Broker Check

In the Media

PlanSponsor: How Will the PEP Market Develop in Early 2021?

John Manganaro - October 6, 2020
"As Daniel Milan, financial adviser and managing partner of Cornerstone Financial, notes..."

Bankrate: 7 Ways to Control Emotional Spending

Sarah Sharkey - October 5, 2020
"Cameron Burskey, partner and managing director of retirement security at Cornerstone Financial Services, recommends posting these goals in places that you will often see, such as a phone lock screen or background or on a bathroom mirror..."

Kiplinger's Personal Finance: 13 Best Semiconductor Stocks to Buy Now

Dana Blankenhorn - October 5, 2020
"Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan, says Broadcom's strength in chips used in datacenters and phones offsets any weakness in industrial markets..."

FOX Business: Pros and Cons of High-Yield Savings Accounts

Brian O'Connell - September 28, 2020
"Besides receiving a higher interest rate than a traditional savings account, high yields savings accounts also guarantee that you cannot lose your money and you are fully insured by FDIC up to $250,000 per account,” said Cameron Burskey, partner and managing director at Cornerstone Financial Service..."

Investor's Business Daily: Financial Planning Tools - How Software Helps Advisors Remain Confidently in Compliance

Adam Shell - September 28, 2020
"Financial advisor Daniel Milan uses software to ensure there are no gray areas managing clients' money..."

U.S. News & World Report: 7 Best ESG Funds to Buy

Rebecca Lake - September 18, 2020
"This could be an effective core holding for ESG-focused investors with a longer-term, buy-and-hold approach," says Ryan Shuchman, partner at Cornerstone Financial Services in Southfield, Michigan..."

Kiplinger's Personal Finance: How to Finance Home Schooling Your Children

Sandra Block, Ryan Ermey - September 15, 2020
"So, and a hat tip here to Daniel Milan of Cornerstone Financial Services..."

Forbes: Dividend Investing in the Time of Covid: Expert Insights

E. Napoletano - September 8, 2020
"From a macro level, we saw significantly more dividend cuts during the 2008 financial crisis than we have so far in this current one,” says Daniel Milan, financial advisor and managing partner of Cornerstone Financial Services..."

NerdWallet: How the Pros Ride Market Volatility - and Why You Shouldn't

Kevin Voigt - September 1, 2020
"Today a lot of retail investors especially will utilize leveraged volatility ETF funds to take advantage of this strategy," says Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan..."

PlanAdviser: Retirement Industry Experts See Tremendous Promise for PEPs

Lee Barney - August 27, 2020
"As Daniel Milan, financial adviser and managing partner of Cornerstone Financial, notes, according to the Department of Labor (DOL), as of March 2018, approximately 85% of businesses with 100 or more employees offer a retirement plan—whereas only 53% of businesses with fewer than 100 employees do..."

Yahoo! Finance: Trump's Permanent Payroll Tax Cut Would Deplete Social Security Funds by 2023, Analysis Finds

Dhara Singh - August 25, 2020
"This highlights the reliance on payroll taxes for the Social Security Fund to operate,” said Daniel Milan, managing partner of Cornerstone Financial Services..."

U.S. News & World Report: 8 Best Mid-Cap Index Funds to Buy

Debbie Carlson - August 25, 2020
"Daniel Milan, financial advisor and managing partner of Cornerstone Financial Services, says he has shifted client portfolios to have more mid-cap funds as his firm expects over the intermediate term that mid-caps could have a better return and lower risk than small caps..."

CNBC Grow: Without a Stimulus Package, 'We Will See a Down Market': What Experts Predict in August

Nancy Mann Jackson - August 5, 2020
"It’s natural for markets to ebb and flow over time for various reasons, but when it happens in a short time span, things can get rocky,” says Daniel Milan, managing partner of Cornerstone Financial Services..."

U.S. News & World Report: 8 Ways to Keep Investing During a Recession

Rebecca Lake - July 31, 2020
"In a recession, an investor should allocate their portfolio to quality," says Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan..."

Fast Company: 4 Things to Consider Before You Agree to a Severance Package

Gwen Moran - July 31, 2020
"However, it’s typically a good idea to resist that pressure, says Cameron Burskey, partner and managing director at Cornerstone Financial Services..."

