CornerCap Blog

Smart Money Matters

Smart Money Matters: Gifting Techniques for the Savvy Taxpayer

Giving to charity is great; giving away your tax deduction is not. In this first comment in a series we call "Smart Money Matters," Senior VP and Portfolio Manager Richard Bean provides his thoughts...
Market Turbulence

Do Stocks Do the Worst Before or During Recession?

Many people are very worried about recession in 2019 or 2020. While economic data does not yet indicate recession is imminent--and we recently provided our own outlook here--we wanted to share some...
Man Hiding Under a Box

Our Thoughts on Today's Market Volatility

Stocks broadly took a beating today, with the S&P 500 and Dow Jones each down over 3%. This accelerates a downward trend that started in late September, pushing the S&P 500 down almost 5% in...
Tax Form 1040

Year-End Planning Under the New Tax Law

As we find ourselves only a few months away from ending the first year under the new tax law, our clients and friends of the firm would be well served to revisit the law's changes and implications. ...

Pages

Fundametrics® Research Process

Financial pie chartThe Fundametrics® research process is our proprietary computer-based research system, which screens our universe of stocks and decile ranks them according to specific valuation criteria.

Read more about Fundametrics® >

Multi-Asset Class Strategies

Blindly following the larger university endowment model for diversification can lead to unintended consequences. Our approach rests on transparency, liquidity, and reasonable cost while recognizing that portfolios must be diversified across economic regimes.

Read More About Multi-Asset Class Strategies >