
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
From conducting custom investment research to facilitating account paperwork, technology-enabled solutions have fueled the CornerCap client experience since our founding. While most wealth advisors outsource technology functions, CornerCap has a dedicated, full time leader overseeing the many technology-related elements of our operations. In this role, Kevin not only addresses existing client experience needs, but also looks ahead to anticipate what clients will need next – such as creating an online investment platform for next generation wealth accumulators. Thanks in part to his background overseeing information security at a national consumer credit organization, Kevin takes a keen interest in data security, a key issue in the financial services industry.
Education
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.