
Real Estate – The Buyer’s Market
How to navigate a hyper-competitive, seller’s market as a buyer and find your next property.
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
How to navigate a hyper-competitive, seller’s market as a buyer and find your next property.
As the Great Resignation rolls on, top corporate talent continues to be courted with novel incentives ranging from 4-day work weeks to subsidies for emergency
If Boomers used the stock market to unlock generational wealth and Gen Z is bringing meme culture to the world of finance, where do Xennials
CornerCap takes a unique, wholistic approach to wealth management. Learn more about how we listen to your story and make your financial planning align with your personal life goals.
Do you pay K-12 private school tuition? If so, did you know that you can “pre-pay” part of your child’s private school tuition in a
As parents get older, a question looms large over their adult children: “How will I care for my aging parents?” For many, the idea of
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.