the bull market, some investors are feeling a bit skittish these days.

 

The Points Living- Investing as a Trustee
Although you do not need to be a finance professional to serve as a trustee, you must have a solid understanding of basic investment principles so that you can exercise sound judgment in the organization’s investment decisions. Ultimate accountability for the organization’s investment program rests with the board. In this article, you will find some important points to consider when becoming a trustee.

 

Northwest Prime Time - What to know before he goes: Preparing for widowhood
No one likes to think about the possibility of his or her spouse passing away. But whether we plan for it or not, statistics tell us most women will end up single at the end of their lives. In fact, women are four times more likely than men to be widowed, and widows typically survive their husbands by 14 years. Taking the time to get your affairs in order while both spouses are alive and well will go a long way toward creating security and confidence for the entire family.

 

Seattle Business - So you've been asked to join the board of a nonprofit. Here are some things you need to know.
Managing Director and Client Manager, Kerry Kozlowski, discusses guidelines for trustees seeking to evaluate or build the financial health of the organizations which they serve.

 

The Points Living - Leaving a Legacy
Each of us is creating a legacy, even if we are not doing so intentionally. A legacy reveals itself in many ways – in relationships, in kind deeds, helping our neighbors and the greater community, and in how we use our financial resources.

 

Puget Sound Business Journal - Wealth Management: Plan for a financial future without him
No one likes to think about the possibility of his or her spouse passing away. But whether we plan for it or not, statistics tell us most women will end up single at the end of their lives. In fact, women are four times more likely than men to be widowed, and widows typically survive their husbands by 14 years. In this article, Sue Peterson, Client Manager and a Managing Director, explores how taking the time to get your affairs in order while both spouses are alive and well goes a long way toward creating security and confidence for the entire family.

 

The Points Living - Creating Your Wealth Management Roadmap
Dr. Lawrence J. Peter once famously said, “If you don’t know where you are going, you will probably end up somewhere else.” He most likely wasn’t referring to planning your wealth and life goals, but his sentiment holds true. When you invest the time to assess and define your goals, and create a realistic plan for achieving them, you are far more likely to end up where you want to be.

 

Alaska Airlines Magazine – The Roth Difference
Cornerstone Advisors’ Managing Director and Client Manager, Dave Drews, discusses with M. Sharon Baker of Alaska Airlines Magazine, the intricacies of a traditional IRA versus a Roth.

 

The Points Living - Investing in Private Equity
Managing Director and Client Manager, Linda Olson, discusses the private equity market and how large risks can lead to the potential for even larger rewards.

 

LivFun - Time, Talent & Treasure
What picture springs to mind when you hear the word "giving"? Is giving a verb or an adjective? Do you think of a person you admire or an act of goodwill? Can you give without being a giver? In this article Sue Peterson, a Managing Director and Client Manager at Cornerstone Advisors, explores what giving is.

 

The Points Living - Women, Wealth and Investing
It's a classic sitcom or comic strip scenario: a man and woman are driving along in a car, hopelessly lost. The woman suggests they ask someone for directions and the man (perhaps quite vocally) refuses. Hilarity ensues. If only gender differences in approaches to financial management were as amusing in the real world.

 

Puget Sound Business Journal - Consumer Debt Can Become a Crushing Burden for Young Adults
Study hard, graduate college, get a job and enjoy your independence – this is the mantra many of us have heard and repeated for generations. But in today’s economy the mantra may be missing one important element – be smart and cautious about how you use debt on your road to future success.

 

The Points Living - A Well-Engineered Investment Portfolio
Linda Olson discusses how being deliberate in your design and careful in the construction of your portfolio, brings you safely to your ultimate financial destination.

 

The Wall Street Journal - From Random Acts to a Crafted Legacy
Sue Peterson, Managing Director and Client Manager, discusses helping her client to establish a clear philanthropic plan.
Press Releases
Cornerstone Advisors Promotes Oliver Pitschka, CPA, to Director of Fund Administration
Cornerstone Advisors, a wealth and life building firm with almost $3.5 billion in assets under management, today announced Oliver Pitschka, CPA, has been promoted to Director, Fund Administration. Pitschka joined Cornerstone in 2012 as Associate Director, Fund Administration.

 

Cornerstone Advisors Promotes Kyle Kingshott, CFP® to Director, Client Manager
Cornerstone Advisors, a wealth and life building firm with over $3 billion in assets under management, today announced Kyle Kingshott, CFP®, has been promoted to Director, Client Manager effective immediately. Kyle joined Cornerstone in 2007 as an Associate Client Manager (ACM).

 

Cornerstone Advisors Promotes Adam Lewis, CFP®, JD to Director, Client Manager
Cornerstone Advisors, a wealth and life building firm with over $3 billion in assets under management, today announced Adam Lewis, CFP®, JD, has been promoted to Director, Client Manager. Adam joined Cornerstone in 2009 as an Associate Client Manager (ACM).

 

Cornerstone Advisors Promotes Jeffrey Huse, CIPM, to Chief Technology Officer
Cornerstone Advisors, a wealth and life building firm with over $3 billion in assets under management, today announced Jeffrey Huse, CIPM, has been promoted to Chief Technology Officer effective immediately. Jeff, who brings more than twenty years experience in the information technology industry to his new role, has served as Managing Director, Technology for Cornerstone Advisors since 2006.

 

Cornerstone Advisors, Inc. Selects National Advisors Trust to Provide Trust Services
Cornerstone Advisors implements NATC’s Trust Representative Office program. New private-labeled trust services brand formed, Cornerstone Advisors Trust Services

 

John Canorro, CFA Joins Cornerstone Advisors as Director, Operational Due Diligence
Cornerstone Advisors, a wealth and life building firm with almost $3 billion in assets under management, announced John Canorro has joined the firm as Director, Operational Due Diligence.

 

Cornerstone Advisors Promotes Dave Jackson, CPA, CFP® and CFA, to Wealth Planning Director
Cornerstone Advisors has announced Dave Jackson, CPA, CFP®, CFA, has been awarded new responsibilities as Director, Wealth Planning. He has been with Cornerstone since March 2012.