Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. 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. CNBC, March 15, 2024 4.

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Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 6,7 Source: YCharts.com, October 26, 2024. The Standard & Poor’s 500 Index fell 0.96 percent, while the Nasdaq Composite Index rose 0.16

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Cornerstone Financial Advisory

JANUARY 16, 2024

1,2,3,4,5 Source: YCharts.com, January 13, 2024. That number was higher than the 3.2 Source: Investor’s Business Daily, Econoday economic calendar; January 10, 2024 The Econoday economic calendar lists upcoming U.S. CNBC.com, January 8, 2024. CNBC.com, January 9, 2024. CNBC.com, January 10, 2024.

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Marketing Marketing Taxes Economics 111

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

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. Source: YCharts.com, November 2, 2024. ABNB) Source: Zacks, November 1, 2024. Investing.com, November 1, 2024 3.

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Cornerstone Financial Advisory

JANUARY 2, 2024

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88 Copyright 2024 FMG Suite.

Taxes 104

Taxes Investment Advisor Numbers Investments 104

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

OCTOBER 7, 2024

7 Source: YCharts.com, October 5, 2024. Source: Investors Business Daily – Econoday economic calendar; October 4, 2024 The Econoday economic calendar lists upcoming U.S. BLK), The Bank of New York Mellon Corporation (BK) Source: Zacks, October 4, 2024 Companies mentioned are for informational purposes only.

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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 Dow Jones Industrial Average picked up 0.75

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Marketing Marketing Taxes Pharmaceutical 52

Cornerstone Financial Advisory

AUGUST 5, 2024

Weekly Market Insights | August 5th, 2024 Stocks Fall, Concerns Rise. It was a big week for Q2 corporate reports, with five of the ten largest names in the S&P 500 (by market capitalization) reporting numbers. 5,6 Source: YCharts.com, August 3, 2024. The Wall Street Journal, August 2, 2024 2. Fed Balance Sheet.

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Marketing Marketing Economics Taxes 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.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

SEPTEMBER 23, 2024

Weekly Market Insights | September 23rd, 2024 Fed Cuts Interest Rate by Half-Point Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation. 7,8 Source: YCharts.com, September 21, 2024. percent, 1.7

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MAY 21, 2024

Source: YCharts.com, May 18, 2024. The top-level CPI numbers (known as headline inflation) tend to be less important than what’s underneath: core inflation (CPI minus volatile food and energy prices) in the Fed’s eye. INTU) Source: Zacks, May 17, 2024 Companies mentioned are for informational purposes only. New Home Sales.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 1, 2024

6 Source: YCharts.com, June 29, 2024. Source: Investors Business Daily – Econoday economic calendar; June 25, 2024 The Econoday economic calendar lists upcoming U.S. KALV) Source: Zacks, June 25, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, June 28, 2024 2. FOMC Minutes.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JUNE 3, 2024

Source: YCharts.com, June 1, 2024. Source: Investors Business Daily – Econoday economic calendar; May 31, 2024 The Econoday economic calendar lists upcoming U.S. DLTR) Source: Zacks, May 31, 2024 Companies mentioned are for informational purposes only. CNBC.com, May 30, 2024 2. CNBC.com, May 31, 2024 3.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

MAY 13, 2024

4,5 Source: YCharts.com, May 11, 2024. Source: Investors Business Daily – Econoday economic calendar; May 10, 2024 The Econoday economic calendar lists upcoming U.S. AMAT), Deere & Company (DE) Source: Zacks, May 10, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, May 10, 2024 2.

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. Last week’s riddle: Which positive whole number can you add 1.5 CNBC.com, March 25, 2024 3.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 22, 2024

1,2 On Tuesday, remarks from Fed Chair Jerome Powell indicated a shift in thinking—from being confident to not-so-confident about interest rate cuts in 2024. 5 Source: YCharts.com, April 20, 2024. Source: Investors Business Daily – Econoday economic calendar; April 18, 2024 The Econoday economic calendar lists upcoming U.S.

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Marketing Marketing Taxes Economics 52

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 179

Ethics Education Financial Advice Taxes 179

The Big Picture

MARCH 31, 2023

The platform had punched above its weight in pure user numbers thanks to an unrivaled ability to both distribute real-time information and make expertise available. Combine these elements with your own critical faculty — to weed out the usual spam and bs — and it could feel like the only place online that really mattered.

Banking 157

Banking Math Distribution Investment Advisor 157

Trade Brains

OCTOBER 18, 2024

Recent Developments and Future Outlook The Indian investment banking sector is witnessing a surge in activity. As of September 2024, the country has seen 123 Initial Public Offerings (IPOs) in BSE. This number is more than four times that of the IPOs in 2020. Please consult your investment advisor before investing.

