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245 Waterman St Ste 301 Providence, RI 02906

Phone:

  • Toll Free: 1. 888. 277. 5968
  • RI: 401. 453. 5550
  • TX: 972. 563. 8990

E-mail:

  • jr@cornerstoneri.com

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3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
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Newsletters

  • How Savers and Spenders Can Meet in the Middle

    Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.

  • HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?

    The United States received almost one-third of all global foreign investment from 2021 to 2023. This article looks at how different types of foreign investment may impact the U.S. economy.

  • Equity REITs: Is There Room for Real Estate in Your Portfolio?

    This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.

  • Mixing It Up: Asset Allocation and Diversification

    This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.

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Calculators

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Lease Payment

    How much would your monthly lease payment be?

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Fee based money management and Financial Planning offered by Cornerstone Investment Services, LLC RIA.
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*In Texas we are Cornerstone Money Management, LLC

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