Kiplinger's Personal Finance: 10 Best Cloud STocks to Buy for Rapid Growth

Dana Blankenhorn - July 28, 2020
"Daniel Milan, managing partner of wealth manager Cornerstone Financial Services, says that while FSLY isn't profitable yet, it's well positioned for long-term growth..."

FiduciaryNews.com: What's the Most Effecitve Way 401(k) Plan Sponsors Can Motivate Their Employees to Repay Their CARES Act Early Withdrawals?

Christopher Carosa - July 21, 2020
"Employees often make retirement missteps due to a gap in their financial knowledge and education,” says Ryan Shuchman, partner of Cornerstone Financial Services in Southfield, Michigan..."

U.S. News & World Report: 4 Rules for Buying an Investment Property in a Recession

Rebecca Lake - July 2, 2020
"When purchasing an investment property in a recession, the key rule is 'don't buy the house, buy the location'," says Ryan Shuchman, partner at Cornerstone Financial Services in Southfield, Michigan..."

MONEY: 'COVID Is Different': How Coronavirus Upended the Rules of Investing in a Recession

Mallika Mitra - June 25, 2020
“Technology stocks are traditionally considered cyclical or sensitive, says Daniel Milan, managing partner at Cornerstone Financial Services..."

U.S. News & World Report: How Millionaires Invest in a Bear Market

Rebecca Lake - June 19, 2020
“Many millionaire investors rely on a slow-and-steady approach to portfolio building, says Ryan Shuchman, partner at Cornerstone Financial Services in Southfield, Michigan..."

The Huffington Post: Stop Confusing the Stock Market with the Economy

Casey Bond - June 1, 2020
“Right now, it seems there are two rather stark American realities,” said Daniel Milan, managing partner of Cornerstone Financial Services..."

U.S. News & World Report: 7 Best Sector Funds to Buy for a Recession

Rebecca Lake - May 29, 2020
 "Sector funds allow investors to take targeted bets on the appreciation potential of a particular industry category," says Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan..."

The Wall Street Journal: 35 Ways to Jump-Start Your Emergency Savings

May 26, 2020
"Daniel Milan, financial adviser and managing partner of Cornerstone Financial Services, Southfield, Mich..."

Investor's Business Daily: Integrating Fintech - Keep Clients Paying Attention to the Man in Front of the Curtain

By: Adam Shell - May 26, 2020
"Daniel Milan, managing partner at Cornerstone Financial Services in Southfield, Mich., uses four main fintech tools..."

Bankrate: Investing in the New 20-Year Treasury Bond: Is It a Good Deal?

By: James Royal - May 6, 2020
"Treasury is rebooting issuance of the 20-year bond as it seeks to lock in historically low interest rates to help contain taxpayer cost on its growing pile of debt,” says Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan...

USA Today: 5 Reasons Why the Snowball Strategy for Paying Off Credit Cards Works

By: Adam Shell - April 15, 2020
"It’s a good strategy for the type of person that wants to see some type of progress,” says Daniel Milan, managing partner at Cornerstone Financial Services...

U.S. News & World Report: 7 Best Bear Market Index Funds to Buy Now

By: Rebecca Lake - April 10, 2020
Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan, says XLP and similar funds hold companies that have already shown resilience in the current bear market and are positioned to continue to do so...

USA Today: Your House Is More Than a Place to Live. It's Also a Source of Cash

By: Adam Shell - March 30, 2020
“Theoretically, home equity can be used as an emergency fund,” says Daniel Milan, financial adviser and managing partner at Cornerstone Financial Services.

FOX News Radio: Spring Cleaning Your Finances

By: Linda Bell - March 25, 2020
Daniel Milan of Cornerstone Financial Services discusses spring cleaning your finances on FOX News Radio.

USA Today: Are You Prepared to Hand Over Your Finances to Someone in an Emergency

By: Tamara E. Holmes - March 20, 2020
"The importance of having organized finances on a scale of one to 10 is a 15,” says Cameron Burskey, managing director at Cornerstone Financial Services in Southfield, Michigan..."

AARP: Getting Motivated Is Key to Getting Out of Debt

By: Adam Shell - March 17, 2020
"Even though the snowball technique doesn't reduce your interest expenses as fast as the avalanche method, it works well for people who like to see progress and symbols of accomplishment, no matter how small, says Daniel Milan, managing partner at Cornerstone Financial Services..."

