As trusted advisors to our clients, we have a responsibility to continually update and refresh our professional knowledge.  Our Corporate Values of ‘Enlightened Advice’ and ‘Stewardship’ require more of us than merely attending professional education seminars and being well-read.  In fact, they compel us to be active participants in creating our profession’s body of knowledge.

 

We have been fortunate that several articles written by us have been accepted for publication in various professional journals.  In addition, we have also been interviewed in other articles that have prominently featured our expertise.  We hope you will enjoy this sampling.

 

 

“How Retirees Can Spend Enough, but Not Too Much” by Ron Lieber; The New York Times, August 28, 2009. (http://www.nytimes.com/2009/08/29/your-money/individual-retirement-account-iras/29money.html) This article features an interview with Jonathan Guyton, CFP® and was one of the top five most emailed articles on The New York Times’ website the day after the article was published!

 

“Pay Dirt: Fear isn’t an investing plan” by Kara McGuire; Star Tribune, February 21, 2009. (http://www.startribune.com/lifestyle/yourmoney/39987457.html?elr=KArks:DCiU1PciUoaEYY_4PcUU) This article features an interview with Michael Branham, CFP®.

 

“Making Your Money Last as Long as You Live” by Robert Hertzberg; The New York Times, April 21, 2008.http://www.nytimes.com/2008/04/21/business/retirement/21draw.html) This article features a client of Cornerstone Wealth Advisors, Inc. and an interview with Jonathan Guyton, CFP®.

 

“Time & Money” by Jeffrey Schlegel; Financial Advisor Magazine; March 2005.  This article captures the Financial Planning’s renewed interest in work on ‘Safe Withdrawal Rates’ sparked by Guyton’s award-winning research.  http://www.financialadvisormagazine.com/issues.php?id_content=2&idArticle=916

 

“Cut Out of the Loop” by David J. Drucker; Bloomberg Wealth Manager, November 2004.  (View PDF)  This article identifies career challenges faced by those entering the financial planning profession and features Michael Branham, CFP®, a Financial Planner at Cornerstone Wealth Advisors, and Jonathan Guyton, CFP® discussing keys to creating a mutually beneficial career path.

 

“Retirees Don’t Have to Be So Frugal:  A Case for Withdrawing Up to 6% a Year” by Jonathan Clements; Wall Street Journal, November 17, 2004.   (View PDF)   This was the first major consumer publication to report on Guyton’s “Safe Withdrawal Rate” article listed above.

 

 

 

 

“Decision Rules and Portfolio Management for Retirees:  Is the ‘Safe’ Initial Withdrawal Rate Too Safe?” by Jonathan T. Guyton, CFP®; Journal of Financial Planning, October 2004.  This article won the  Journal’s 2004 ‘Call for Papers’ and was presented at the Financial Planning Association’s 2004 Annual Convention. 
(View PDF) 

 

“Art and Science:  The Planning and Modeling of a 21^st Century Retirement” by Jonathan Guyton, CFP®; Journal of Retirement Planning, September 1998.  (View PDF)  This article presents a case study highlighting the firm’s flexible approach to planning for an active and rewarding retirement.