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. Productivity and Costs.

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Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. 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. Two-year Treasury Note Auction. Consumer Confidence.

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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. Taxpayers use Form 3468, Investment Credit, to claim the rehabilitation tax credit.

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Cornerstone Financial Advisory

OCTOBER 21, 2024

Weekly Market Insights | October 21st, 2024 Sixth Week of Gains on Wall Street Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon. 5 Source: YCharts.com, October 19, 2024. UPS) Source: Zacks, October 18, 2024 Companies mentioned are for informational purposes only.

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Cornerstone Financial Advisory

OCTOBER 14, 2024

6 Source: YCharts.com, October 12, 2024. Source: I nvestors Business Daily – Econoday economic calendar ; October 9, 2024 The Econoday economic calendar lists upcoming U.S. Notably, if you’re currently paying off the debt or are contesting a tax bill in court, you should not be affected. Investing.com, October 11, 2024 3.

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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

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

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

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. Consult a qualified tax expert for help.

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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. Business Inventories. Friday: Industrial Production.

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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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Cornerstone Financial Advisory

SEPTEMBER 16, 2024

Weekly Market Insights | September 16th, 2024 Stocks Rally Ahead of Fed Meeting Stocks rallied last week as investors received better-than-expected consumer and producer inflation data. 4,5 Source: YCharts.com, September 14, 2024. Checking your withholding is essential to deducting the right amount of taxes; these handy tools can help.

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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. These relationships involve different tax situations. This information is not intended to substitute for specific individualized tax advice.

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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

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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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Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.

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Taxes Tax Planning Startup Valuation 52

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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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. Thursday: Jobless Claims. Consumer Price Index.

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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. This strong report did not negatively impact the markets.

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Cornerstone Financial Advisory

AUGUST 12, 2024

Weekly Market Insights | August 12th, 2024 Stocks Fall, Speculation Slows Down. 4 Source: YCharts.com , August 10, 2024. Source: I nvestors Business Daily – Econoday economic calendar ; August 8, 2024 The Econoday economic calendar lists upcoming U.S. The Dow Jones Industrial Average slipped 0.60 Consumer Sentiment.

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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. Wednesday: Consumer Credit.

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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. We suggest that you discuss your specific tax issues with a qualified tax professional.

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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 Standard & Poor’s 500 Index rose 3.93

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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 Standard & Poor’s 500 Index fell 1.97

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Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.

Taxes 59

Taxes Tax Planning Planning Financial Advisor 59

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

JULY 15, 2024

Weekly Market Insights | July 15th, 2024 Stocks Advance After New Inflation Data Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. Source: YCharts.com, July 13, 2024. The Standard & Poor’s 500 Index advanced 0.87 Fed Balance Sheet.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 2, 2024

” – Bertrand Russell Need Last Year’s Tax Returns? Help is available for taxpayers who need tax information for prior years but still need to keep copies of their returns. This is often the easiest way to get a copy of your tax returns. Order a tax transcript. “To conquer fear is the beginning of wisdom.”

Taxes 104

Taxes Investment Advisor Numbers Investments 104

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.

Taxes 52

Taxes Tax Planning Planning Financial Advisor 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

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. Durable Goods Orders. Jobless Claims. Housing Starts.

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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. This information is not intended to be a substitute for specific, individualized tax advice.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 15, 2024

4 Source: YCharts.com, April 13, 2024. The start of Q1 earnings season reinforced inflation concerns as several leading money center banks—despite many beating expectations—forecasted lower growth for the remainder of 2024 due partly to inflation and higher-than-expected rates. 5,6 This Week: Key Economic Data Monday: Retail Sales.

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Cornerstone Financial Advisory

APRIL 29, 2024

5 Source: YCharts.com, April 27, 2024. Source: Investors Business Daily – Econoday economic calendar; April 23, 2024 The Econoday economic calendar lists upcoming U.S. Source: Zacks, April 23, 2024 Companies mentioned are for informational purposes only. Free File has most of the necessary forms when filing your taxes.

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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.

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Cornerstone Financial Advisory

MAY 21, 2024

Source: YCharts.com, May 18, 2024. Source: Investors Business Daily – Econoday economic calendar; May 17, 2024 The Econoday economic calendar lists upcoming U.S. INTU) Source: Zacks, May 17, 2024 Companies mentioned are for informational purposes only. CNBC.com, May 14, 2024 2. CNBC.com, May 17, 2024 4.

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Cornerstone Financial Advisory

MAY 6, 2024

3 Source: YCharts.com, May 4, 2024. Source: Investors Business Daily – Econoday economic calendar; May 2, 2024 The Econoday economic calendar lists upcoming U.S. EMR) Source: Zacks, May 2, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, May 3, 2024 2. CNBC.com, May 1, 2024 3.

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