Cornerstone Financial Advisory

SEPTEMBER 6, 2022

Source: Econoday, September 2, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 2, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Copyright © 2022.

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Cornerstone Financial Advisory

SEPTEMBER 26, 2022

Source: Econoday, September 23, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 23, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. New Home Sales.

Marketing 59

Marketing Marketing Education Taxes 59

Cornerstone Financial Advisory

DECEMBER 19, 2022

The FOMC ended its last meeting of 2022 by raising interest rates another 0.5% Source: Econoday, December 16, 2022. Source: Zacks, December 16, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, December 13, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

NOVEMBER 14, 2022

Source: Econoday, November 11, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 11, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Copyright © 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

SEPTEMBER 19, 2022

Source: Econoday, September 16, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 16, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Copyright © 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 15, 2022

Source: Econoday, August 12, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, August 12, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, August 10, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

NOVEMBER 28, 2022

Source: Econoday, November 25, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 25, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Copyright © 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

OCTOBER 3, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week. Source: Econoday, September 30, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 30, 2022 Companies mentioned are for informational purposes only. IRS.gov, February 23, 2022.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 10, 2022

Source: Econoday, October 7, 2022. Source: Zacks, October 7, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The Wall Street Journal, October 7, 2022. The Wall Street Journal, October 7, 2022. CNBC, October 3, 2022.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

DECEMBER 12, 2022

Source: Econoday, December 9, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 9, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, December 9, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

DECEMBER 5, 2022

Source: Econoday, December 2, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 2, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. IRS.gov, July 11, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 12, 2022

Source: Econoday, September 9, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 9, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Copyright © 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 25, 2022

Source: Econoday, July 22, 2022. Source: Zacks, July 22, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The Wall Street Journal, July 22, 2022. The Wall Street Journal, July 22, 2022. The Wall Street Journal, July 22, 2022.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 17, 2022

Source: Econoday, October 14, 2022. Friday: Verizon Communications, Inc. (VZ), Source: Zacks, October 14, 2022. The Wall Street Journal, October 14, 2022. The Wall Street Journal, October 14, 2022. The Wall Street Journal, October 14, 2022. CNBC, October 13, 2022. CNBC, October 10, 2022.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 18, 2022

Source: Econoday, July 15, 2022 The Econoday economic calendar lists upcoming U.S. Friday: Verizon Communications, Inc. (VZ), Source: Zacks, July 15, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, July 15, 2022. The Wall Street Journal, July 15, 2022. CNBC, July 11, 2022.

Marketing 52

Marketing Marketing Economics Taxes 52

Brown Advisory

APRIL 20, 2022

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

Cornerstone Financial Advisory

JUNE 21, 2022

Source: Econoday, June 17, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, June 17, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, June 16, 2022.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JUNE 27, 2022

Source: Econoday, June 24, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, June 24, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Copyright 2022 FMG Suite.

Marketing 52

Marketing Marketing Education Taxes 52

Cornerstone Financial Advisory

AUGUST 8, 2022

Source: Econoday, August 5, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, August 5, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, August 5, 2022.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 11, 2022

Source: Econoday, July 8, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 8, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, July 8, 2022.

Marketing 52

Marketing Marketing Taxes Economics 52

Financial Symmetry

FEBRUARY 20, 2025

companies from the IT, consumer discretionary, and communication sectors: Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA and Tesla. Data from 12/31/2022 12/31/2024. Source: Avantis Investors is an investment advisor registered with the Securities and Exchange Commission. Magnificent 7 : Refers to seven, large U.S.

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Marketing Marketing Valuation Commission 64

Cornerstone Financial Advisory

OCTOBER 24, 2022

Source: Econoday, October 21, 2022. Source: Zacks, October 21, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The due dates as of 2022 are April 30 for Q1, July 31 for Q2, October 31 for Q3, and January 31 for Q4.

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Marketing Marketing Taxes Economics 45

Darrow Wealth Management

NOVEMBER 17, 2022

In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

Cornerstone Financial Advisory

AUGUST 7, 2023

IRS.gov, October 7, 2022 8. John Hopkins Medicine, April 24, 2023 Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. a Registered Investment Advisor.

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Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

OCTOBER 30, 2023

IRS.gov, January 19, 2022 7. Cleveland Clinic, July 19, 2023 Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. a Registered Investment Advisor.

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Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

JANUARY 3, 2023

Source: Econoday, December 30, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 30, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 3, 2023

Banking Crisis Fears Dim; Markets Rally Presented by Cornerstone Financial Advisory, LLC Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names. The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 24, 2023

Poor earnings results hit communication services stocks and regional banks, while margin pressures put pressure on auto stock valuations. Sales plummeted 22% from March 2022 levels as higher mortgage rates and tight inventories impacted affordability. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Marketing Marketing Taxes Economics 59

Ballast Advisors

AUGUST 18, 2023

The percentage of workers who felt at least somewhat confident in their ability to afford retirement plummeted nine percentage points, from 73% in 2022 to just 64% in 2023. For retirees, the drop was four percentage points — from 77% in 2022 to 73% in 2023. Broadridge Investor Communication Solutions, Inc.

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Retirement Taxes Planning Accounting 52

Brown Advisory

SEPTEMBER 6, 2022

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. Tue, 09/06/2022 - 10:17. Increasingly, investment committee members are exploring mission-aligned investing for the organizations they serve. DEFINING MISSION-ALIGNED INVESTING.

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Government Investing Investments Portfolio 98

Brown Advisory

JUNE 13, 2022

Our Perspective on Optimal Governance Structure ajackson Mon, 06/13/2022 - 14:12 Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

Brown Advisory

JUNE 13, 2022

Mon, 06/13/2022 - 14:12. Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

Cornerstone Financial Advisory

APRIL 17, 2023

After reports of a more pronounced slowdown in producer prices on Thursday, stocks surged higher, with technology and communication services companies leading the charge. IRS.gov, August 8, 2022 7. The return and principal value of investments will fluctuate as market conditions change. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

FEBRUARY 13, 2023

IRS.gov, October 20, 2022 6. EveryDayHealth.com, July 8, 2022 Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 9, 2023

The Fed has communicated that it’s looking for weakening in the labor market before it can feel confident higher rates are working to slow inflation. IRS.gov, July 7, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, January 5, 2023.

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Marketing Marketing Economics Taxes 59

Park Place Financial

SEPTEMBER 8, 2022

One of the best financial advisors available, CFPs earn board certification that represents their intensive training, commitment to observing ethical standards, and dedication to putting clients first. Registered Investment Advisor (RIA) . How do they communicate with clients (i.e. March 16, 2022. |. 0 Comments.

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Cornerstone Financial Advisory

MAY 22, 2023

The first positive sign was an increase in home builder sentiment that put the National Association of Home Builders Housing Market Index’s confidence level at the midpoint for the first time since July 2022. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 59