TheStreet: Wall Street Experts: Retirement-Minded Investors Should Be Cautious with Fed Rate Cuts

By: Brian O'Connell - March 6, 2020
"A long-term investor should be revisiting their portfolio and viewing this as another catalyst to potentially be buying at a discount, especially with dividend-type or dividend-growth equities,” said Daniel Milan, managing partner at Cornerstone Financial Services in Southfield, Mich..."

FiduciaryNews.com: This Is What You Need to Know About the 9 Components of a 401(k) Plan's Investment Policy Statement

By: Christopher Carosa - March 3, 2020
"This methodology “explains the metrics or standards that will trigger putting an investment on a watch list, as well as when an investment must be removed,” says Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan..."

CNBC: As Coronavirus Spreads, Here's What to Watch Out for When It comes to Your Money

By: Lorie Konish - February 27, 2020
"Areas concerned investors may want to avoid include stocks related to airlines, cruise lines, casinos and gaming, said Daniel Milan, financial advisor and managing partner at Cornerstone Financial Services in Southfield, Michigan..."

USA Today: Coronavirus Fears Are Spooking Stocks, But Here's How to Keep a Cool Head and Protect Your 401(k)

By: Jessica Menton - February 26, 2020
"Daniel Milan, managing partner at Southfield, Michigan-based Cornerstone Financial Services, believes the effects from the deadly virus on the stock market will be short-lived and has cautioned his clients to not let fear drive their investment decisions..."

Kiplinger's Personal Finance: 8 Retail Stocks That Are Doing It Right

By: Dana Blankenhorn - February 10, 2020
"The company's new product lines, like streetwear and outerwear, are also helping boost sales," says Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan..."

FiduciaryNews.com: Where Can a Plan Participant Find the 401(k) Plan's Investment Policy Statement?

By: Christopher Carosa - February 11, 2020
“Optimally the IPS would be able to be found on the plan’s website along with other required documents,” says Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan..."

U.S. News & World Report: 5 Best Health Care REITs for a Retirement Portfolio

By: Rebecca Lake - February 7, 2020
The story, for a long time, is that health care REITs would benefit from the giant baby boomer generation transitioning into retirement,” says Daniel Milan, a managing partner of Cornerstone Financial Services in Southfield, Michigan..."

FiduciaryNews.com: When Do 401(k) Plan Sponsors usually Adopt an Investment Policy Statement?

By: Christopher Carosa - February 4, 2020
Optimally, an IPS would be adopted when the plan is initially put in place,” says Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan, “but it could be adopted at any time and often if one is not in place it could be adopted at the annual investment committee plan review..."

GoBankingRates.com: 11 Craziest Money-Losing Wall Street Moves in History

By: Lou Carlozo - February 3, 2020
While there have been many ‘macro’ level calls and predictions regarding the Dow or S&P 500, there have also been some extremely poor predictions for up-and-coming investment sectors,” said Ryan Shuchman, partner at Cornerstone Financial Services in Southfield, Michigan..."

U.S. News & World Report: 8 Best Bond Funds for Retirement

By: Debbie Carlson - January 31, 2020
Daniel Milan, a managing partner at Cornerstone Financial Services, says he likes defined-maturity ETFs like Invesco’s BulletShares, which are market-weighted bond indexes..."

FiduciaryNews.com: Who is Generally Responsible for Designing, Detailing and Approving the 401(k) IPS?

By: Christopher Carosa - January 28, 2020
Either the plan sponsor investment committee (with the assistance of a 3(21) adviser, if one is engaged, or the investment manager, if this responsibility is delegated to an ERISA 3(38) ‘investment manager,’” says Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan..."

InvestmentNews: The Human Factor

By: Adam Shell - January 21, 2020
To help protect investors from themselves, Ryan Shuchman, partner at Cornerstone Financial Services in Southfield, Mich., uses a “fact-based” approach to bust biases..."

FiduciaryNews.com: 5 Critical Elements Every 401(k) IPS Must Contain to Achieve Its Primary Purpose

By: Christopher Carosa - January 14, 2020
Besides establishing guidelines for selecting and monitoring plan investments,” says Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan..."

FiduciaryNews.com: What is the Primary Purpose of a 401(k) IPS?

By: Christopher Carosa - January 7, 2020
The IPS accomplished this by “establishing guidelines for selecting and monitoring plan investments while providing a framework for making critical fiduciary decisions,” says Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan..."

