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IN THE NEWS

For the second time, Cornerstone Advisory has been named to the Financial Times Top 300 List.

Womble Carlyle Wealth Management had the opportunity to interview Mike Gill, Portfolio Manager, and the investment committee of Cornerstone Advisory.

Wealth Management: What do you see as the key themes in today’s wealth management business?

Cornerstone Advisory is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

Cornerstone Advisory will merge with Private Fund Advisors in early 2017. Pictured above is Erik Johnson, owner of Private Fund Advisors.

"Tom Biddison, co-founder of Baltimore wealth management company, Cornerstone Advisory, LLP, has always counseled his clients about the power of philanthropy. His advice took a very personal turn in 2007 when his daughter, Katelyn, was diagnosed as having Type I Diabetes. He later joined the Board of Juvenile Diabetes Foundation MD..."

February 10, 2016

 

Thomas N. Biddison, III, Principal and Portfolio Manager of Cornerstone Advisory, LLP, was a featured on a panel at the Mid-Atlantic Credit & Hedge Fund Investor Forum in Washington D.C., discussing structured credit and fixed income.

June 20, 2014, Baltimore Business Journal

July 15, 2009, Baltimore Business Journal

As investors, we all want to "buy low and sell high." That's easy to understand in principle but very difficult in practice. Why is this so difficult? The answer is simple. For the average investor, 80% of investment decisions are based on emotion. As human beings, we are wired to be bad investors. Investors often follow the herd mentality of buying and selling. We buy when we are euphoric and markets have experienced recent success (the point of Maximum Financial Risk), and sell when financial markets are experiencing stress and volatility (the Point of Maximum Financial Opportunity).

Talking heads and financial people love to espouse their knowledge of when to buy and sell in the stock and bond markets. Unless their crystal ball is working better than ours, we remain skeptical of their consistent success. Investing in stocks and bonds does not need to be a "long only" gamble on the linear price moves of the markets; it can be more calculated and consistent. This article will outline specific ways for retirees and income oriented investors to generate a more consistent income from their portfolios and mitigate downside risk.

July 3, 2006, Baltimore Business Journal

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