Cornerstone Financial Advisory

OCTOBER 9, 2023

Before using the Tax Withholding Estimator, gather all necessary documents; this includes your W-2 from your employer, any 1099 forms you have from banks and other payers, and any other forms you need. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

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International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

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Cornerstone Financial Advisory

AUGUST 7, 2023

Markets were rattled initially by news that the Treasury raised its borrowing requirement for the third quarter by more than a quarter of a trillion dollars and on news that the Bank of Japan announced it would allow bond yields to rise after years of capping them. a Registered Investment Advisor.

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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. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Cornerstone Financial Advisory

MARCH 11, 2024

Markets clawed back much of their losses on Wednesday and Thursday, with the Fed Chair’s upbeat comments to the Senate Banking Committee boosting stocks. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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BlueMind

JULY 15, 2022

Unethical investment banking and insurance practices that handed all the risk to the investors resulted in one of the biggest financial crises after the Great Depression. Bear in mind the standards that a Registered Investment Advisor is held accountable to and a broker-dealer is, are different.

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Cornerstone Financial Advisory

OCTOBER 16, 2023

This Week: Companies Reporting Earnings Monday: The Charles Schwab Corporation (SCHW) Tuesday: Bank of America Corporation (BAC), Johnson & Johnson (JNJ), Lockheed Martin Corporation (LMT), The Goldman Sachs Group, Inc. (GS), Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Cornerstone Financial Advisory

MARCH 20, 2023

Markets Cautious After Banking Woes; Awaiting Fed Reaction Presented by Cornerstone Financial Advisory, LLC Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector. Since then, two U.S.

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Cornerstone Financial Advisory

MARCH 27, 2023

Mixed Message Provokes Volatility Presented by Cornerstone Financial Advisory, LLC Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Nasdaq Composite index rose 1.66% for the week. Rate Hike Cycle Ending?

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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. This Week: Companies Reporting Earnings Monday: The Charles Schwab Corporation (SCHW), M&T Bank Corporation (MTB). a Registered Investment Advisor.

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Cornerstone Financial Advisory

MARCH 13, 2023

Stocks also were rattled when a west coast bank was placed into receivership on Friday following a run on deposits. The lower move was triggered by a specialty bank’s liquidity issues, though regional and money center banks could not escape the selling. a Registered Investment Advisor.

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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. Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Cornerstone Financial Advisory

JULY 3, 2023

Weekly Market Insights: Economy Continues Upward Trend Presented by Cornerstone Financial Advisory, LLC Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test. a Registered Investment Advisor.

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Cornerstone Financial Advisory

JANUARY 22, 2024

The four-day trading week began with more Q4 bank earnings, which disappointed. The yield on the 10-year Treasury climbed after a Fed Governor said the central bank may adjust rates as much as markets expect. NFLX), Verizon Communications Inc. (VZ) Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Cornerstone Financial Advisory

SEPTEMBER 26, 2022

Global central banks moved in tandem with the Fed, as the Bank of England, Swiss National Bank, and Norway’s Norges Bank, among others, also hiked rates. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Investment Advisor. Another Rate Hike.

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Cornerstone Financial Advisory

MAY 8, 2023

1,2,3 Stocks See-Saw Renewed regional bank concerns weighed on investor sentiment last week, despite the rescue of a troubled bank before the start of the trading week. But worries were not isolated to regional banks. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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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. Friday: Bank of America Corporation (BAC), JPMorgan Chase & Co. Registered Representative, Securities offered through Cambridge Investment Research, Inc.,

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Cornerstone Financial Advisory

AUGUST 29, 2022

Thursday’s rally also got a boost from regional Federal Reserve Bank presidents, who suggested future rate hikes may be in line with market expectations. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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Inside Information

FEBRUARY 26, 2025

Mahoney also scrapped the previous administrations sly OneFPA proposal to consolidate chapter revenues and bank accounts under the control of the home office. He maintained and strengthened the new Advisory Council, where chapter representatives are able to put topics on the table for group discussion and consideration by the board.

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Cornerstone Financial Advisory

JULY 24, 2023

1,2,3 Earnings In Focus Entering its first big week of the second quarter earnings season, solid reports from the nation’s big banks rewarded investor optimism, sparking a rally that continued into mid-week. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., VZ), Visa, Inc. (V),

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Ballast Advisors

JULY 18, 2024

This includes everything from your bank details to investment portfolios and important documents. This material is for informational purposes only and should not be considered investment advice. Broadridge Investor Communication Solutions, Inc. The information in these materials may change at any time and without notice.

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Cornerstone Financial Advisory

OCTOBER 3, 2022

During the previous week, the Bank of England (BOE) raised interest rates, and its prime minister announced unfunded tax cuts that the markets interpreted as inflationary. The Bank Of England Acts. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.

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Cornerstone Financial Advisory

MAY 22, 2023

Aiding the market’s upbeat mood was a positive update on deposit growth at a troubled regional bank. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

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James Hendries

JUNE 20, 2023

Despite emerging signs of slowing, the Fed recently communicated a hawkish stance on the path of interest rates going forward and the markets seemed to take it all in stride. sectors) with the exception of preferred securities, which look attractive after having recently sold off due to the banking stresses.

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Cornerstone Financial Advisory

MAY 15, 2023

Attention Turns To The Debt Ceiling Presented by Cornerstone Financial Advisory, LLC Stocks were mixed last week as good inflation news was offset by mounting debt ceiling concerns and rekindled regional banking fears. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Cornerstone Financial Advisory

MAY 1, 2023

Stocks Rally As Attention Shifts To Fed’s May Meeting Presented by Cornerstone Financial Advisory, LLC Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week. a Registered Investment Advisor.

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James Hendries

JUNE 26, 2023

Communication services, consumer discretionary, industrials, and technology enjoy the best sector breadth and the highest percentage of stocks outperforming the market this year. sectors) with the exception of preferred securities, which look attractive after having sold off due to stresses in the banking system. 06/2024)

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Cornerstone Financial Advisory

JANUARY 17, 2023

Stocks extended their gains to end the week as a few money center banks kicked off a new earnings season with upbeat reports. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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Cornerstone Financial Advisory

APRIL 15, 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. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Cornerstone Financial Advisory

AUGUST 21, 2023

banks by Fitch, a credit-rating agency. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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Cornerstone Financial Advisory

OCTOBER 17, 2022

Monday: Bank of America Corporation (BAC), The Charles Schwab Corporation (SCHW). Friday: Verizon Communications, Inc. (VZ), FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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Cornerstone Financial Advisory

JULY 18, 2022

Monday: Bank of America (BAC), International Business Machines (IBM), The Goldman Sachs Group (GS), The Charles Schwab Corporation (SCHW). Friday: Verizon Communications, Inc. (VZ), Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.

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Cornerstone Financial Advisory

JULY 17, 2023

Despite some positive earnings surprises from several big banks and a major healthcare provider, stocks closed out a good week with a slight decline. In this case, a cash payment includes US or foreign currency and can also include cashier’s checks, bank drafts, traveler’s checks, or money orders. PNC), Prologis, Inc.

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Cornerstone Financial Advisory

JULY 8, 2024

C), The Bank of New York Mellon Corporation (BK) Source: Zacks, July 5, 2024 Companies mentioned are for informational purposes only. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. a Broker/Dealer, Member FINRA / SIPC.

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Cornerstone Financial Advisory

JUNE 10, 2024

Before using the Tax Withholding Estimator, gather all necessary documents; this includes your W-2 from your employer, any 1099 forms you have from banks and other payers, and any other forms you need. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

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Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

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Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52