Josh VanDyke
Investment Advisor and Chief Compliance Officer
Josh is an investment advisor and Cornerstone's Chief Compliance Officer. He builds the portfolio analysis families see in their first meetings with us and writes our Insights articles.
About Josh
Josh joined Cornerstone in 2018 and is the firm's Chief Compliance Officer, so he oversees how we follow SEC rules in our marketing, our records and our trading.
He builds the portfolio analysis we walk through with new families. It shows what you own today, what it costs, and how it's spread across the market.
He also writes our Insights articles, short answers to the money questions families ask us most.
His own focus is evidence-based investing and helping clients stick with their strategy when markets swing.
What Josh helps with
- Portfolio analysis of what you own today
- Choosing funds in your 401(k)
- What to do with an old 401(k)
- Evidence-based investing and rebalancing
- Sticking with your strategy when markets drop
Background
- Education
- B.A. in Biblical and Theological Studies, Covenant College, 2011
- At Cornerstone
- Since 2018, Chief Compliance Officer
- Licensed
- Series 65, 2018
- Writing
- Author of the Cornerstone Insights articles
Articles by Josh
- What is a fiduciary financial advisor?
- Should I roll over my old 401(k) to an IRA?
- Should I pay off my mortgage early?
- How does the new $6,000 senior deduction work?
- How does a Trump Account work?
- Is gold a good hedge against inflation?
- What happens if you miss the stock market's best months?
- Why invest in international stocks when U.S. stocks have done so well?
- Do the biggest companies in the S&P 500 stay on top?
- Does cash keep up with inflation over the long run?
- How much does waiting to start investing cost?