Cornerstone Financial Advisory

NOVEMBER 6, 2023

Source: Econoday, November 3, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 3, 2023 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, November 2, 2023.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 18, 2023

Source: Econoday, December 15, 2023 The Econoday economic calendar lists upcoming U.S. NKE) Source: Zacks, December 15, 2023 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. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

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. Starting in 2023, a 4% surtax will be applied to taxable income and capital gains over $1M. They paid $300,000 for the house.

Taxes 96

Taxes Wealth Management Tax Planning Planning 96

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Source: Econoday, September 1, 2023 The Econoday economic calendar lists upcoming U.S. KR) Source: Zacks, September 1, 2023 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 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 16, 2023

Source: Econoday, October 13, 2023 The Econoday economic calendar lists upcoming U.S. FCX) Friday: SLB (SLB), American Express Company (AXP) Source: Zacks, October 13, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Source: Econoday, November 17, 2023 The Econoday economic calendar lists upcoming U.S. ADI) Wednesday: Deere & Company (DE) Source: Zacks, November 17, 2023 Companies mentioned are for informational purposes only. Did you know there are some tax considerations when starting a new hobby? CNBC, November 14, 2023.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Source: Econoday, November 24, 2023 The Econoday economic calendar lists upcoming U.S. DELL) Source: Zacks, November 24, 2023 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 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 30, 2023

1,2,3 Source: YCharts, October 23, 2023 to October 27, 2023. Source: Econoday, October 27, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 27, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

DECEMBER 4, 2023

Source: Econoday, December 1, 2023 The Econoday economic calendar lists upcoming U.S. AVGO), Dollar General Corporation (DG) Source: Zacks, December 1, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. IRS.gov, March 28, 2023 7.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 13, 2023

Source: Econoday, November 10, 2023 The Econoday economic calendar lists upcoming U.S. NTES) Source: Zacks, November 10, 2023 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. Retail Sales.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

AUGUST 7, 2023

Consumer Sentiment Source: Econoday, August 4, 2023 The Econoday economic calendar lists upcoming U.S. OKE) Wednesday: The Walt Disney Company (DIS) Source: Zacks, August 4, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice.

Marketing 98

Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

DECEMBER 11, 2023

Weekly Market Insights: Stocks Spark Late Week Rally A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. Source: Econoday, December 8, 2023 The Econoday economic calendar lists upcoming U.S. In addition, they must report all yearly tips on their tax returns.

Marketing 98

Marketing Marketing Taxes Economics 98

The Big Picture

APRIL 6, 2023

Ritholtz Wealth Management is a registered investment advisor or RIA. Is that a thing in March 2023? Specifically, we own the exact same stocks those funds own, and in the exact same proportion. ” Because we are not. Really, Covid 19 uncertainties ?

Wealth Management 278

Wealth Management Portfolio Management Clients Portfolio 278

Cornerstone Financial Advisory

JANUARY 2, 2024

Weekly Market Insights: S&P Ends 2023 Up 24% Stocks posted a slight gain last week amid a shortage of news and light holiday trading. 1,2,3 Source: YCharts.com, December 30, 2023. 1,2,3 Source: YCharts.com, December 30, 2023. Source: Econoday, December 29, 2023 The Econoday economic calendar lists upcoming U.S.

Taxes 104

Taxes Investment Advisor Numbers Investments 104

Cornerstone Financial Advisory

JANUARY 16, 2024

Married filing jointly: Taxpayers who are married can file a joint tax return with their spouse. Married filing separately: Married couples can choose to file separate tax returns when doing so results in a smaller tax burden than filing a joint tax return. IRS.gov, May 1, 2023. RealSimple.com, December 12, 2023.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. IRS.gov, April 7, 2023. CNBC, February 16, 2024.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 29, 2024

annualized clip in Q4 2023, ahead of Wall Street consensus expectations of 2%. ” – Albert Einstein Couples Who Work Together, Tax Together As more households decide to start a business, many couples learn about the tax responsibilities related to such businesses. These relationships involve different tax situations.