U.S. News & World Report: 8 of the Best Low-Cost Index Funds

By: Debbie Carlson - January 6, 2020
Daniel Milan, a financial advisor and managing partner at Cornerstone Financial Services, likes this multi-factor index ETF..."

U.S. News & World Report: Best Growth Stocks Mutual Funds

By: Rebecca Lake - December 30, 2019
Matthew Essmann, a managing partner of Cornerstone Financial Services in Southfield, Michigan, says cost, quality and performance make the MFS Growth Fund a standout among its peers. "When looking at performance, MFEGX carries a five-year annualized total return of 14.15% and a positive alpha of 3.39," Essmann says..."

Kiplinger's Personal Finance: 2020's 15 Best Tech Stocks to Buy for Any Portfolio

By: Dana Blankenhorn - December 20, 2019
“Daniel Milan, managing partner at Cornerstone Financial Services in Southfield, Michigan, puts Alibaba among the best tech stocks for 2020 because the U.S.-China trade war has kept the stock price down – for now..."

Bankrate: Stocks in the 2010s Were on Fire - Here's How to Profit in the 2020s

By: James Royal - December 20, 2019
“The next decade could have a reversion back somewhat to the low single digits average, if you look at the historical annualized returns,” says Daniel Milan, managing partner of Cornerstone Financial Services..."

FiduciaryNews.com: To MEP or Not to MEP? That is the SECURE 401(k) Question

By: Christopher Carosa - December 17, 2019
There is certainly plenty of upside when it comes to 401k MEPs. Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan, says..."

Reader's Digest: 50 Ways to Make More Money in 2020

By: Bobbi Dempsey - December 3, 2019
There are all kinds of applications and programs out there that allow you to see where you’re spending your money,” says Cameron Burskey, managing director at Cornerstone Financial Services in Southfield, Michigan..."

FiduciaryNews.com: Should a Plan Sponsor Adopt a 401(k) Investment Policy Statement?

By: Chris Carosa - December 3, 2019
Smaller plans tend to implement an IPS less,” says Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan..."

FiduciaryNews.com: What Is a 401(k) Investment Policy Statement (IPS)?

By: Chris Carosa - November 26, 2019
An IPS is a codified document created by the plan sponsor (employer) with the guidelines and parameters included on what and how the plan sponsor investment committee chooses which investment funds will be included in the fund lineup for the 401k plan in which employees can choose,” says Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan..."

Forbes: 7 Basic Questions Concerning 401(k) Investment Policy Statements

By: Chris Carosa - November 19, 2019
As most retirement plan sponsors and administrators know, the Employee Retirement Income Security Act (ERISA) doesn’t technically require a plan to have an investment policy statement (IPS),” says Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan..."

U.S. News & World Report: How to Build a Dividend Portfolio Using Funds

By: Debbie Carlson - November 14, 2019
Although ETFs and mutual funds hold many individual stocks, it's still worth it to own multiple funds, says Daniel Milan, a financial advisor and managing partner at Cornerstone Financial Services in Michigan..."

ETF Report: I'm 25 & Ready to Invest for Retirement. Where Do I Start?

By: Debbie Carlson - September 26, 2019
Milan focuses on creating a foundation that includes saving, insurance and paying down debt..."

U.S. News & World Report: 5 Consequences of an Early 401(k) Withdrawal

By: Rachel Hartman - September 18, 2019
Another obscure IRS rule is the 72(t) rule, which allows for an individual to take at least five substantially equal periodic payments from a retirement account over five years or until the individual reaches age 59 1/2, whichever is earlier,” says Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan..."

U.S. News & World Report: 7 Strategies to Reduce Portfolio Risk

By: Rebecca Lake - September 6, 2019
Daniel Milan, managing partner of Cornerstone Financial Services in Southfield, Michigan, says these types of funds can help reduce the downside capture for portfolios that include large cap U.S. equity positions..."

Bankrate: These Are the Biggest Mistakes People Make with Social Security

By: James Royal - August 7, 2019
The biggest mistake people make is “they do a quick Google search and take information that is meant to be very much at the macro level, and thus not individualized,” says Daniel Milan, managing partner of Cornerstone Financial Services..."

U.S. News & World Report: 3 Bad Investing Strategies That Persist

By: Lou Carlozo - August 2, 2019
"When your friends or buddies are just like gamblers they tell you about the wins but never the losses," says Cameron Burskey, managing director at Cornerstone Financial Services in Michigan..."

