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245 Waterman St Ste 504A Providence, RI 02906

Phone:

  • Toll Free: 1. 888. 277. 5968
  • RI: 401. 453. 5550
  • TX: 972. 563. 8990

E-mail:

  • jr@cornerstoneri.com

Videos

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Should You Sell When the Market Drops?

The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?
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Newsletters

  • Foreign Stocks Outperformed in 2025

    Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

  • Avoiding Probate with a TOD Deed and TOD Account

    In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.

  • Are You Prepared for the High Cost of Dying?

    End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.

  • What Is Value Investing?

    At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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Calculators

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

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