Cornerstone In The News | Financial Advisor

Financial planning doesn't stop at the client meeting. As part of our commitment to education and thought leadership, Cornerstone Financial Partners and our advisors are regularly featured in national publications, sharing insights on retirement, wealth management, leadership, and industry trends. Explore our recent media appearances and articles to see how we're helping inform conversations that matter to investors, families, and business owners across the country.

The sandwich generation is forcing advisors to rethink the 60/40 portfolio

July 6, 2026

Some 54% of Americans in their 40s having a parent age 65 or older while also raising a child or supporting an adult child financially, according to a Pew Research Center survey conducted in October 2021. For Americans in their 50s, 36% are in this situation, Pew Research Center said. Roughly 16 million Americans qualify as members of the so-called sandwich generation, according to data released in July 2025 by the AARP and National Alliance for Caregiving. Some 73% of middle-aged adults with at least one child over 18 provided some form of financial support to that child in the past year, according to a 2013 analysis from Pew Research Center. For financial advisors, that shift is no longer a side conversation — it is reshaping how retirement, estate, and portfolio planning gets built from the ground up.

You Can’t Spell Advisor Without AI

Apr 22, 2026

Advisors discuss their use of AI now and how it will change going forward. Read Tim's take at the bottom of page 22.
By Gregg Greenberg

From serving the country to serving clients: Vets in financial planning

November 10, 2025

Around 200,000 service members transition to civilian life each year. A significant number land in management, business or financial roles, and many find their way to financial planning. That's no surprise, as the same qualities that help those in uniform lead under pressure, make decisions and stick to a mission translate directly into serving clients.