The Wall Street Journal: An S&P 500 ESG Fund Starts Strong

By: Dieter Holger - July 8, 2019
“The extent of the fund’s early popularity with investors indicates the demand for ESG investments in today’s climate, says Daniel Milan, managing partner at Cornerstone Financial Services, a wealth-management and consulting firm based in Birmingham, Mich..."

U.S. News & World Report: 8 Best Mid-Cap Index Funds to Buy

By: Debbie Carlson - July 5, 2019
Daniel Milan, financial advisor and managing partner of Cornerstone Financial Services in Southfield, Michigan, likes JPME as a smart-beta pick in the mid-cap space..."

U.S. News & World Report: 9 Common Investing Traits of Billionaire Value Investors

By: Debbie Carlson - July 1, 2019
Daniel Milan, financial advisor and managing partner of Cornerstone Financial Services, says value investors don't get caught up in headlines..."

Kiplinger's Personal Finance: The 19 Best Stocks to Buy for the Rest of 2019

By: James Brumley - June 17, 2019
Daniel Milan and Matthew Essmann, managing partners of Michigan-based Cornerstone Financial Services, now see Lockheed Martin (LMT, $350.14) as a top name in aerospace and defense..."

Kiplinger's Personal Finance: 6 Tech Stocks to China-Proof Your Portfolio

By: Dana Blankenhorn - May 31, 2019
Daniel Milan – a managing partner for Cornerstone Financial Services in Birmingham, Michigan – praises the company’s leadership in moving to non-China suppliers, but adds that Cisco still had to push through price increases on its networking equipment early in 2019..."

U.S. News & World Report: 7 Best Bond Funds for Retirement

By: Brian O'Connell - May 23, 2019
Daniel Milan, managing partner at Cornerstone Financial Services in Southfield, Michigan, says he likes defined-maturity ETFs such as Invesco’s BulletShares, which are market-weighted bond indices...."

Bankrate: What Investors Should Do When Stocks Swing Wide

By: Brian O'Connell - May 6, 2019
“Political policies always can and will affect the domestic and international stock market, both positively and negatively,” says Daniel Milan, managing partner of Cornerstone Financial Services...

The Wall Street Journal: What We've Learned About Target-Date Funds, 10 Years Later

By: Jeff Brown - May 5, 2019
Still, to some, the benefits of target funds being the default option in retirement plans outweigh the negatives.” One of the biggest problems 401(k) participants have had over the years is when they allocate their own portfolios,” says Daniel Milan, managing partner of Cornerstone Financial Services in Birmingham, Mich...

CNBC: Shale Oil Boom Sends Investors Back to Risky MLPs for High Income in Time of Low Yields

By: Jeff Brown - March 15, 2019
The world's growing energy needs should make energy assets "a constant source of income" for investors who can stomach sharp ups and downs, said Daniel Milan, managing partner of Cornerstone Financial Services in Birmingham, Michigan...

U.S. News & World Report: How to Invest When You Owe the IRS

By: Kayleigh Kulp - March 8, 2019
Some FDIC-insured CDs have as short as one-month maturities paying about 2.1 percent annually, or 0.175 percent per month, says Daniel Milan, investment advisor representative and managing partner of Cornerstone Financial Services in Birmingham, Michigan...

U.S. News & World Report: The Best Specialty REITs With High Yields

By: Rebecca Lake - February 8, 2019
Daniel Milan, managing partner at Cornerstone Financial Services in Birmingham, Michigansays GEO's focus on rehabilitation rather than incarceration distinguishes it from other prison REITs and it's bolstered by strong financials...

U.S. News & World Report: 3 Tips for Investors in a Government Shutdown

By: Kayleigh Kulp - January 18, 2019
That means investors aren't likely to be affected unless they are speculatively day trading or trying to time the market, says Daniel Milan, managing partner of Cornerstone Financial Services in Birmingham, Michigan...

USA Today: As Stocks Skid, Worries Mount for 401(k) Investors Who Can't 'Stand the Pain'

By: Adam Shell - November 20, 2018
In a span of two phone calls, Daniel Milan found out last week just how nervous some of his Detroit-area investors were about the stock market’s recent rough ride...

U.S. News & World Report: 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...