Cornerstone Financial Advisory

DECEMBER 2, 2024

Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. 6 Source: YCharts.com, November 30, 2024. Consumer Sentiment.

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Nerd's Eye View

JULY 8, 2024

After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?) We look forward to continuing the journey with you through the rest of 2024! interest rates, and relatively little new tax legislation (yet).

Ethics 239

Ethics Education Financial Advice Taxes 239

Cornerstone Financial Advisory

JANUARY 16, 2024

1,2,3,4,5 Source: YCharts.com, January 13, 2024. Source: Investor’s Business Daily, Econoday economic calendar; January 10, 2024 The Econoday economic calendar lists upcoming U.S. TRV), State Street Corporation (STT) Source: Zacks, January 10, 2024 Companies mentioned are for informational purposes only. Industrial Production.

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Cornerstone Financial Advisory

DECEMBER 9, 2024

Weekly Market Insights | December 9th, 2024 Markets Mixed; Jobs Back on Track Stocks were mixed during the first trading week of December. 6,7,8 Source: YCharts.com, December 7, 2024. Source: I nvestors Business Daily – Econoday economic calendar ; December 6, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Source: YCharts.com, February 24, 2024. Investors appear to have concluded that AI’s impact may just be starting, and anticipate it will be a driving economic force in 2024 and beyond. Source: Investors Business Daily – Econoday economic calendar; February 19, 2024 The Econoday economic calendar lists upcoming U.S.

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Cornerstone Financial Advisory

FEBRUARY 19, 2024

3 Source: YCharts.com, February 17, 2024. While the Fed has indicated short-term rates may trend lower in 2024, the January inflation reports support Fed Chair Powell’s recent comments that the Fed is in no hurry to cut rates. Source: Zacks, February 15, 2024 Companies mentioned are for informational purposes only.

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Cornerstone Financial Advisory

DECEMBER 30, 2024

Weekly Market Insights | December 30th, 2024 Holiday Spending Up Stocks notched a slight gain over the holiday week. 4,5 Source: YCharts.com, December 28, 2024. percent in 2024, compared with 3.1 GBX) Source: Zacks, December 27 , 2024. The Wall Street Journal, December 27, 2024 2. CNBC.com, December 26, 2024 5.

Marketing 52

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Cornerstone Financial Advisory

MARCH 25, 2024

4 Source: YCharts.com, March 23, 2024. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S. WBA) Source: Zacks, March 19, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 22, 2024 2.

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Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

3,4 Source: YCharts.com, March 16, 2024. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. DRI) Source: Zacks, March 13, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 15, 2024 2.

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Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 29, 2024

4 Source: YCharts.com, January 27, 2024. Source: Investors Business Daily – Econoday economic calendar; January 26, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Fed Balance Sheet.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MARCH 11, 2024

4,5 Source: YCharts.com, March 9, 2024. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. GETY) Source: Zacks, March 2, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 8, 2024 2.

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Cornerstone Financial Advisory

FEBRUARY 12, 2024

3 Source: YCharts.com, February 10, 2024. Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. AMAT), Deere & Company (DE) Source: Zacks, February 8, 2024 Companies mentioned are for informational purposes only. CNBC.com, February 9, 2024 4.

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Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 9, 2024

Weekly Market Insights | September 9th, 2024 Rough Start, Unsettling End. 4 Source: YCharts.com, September 7, 2024. Source: I nvestors Business Daily – Econoday economic calendar ; September 6, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, September 6, 2024 2. IRS.gov, May 8.

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Cornerstone Financial Advisory

FEBRUARY 5, 2024

2 Source: YCharts.com, February 3, 2024. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. PEP) Source: Zacks, February 2, 2024 Companies mentioned are for informational purposes only. CNBC.com, January 29, 2024 2. EIA Petroleum Report.

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Cornerstone Financial Advisory

MARCH 4, 2024

2 Source: YCharts.com, March 2, 2024. Source: Investors Business Daily – Econoday economic calendar; February 27, 2024 The Econoday economic calendar lists upcoming U.S. KR) Source: Zacks, February 27, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, February 29, 2024 2.

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Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. Source: YCharts.com, January 6, 2024. The Wall Street Journal, January 5, 2024 2.

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XY Planning Network

DECEMBER 11, 2023

This post dives into key details and what you need to know as we head towards 2024 to ensure you’re compliant. Unless your firm is registered with the SEC, your business is likely subject to the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act.

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Trade Brains

OCTOBER 18, 2024

billion in May 2024 to $16.41 billion in August 2024. revenue increase from June to September 2024, with revenue rising from 62,613 crore to 64,259 crore (in rupee terms). Infosys demonstrated even stronger growth, with revenue jumping 4.25% from 39,315 crore to 40,986 crore between June and September 2024. billion to $1.68

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Cornerstone Financial Advisory

JANUARY 2, 2024

FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. Copyright 2024 FMG Suite. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Taxes Investment Advisor Numbers Investments 104

Darrow Wealth Management

NOVEMBER 4, 2024

For non-fiduciary financial advisors, recommendations may only need to be suitable , not necessarily in the client’s best interest. Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice.

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Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

Trade Brains

AUGUST 17, 2024

Recently, Nithin Kamath, Co-founder of Zerodha, a leading stockbroker in India, highlighted a significant challenge in the Indian financial market: the relatively low number of SEBI-registered investment advisors (RIAs) and research analysts (RAs). Here are the latest statistics from official sources. appeared first on Trade Brains.

