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In the Media

9 Must-Have REITs for Sustainable Investing

By: Rebecca Lake - October 12, 2018
Daniel Milan, managing partner of Cornerstone Financial Services in Birmingham, Michigan, says the REIT has been at the forefront of ESG issues since 2005, with achievements that include surpassing its goals for cutting greenhouse gas emissions by 2020 and expanding use of solar power and LED lighting...

Kiplinger's Personal Finance: 10 Workhorse Health-Care Stocks That Never Break a Sweat

By: James Brumley - May 24, 2018
Cornerstone Financial Services managing partner Daniel Milan calls Johnson & Johnson (JNJ, $123.45) “one of the most well-known and reliable blue chip health care companies today …

U.S. News & World Report: Tax Reform Is a Windfall for REIT Investors

By: Rebecca Lake - April 13, 2018
Additionally, REIT dividends have been excluded from the wage restriction, and "thus, don't have a cap on what they can deduct," says Daniel Milan, managing partner of Cornerstone Financial Services in Birmingham, Michigan.

U.S. News & World Report: 7 Dividend Stock Alternatives to Fuel Retirement Income

By: Rebecca Lake - March 23, 2018
Their main draw compared to dividend stocks is the higher yield, says Matthew Essmann, managing partner of Cornerstone Financial Services. He says if you have a specific income level you're aiming for, REITs may tip the balance to where your portfolio's average yield needs to be...

Kiplinger's Personal Finance: 10 Defense Stocks to Buy to Go on the Offensive

By: James Brumley - February 27, 2018
Daniel Milan, a managing partner of Birmingham, Michigan-based Cornerstone Financial Services, concedes that Leidos Holdings (LDOS, $66.40) “may not be as recognizable as some of the bigger names in the sector...

U.S. News & World Report: 3 Reasons to Revisit REITs in 2018

By: Rebecca Lake - February 2, 2018
For instance, the standard corporate structure of REITs means they'll benefit from new deductions, like the 20 percent deduction on pass-through entity income, says Daniel Milan, managing partner of Cornerstone Financial Services in Birmingham, Michigan...

U.S. News & World Report: Why ETF Investors Should Care About Tax Reform

By: Rebecca Lake - January 9, 2018
Matthew Essmann, managing partner at Cornerstone Financial Services in Birmingham, Michigan, says companies in sectors that traditionally weren't paying taxes close to the full corporate rate will benefit less than those that were...

U.S. News & World Report: How to Capitalize on Falling 401(k) Fees

By: Rebecca Lake - October 17, 2017
"Regulatory pressure and a rash of high-profile class-action lawsuits alleging excessive fees, and plan designs that were not in the participant's best interests have been the driving force behind the continuous drop in overall 401(k) plan fees," says Daniel Milan, managing partner of Cornerstone Financial Services in Birmingham, Michigan...

U.S. News & World Report: Why You Shouldn't Abandon ETFs in Retirement

By: Rebecca Lake - April 11, 2017
Daniel Milan, managing partner at Cornerstone Financial Services in Birmingham, Michigan, says remaining invested in ETFs can have a two-fold impact on your retirement portfolio as you begin spending those assets...

U.S. News & World Report: 4 Mistakes Bond Investors Should Avoid

By: Rebecca Lake - March 30, 2017
"An investor needs to be careful not to extend too far out in duration," says Daniel Milan, managing partner at Cornerstone Financial Services in Birmingham, Michigan...

U.S. News & World Report: How to Create a Foolproof Withdrawal Plan for Retirement Assets

By: Rebecca Lake - October 18, 2016
Daniel Milan, managing partner of Cornerstone Financial Services in Birmingham, Michigan, says determining withdrawal order gets a bit more complicated when required minimum distributions are involved...

Financial Advisor Magazine: Advisors: Too Soon For Retirees to Exit REITs

By: Maureen Nevin Duffy - September 21, 2016
None of the advisors interviewed intend to drop the real estate sector while rates are still low and earnings and dividends are attractive. Says Daniel Milan, managing director of Cornerstone Financial Services...

U.S. News & World Report: Why High-Yield Bonds Belong in Your Portfolio

By: Brian O'Connell - September 12, 2016
"High-yield bonds belong in a well-diversified portfolio," says Daniel Milan, managing partner at Cornerstone Financial Services, in Birmingham, Michigan...

U.S. News & World Report: Prospects for an Aging Bull Market

By: Jeff Brown - August 17, 2016
"We are currently at 89 months for this bull market, as calculated from a March 2009 start date," says Dan Milan, managing partner of Cornerstone Financial Services in Birmingham, Michigan...

U.S. News & World Report: How to Build a Savings From Zero

By: Geoff Williams - June 28, 2016
"When talking with clients that are beginning to put together a plan to save money, or begin their accumulation phase, the first thing I advise them to do is pay off any high-interest debt like credit cards," says Dan Milan, managing partner of Cornerstone Financial Services LLC, a wealth management firm in Birmingham, Michigan...

TheStreet.com:Maxing Out a 401(k) Over an IRA Is Not Always the Solution to Boost Retirement Funds

By: Ellen Chang - June 12, 2016
"The biggest con for the traditional IRA is that there is contribution deduction phase out that varies based on if you file taxes single or jointly and if you contribute to a 401(k)," said Daniel Milan, a managing partner of Cornerstone Financial Services, a Birmingham, Mich. financial planning firm...

Advisor News: Care Costs Will Swamp Retirement Plans

By: Brian O'Connell - June 7, 2016
“Many financial advisors fail to incorporate health-care costs in the plans they develop for their clients,” notes Daniel Milan, a managing partner of Cornerstone Financial Services...