Welcome to Cobblestone Wealth Advisors
Building a path is not a product of happenstance. Rather it is the result of understanding, planning, and expert implementation. Cobblestone Wealth Advisors are here to guide you through each step along your path to confidence. Starting with a discussion about you, your family, and your goals, we can begin to sketch out an idea for your path and create a plan to build.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
U.S. Personal Savings Rate
What can be learned from the savings rate?
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Even low inflation rates over an extended period of time can impact your finances in retirement.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Smart investors take the time to separate emotion from fact.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Investors seeking world investments can choose between global and international funds. What's the difference?
Recent changes in estate tax laws could affect the strategy you have in place.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.