Welcome to Cornerstone Asset Management
Cornerstone Asset Management, Inc. is a registered investement advisor (RIA) dedicated to helping our clients build and protect their wealth in route to attaining their their financial goals. Located in Naperville, Illinois our clients include individual households, business owners and corporate and trustee-directed retirement plans. Our services cover all areas of financial management, from investment and retirement planning to risk management and estate preservation.
Our firm is completely independent so our loyalty belongs exclusively to our clients. Independence enables us to establish working relationships with a number of industry-leading investment firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.
As financial professionals, we will:
Make investment planning easier Recommend financial solutions that fit your needs Deliver timely information Explain how changing financial conditions affect you Deliver goals-based investment portfolios
Feel free to browse our site. You will find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.
Newsletters
-
Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
-
HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
-
Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
-
HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.