Wealth From Wisdom MAY 2018

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May 2018

ONE LESS THING to Worry About

That’s why we’re here — to answer your questions and to give you one less thing to worry about.”

Heading into the second quarter of the year, things have been hectic. With the new tax legislation coming into play, the Cornerstone team has been immersed in all the fine details. We’ve been busy helping clients prepare for the 2018 tax year. There have been a lot of questions and concerns regarding the new tax laws. For instance, with changes to the income tax brackets, everyone wants to know where they fall and whether they should expect any changes in what they will owe. In other words, it may be good news for some, while others may find themselves with a bigger tax bill going forward. We have also heard from a number of people regarding the market correction this past February. As you know, the market fell about 10 percent. At a glance, it was a startling drop, but for long-term investors, this period of higher-than-average volatility was little more than a blip on their radar. It’s certainly been an interesting 2018. One thing that really impresses me, however, is how proactive our clients have been. Whether it’s about taxes, market volatility, or anything else, clients often ask, “Is there anything I should be doing?” Or they may ask, “How is this going to affect my investments?”

Seeing this proactive approach and awareness makes me happy as a wealth

adviser. Whether it’s asking questions or staying up-to-date on what’s going on in the financial world, proactivity is always a positive. We love getting questions and we love answering them. After all, that’s why we’re here — to answer your questions and to give you one less thing to worry about. On the homefront, I am thrilled it’s spring. I’ve been outside

landscaping around the house. Over the winter, I did quite a bit of indoor organization. I was able to get my workroom in order and knock out a few other projects, including a top- to-bottom redecoration of one of our rooms. I also helped my 12-year-old daughter upgrade her room. She decided it was time to transform her space from a younger-looking room into something more mature — or, at least, to match her preteen vision. We got her room painted, and she did the rest. I’m sure it won’t be long until we’re back in there, upgrading her room to meet her teenage sensibilities.

With spring kicking into high gear, my daughter has gotten back into soccer. We watch her play on the weekends and make a family event out of it. We always have a great time hanging out on the sidelines and cheering her on. As I look ahead to the rest of the year, I’m thrilled about what’s on the horizon, and I look forward to helping our clients pursue their goals with financial confidence. As we work our way through market volatility and a changing tax landscape, I appreciate the trust our clients place in Cornerstone.

– Scott Toms

www.CornerstoneWealthGroup.com | 1

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