Banking 52

Banking Economics Investing Investments 52

Trade Brains

FEBRUARY 20, 2024

With a journey of over 37+ years, the Magazine has been transformed into a smart investment guide helping investors across all generations. With DSIJ being a SEBI Registered Investment Advisor & Research Analyst, it can give buy, sell, and hold calls to investors with clear-cut guidance, backed by thorough research on the Companies.

Marketing 59

Marketing Marketing Startup Education 59

Truemind Capital

SEPTEMBER 13, 2024

The investments were all over the place and he was not even sure if all the assets were accounted for. – Maintain information on your real estate investments in digital and physical files. – Introduce your trusted wealth manager/investment advisor to your family who will guide you in the transmission of assets.

Investing 64

Investing Investments Insurance Accounting 64

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. The post Top 35 Influencers for Financial Advisors in 2024 appeared first on Indigo Marketing Agency.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. The post Top 35 Influencers for Financial Advisors in 2024 appeared first on Indigo Marketing Agency.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

Cornerstone Financial Advisory

DECEMBER 18, 2023

The combination of the FOMC signaling three rate cuts in 2024 and dovish comments by Fed Chair Powell led to a sharp drop in bond yields and a spike in stock prices, with the Dow Industrials closing above 37,000 and setting an all-time high. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

They further said that future rate decisions will be based on fresh economic data, offering no indication that a rate cut was forthcoming, as many analysts are increasingly anticipating for 2024. Apply for an Employer Identification Number (EIN): An EIN is used to identify a business. a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Fed Signals Rate Hike As expected, the Fed held interest rates steady but surprised many investors by signaling another rate hike before year-end and suggesting that rates may need to remain high through 2024. Instead of counting just the number of calories, you count the macronutrients, including proteins, carbs, and fats.

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Marketing Marketing Taxes Economics 111

Discipline Funds

DECEMBER 20, 2023

Calculate your 2023 after tax income and expected after tax 2024 income. Compare this to your 2023 expenses and expected 2024 expenses. There’s really no need for so much complexity in a portfolio and if your portfolio has an excessive number of positions you might want to reconsider your allocation.

Financial Planning 75

Financial Planning Planning Asset Allocation Retirement Planning 75

Carson Wealth

JANUARY 5, 2023

and IRAs, with exception of Roth IRAs – and beginning in 2024, due to the SECURE 2.0 You will double up on your RMDs in 2024, but you’ll be paying less in taxes overall if properly planned. There is no limit on the number of distributions you can pull throughout the year, other than what your custodian may impose.

Distribution 98

Distribution Retirement Planning Taxes 98

Cornerstone Financial Advisory

SEPTEMBER 30, 2024

Weekly Market Insights | September 30th, 2024 Rate Cut Momentum; D.C. 6 Source: YCharts.com, September 28, 2024. Source: I nvestors Business Daily – Econoday economic calendar ; September 27, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, September 27, 2024 2. NKE), Paychex, Inc.

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Marketing Marketing Taxes Economics 52

Ballast Advisors

AUGUST 23, 2023

The survey numbers have almost reversed from ten years ago, while college enrollment has declined by about 15% over the same period. However, due to an extensive redesign of the FAFSA, the filing season for the 2024-2025 school year will be delayed until December. 1-2 A big reason many Americans are foregoing college is the cost.

Education 40

Education Engineering Communication Taxes 40

James Hendries

JUNE 20, 2023

As such, we don’t think it will be long before official government numbers reflect the decrease in rent prices. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

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Marketing Marketing Economy Communication 52

Carson Wealth

DECEMBER 27, 2022

This number would drop even more by age 73 and even further by age 75. Earnings could also pull the total account value above that number. Jamie is not registered with CWM, LLC as an investment advisor representative and does not provide product recommendations or investment advice. The post SECURE 2.0

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Retirement Retirement Planning Distribution Taxes 98

Cornerstone Financial Advisory

NOVEMBER 11, 2024

Weekly Market Insights | November 11th, 2024 Stocks Surge Post-Election; Fed Cuts Quarter Point Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. 8 Source: YCharts.com, November 9, 2024.

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Marketing Marketing Taxes Economics 52

The Big Picture

JULY 29, 2024

Not only has she been named to a number of hundred most influential women in finance, I don’t know many people who have seen as much of this industry on the front lines as she has for as long as she has, and is now in a position to very much drive change within the industry as CEO. Natalie Wolfson is CEO of Orion.

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