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Investment Advisor Investing Investments Numbers 52

Trade Brains

NOVEMBER 3, 2024

The announcement date was October 28, 2024, with a record date of November 8, 2024, and the ex-dividend date also on November 8, 2024. The announcement was made on October 18, 2024, with a record date of November 7, 2024, and an ex-dividend date also on November 7, 2024.

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Trade Brains

NOVEMBER 5, 2024

1330 at 03:02 pm on Tuesday, November 05, 2024. Infra’s order book for June 2024, the company shows a strong position with Rs. at 03:20 pm on Tuesday, November 05, 2024. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

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Trade Brains

NOVEMBER 6, 2024

Shareholding Pattern In September 2024, Hindustan Zinc Limited had a majority stake held by the promoters at 63.42 On November 6, 2024, the government of India proposed an offer for the sale of 2.5% 19 per share for the financial year 2024-25, totaling Rs. Please consult your investment advisor before investing.

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Planning Government Sales Investment Advisor 52

Cornerstone Financial Advisory

JANUARY 22, 2024

1,2,3 Tech stocks drove the Thursday rally, with the S&P and Nasdaq recouping their 2024 losses. Source: YCharts.com, January 20, 2024. Source: Investor’s Business Daily, Econoday economic calendar; January 19, 2024 The Econoday economic calendar lists upcoming U.S. CNBC.com, January 16, 2024. Durable Goods Orders.

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Marketing Marketing Economics Taxes 64

Trade Brains

OCTOBER 28, 2024

on 28th october 2024, and it was down 6 percent by the during the day. The company set November 5, 2024, as the record date for dividend distribution. The date of payment for this first interim dividend is scheduled for November 24, 2024. Investors must therefore exercise due caution while investing or trading in stocks.

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Distribution Investment Advisor Consulting Investing 52

Trade Brains

NOVEMBER 3, 2024

The stock was recently listed on the bourses in May 2024. crore for the supply of 33kv Line Rail Pole cross arm channel bracing angle suitable length clamp dated October 21, 2024. ACSR Panther dated October 20, 2024. Investors must therefore exercise due caution while investing or trading in stocks. 75 per share.

Engineering 52

Engineering Consulting Commission Investment Advisor 52

Trade Brains

NOVEMBER 4, 2024

The offer will be conducted through a book-building process and is scheduled to open on November 5, 2024, and close on November 7, 2024, and is expected to be listed on the bourses dated 12th November 2024. 33 on November 3rd, 2024 which was 10% over the issue price. The shares in Grey Market traded at Rs.30.

Healthcare 52

Healthcare Clients Insurance Management 52

Cornerstone Financial Advisory

JULY 22, 2024

Weekly Market Insights | July 22nd, 2024 Investors Shift, Anticipating Lower Interest Rates Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates. 4,5,6 Source: YCharts.com, July 20, 2024. The Wall Street Journal, July 19, 2024 2.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 29, 2024

Weekly Market Insights | July 29th, 2024 Down Corporate Reports Shake Investors Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names. 4 Source: YCharts.com , July 27, 2024. The Wall Street Journal, July 26, 2024 2.

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Marketing Marketing Taxes Pharmaceutical 52

Cornerstone Financial Advisory

AUGUST 19, 2024

Weekly Market Insights | August 19th, 2024 The S&P 500’s Best Weekly Gain of The Year. 6,7 Source: YCharts.com, August 17, 2024. Source: I nvestors Business Daily – Econoday economic calendar ; August 16, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, August 16, 2024 2.

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Marketing Marketing Economics Taxes 52

Tobias Financial

AUGUST 5, 2024

We are thrilled to announce that Tobias Financial Advisors made the Worth Magazine’s 2024 Leading Advisors List. Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients.

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Financial Advisor Investment Advisor Wealth Management Commission 52

Cornerstone Financial Advisory

JULY 8, 2024

3 Source: YCharts.com, July 6, 2024. Source: Investors Business Daily – Econoday economic calendar; July 5, 2024 The Econoday economic calendar lists upcoming U.S. C), The Bank of New York Mellon Corporation (BK) Source: Zacks, July 5, 2024 Companies mentioned are for informational purposes only. IRS.gov, May 7, 2024 8.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 5, 2024

Weekly Market Insights | August 5th, 2024 Stocks Fall, Concerns Rise. 5,6 Source: YCharts.com, August 3, 2024. Source: Investors Business Daily – Econoday economic calendar; August 2, 2024. GILD) Source: Zacks, August 2, 2024 Companies mentioned are for informational purposes only. S&P Global, July 31, 2024 4.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 1, 2024

All three of the major averages posted gains for Q1 2024. 4 Source: YCharts.com, March 30, 2024. Source: Investors Business Daily – Econoday economic calendar; March 27, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, March 28, 2024 2. CNBC.com, March 25, 2024 3.

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Marketing Marketing Economics Taxes 52

The Big Picture

MARCH 31, 2023

Embattled First Republic Bank is no longer searching for a buyer as investment advisors and company executives seek to repair the company’s balance sheet before any sale might take place, FOX Business has learned. ( It’s how the world’s most valuable company built a better way of listening to Mozart and Beethoven.

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Banking Math Distribution Investment Advisor 162

Cornerstone Financial Advisory

SEPTEMBER 3, 2024

Weekly Market Insights | September 3rd, 2024 Pressure on the Nasdaq and S&P 500 There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week. 4 Source: YCharts.com , August 31, 2024. The Wall Street Journal, August 30, 2024 2. Investing.com, August 30, 2024 3.

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Marketing Marketing Food Economics 52