
Key Questions to Ask Yourself Before Buying a Second Home
It’s finally happening — you’ve decided to pull the trigger on that second home your family has been wanting for years. But are you truly
With client service at the forefront of all CornerCap employees’ minds, Jennifer’s role is 100% dedicated to leading client service initiatives – a job where her personal metric is to exceed expectations for clients on a daily basis. Comprehensive client support can mean anything from researching a custom account inquiry to facilitating the opening of a new account, transferring funds on behalf of a client or distributing assets within a family relationship. Jennifer is particularly adept at facilitating client requests thanks to her in-depth industry knowledge and nearly two decades of investment services experience, including time as a relationship specialist at Charles Schwab – one of the institutions that custodies assets for CornerCap clients.
Education and Accreditation
It’s finally happening — you’ve decided to pull the trigger on that second home your family has been wanting for years. But are you truly
Advice from a real estate expert on what you should be considering when investing in a second property.
With the new year well underway and many of us getting restless from the winter doldrums, a bright spot for many corporate employees is that
How to realize the potential of your property in a sellers market and the steps you should take to act on it.
The IRS issued recent guidance that proposes some new interpretations to the SECURE Act of 2019. Recall that one of the most despised changes made
Sarah Daily discusses what rising interests rates mean in todays housing market and how to react.
CornerCap builds a wealth management plan around your story. Through thoughtful discovery and independent discipline, we work to help your assets and life appreciate together.