Marketing 105

Marketing Marketing Economics Taxes 105

Ballast Advisors

NOVEMBER 27, 2023

Here are some things to consider as you weigh potential tax moves between now and the end of the year. Defer income to next year Consider opportunities to defer income to 2024, particularly if you think you may be in a lower tax bracket then. Doing so may enable you to postpone payment of tax on the income until next year.

Taxes 40

Taxes Retirement Planning Distribution Retirement 40

Cornerstone Financial Advisory

MARCH 27, 2023

Source: Econoday, March 24, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, March 24, 2023 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, 2023 7.

Marketing 59

Marketing Marketing Taxes Banking 59

Cornerstone Financial Advisory

JANUARY 17, 2023

Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, January 13, 2023 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, January 12, 2023.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 10, 2023

Source: Econoday, April 7, 2023 The Econoday economic calendar lists upcoming U.S. PNC) Source: Zacks, April 7, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The Wall Street Journal, April 6, 2023 2. FOMC Minutes.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

FEBRUARY 6, 2023

Source: Econoday, February 3, 2023 The Econoday economic calendar lists upcoming U.S. ORLY). Source: Zacks, February 3, 2023 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

FEBRUARY 13, 2023

Source: Econoday, February 10, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, February 10, 2023 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

MAY 8, 2023

Source: Econoday, May 5, 2023 The Econoday economic calendar lists upcoming U.S. APD) Wednesday: Occidental Petroleum Corporation (OXY), The Walt Disney Company (DIS) Source: Zacks, May 5, 2023 Companies mentioned are for informational purposes only. ” – Charlotte Brontë Need Last Year’s Tax Returns? Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 26, 2023

Source: Econoday, June 23, 2023 The Econoday economic calendar lists upcoming U.S. MKC) Source: Zacks, June 23, 2023 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. Reuters, June 20, 2023.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MARCH 20, 2023

Source: Econoday, March 17, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, March 17, 2023 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 Taxes Banking 59

Carson Wealth

JANUARY 5, 2023

Qualified retirement plans – such as 401(k)s, 403(b)s and IRAs – offer clear tax advantages. Traditional 401(k)s, 403(b)s, and IRAs offer a tax deferral on contributions and growth until distribution. To prevent individuals from taking advantage of the tax-deferred growth in perpetuity, there are certain rules in place.

Distribution 98

Distribution Retirement Planning Taxes 98

Cornerstone Financial Advisory

MAY 1, 2023

Source: Econoday, April 28, 2023 The Econoday economic calendar lists upcoming U.S. D), Source: Zacks, April 28, 2023 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, 2023 7.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 24, 2023

Source: Econoday, April 21, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, April 21, 2023 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. Why is my pension taxed?

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 18, 2023

Source: Econoday, September 15, 2023 The Econoday economic calendar lists upcoming U.S. DRI) Source: Zacks, September 15, 2023 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

SEPTEMBER 11, 2023

Source: Econoday, September 8, 2023 The Econoday economic calendar lists upcoming U.S. ADBE) Source: Zacks, September 8, 2023 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

Source: Econoday, March 31, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, March 31, 2023 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

MAY 15, 2023

Source: Econoday, May 12, 2023 The Econoday economic calendar lists upcoming U.S. Friday: Deere & Company (DE) Source: Zacks, May 12, 2023 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 Medical Taxes 59

Cornerstone Financial Advisory

FEBRUARY 20, 2023

Source: Econoday, February 17, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, February 17, 2023 Companies mentioned are for informational purposes only. A QCD is a nontaxable distribution made directly by the trustee of an IRA to organizations that are eligible to receive tax-deductible contributions.

Marketing 59

Marketing Marketing Taxes Distribution 59

Cornerstone Financial Advisory

JANUARY 30, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. Source: Econoday, January 27, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, January 27, 2023 2. CNBC, January 26, 2023 5.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MAY 22, 2023

Source: Econoday, May 19, 2023 The Econoday economic calendar lists upcoming U.S. WDAY) Source: Zacks, May 19, 2023 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, April 4, 2023 8.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 19, 2023

5 The Fed raised its 2023 economic growth forecast to 1%, up from its March forecast of 0.4%. Source: Econoday, June 16, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, June 16, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, June 16, 2023. Jobless Claims.

Marketing 59

Marketing Marketing Economics Taxes 59