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Featured

The Cobblestone Advisor January 2021

Read the latest Investment Brief for 2021

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Featured

2020 Taxes and Individual Retirement Accounts (IRAs): There’s Still Time to Save

As you subject yourself to the annual gathering of tax documents and take on your 2020 tax return, make sure you think about one of the best ways to save and possibly cut your tax bill—funding an IRA. There’s still time to get that tax break, depending on your income, but the clock is ticking. You must make your IRA contribution by the extended May 17th, 2021 deadline. The 2020 IRA contribution limit is $6,000 for those under age fifty and $7,000 for those fifty and older.

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Cobblestone Insights

March 31, 2021

7 Money Moves for Women to Make Now

American women live five years longer than men on average. They’re paid 82 cents for every dollar paid to men. However, they retire with about two-thirds of the money men do. This means when it comes to financial planning, women must work harder than men to get the same results. Every day we help women overcome the challenges they uniquely face, so we’d like to share these seven moves to get you moving in the right direction.


March 31, 2021

2020 Taxes and Individual Retirement Accounts (IRAs): There’s Still Time to Save

As you subject yourself to the annual gathering of tax documents and take on your 2020 tax return, make sure you think about one of the best ways to save and possibly cut your tax bill—funding an IRA. There’s still time to get that tax break, depending on your income, but the clock is ticking. You must make your IRA contribution by the extended May 17th, 2021 deadline. The 2020 IRA contribution limit is $6,000 for those under age fifty and $7,000 for those fifty and older.


March 8, 2021

Could private investments be right for you?

Whether we’re talking about WeWork’s botched IPO in 2019, Snowflake’s wildly successful public debut in 2020, or the recent commotion caused by privately-held fintech start-ups like Robinhood, more and more investors are taking notice of private companies and private market opportunities in general.