Cornerstone Financial Advisory

MARCH 18, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 29, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MARCH 11, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

MARCH 4, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

FEBRUARY 12, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 9, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 90

Marketing Marketing Economics Taxes 90

Cornerstone Financial Advisory

FEBRUARY 20, 2023

” – Megan Thee Stallion (Megan Jovon Ruth Pete) How Qualified Charitable Distributions Can Help Reduce Your Tax Burden Generally, distributions from a traditional Individual Retirement Account are taxable in the year the account owner receives them. But, a qualified charitable distribution (QCD) is one exception to this rule.

Marketing 59

Marketing Marketing Distribution Taxes 59

Trade Brains

MARCH 1, 2024

The Company is the 8th largest integrated marketing communications group in India by operating revenue. In FY23, the overall market size of Integrated Marketing Communications in India was Rs. growth in the global integrated marketing communications industry during the same period, indicating faster recovery from COVID-19 levels.

Advertising 59

Advertising Communication Media Clients 59

Cornerstone Financial Advisory

JANUARY 22, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. NFLX), Verizon Communications Inc. (VZ) Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Marketing 64

Marketing Marketing Economics Taxes 64

Brown Advisory

AUGUST 1, 2019

From a legacy planning standpoint, two distinctions are especially important: Roth IRAs do not require their owners or spouses to take mandatory distributions. In contrast, traditional IRAs impose mandatory withdrawals, called “Required Minimum Distributions” or “RMDs” beginning at age 70½.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

From a legacy planning standpoint, two distinctions are especially important: Roth IRAs do not require their owners or spouses to take mandatory distributions. In contrast, traditional IRAs impose mandatory withdrawals, called “Required Minimum Distributions” or “RMDs” beginning at age 70½.

Planning 52

Planning Distribution Taxes Accounting 52

Cornerstone Financial Advisory

JULY 1, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Divergent Speakers Federal Reserve officials have worked to communicate that despite the progress made on inflation in recent months, it remains above the Fed’s 2 percent target. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 22, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. This Week: Companies Reporting Earnings Monday: Verizon Communications Inc. (VZ) Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., GOOG, GOOGL), Tesla, Inc.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 22, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. This Week: Companies Reporting Earnings Monday: Verizon Communications Inc. (VZ) Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., VZ) Tuesday: Tesla, Inc.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 8, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The Nasdaq and S&P both closed at all-time highs on Friday.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JUNE 24, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. 4,5 Source: YCharts.com, June 22, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JUNE 10, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. 2,3 Source: YCharts.com, June 8, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JUNE 3, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Source: YCharts.com, June 1, 2024. Is Bad News Good News?

Marketing 52

Marketing Marketing Economics Taxes 52

Ballast Advisors

NOVEMBER 27, 2023

Roth contributions are not deductible, but Roth-qualified distributions are not taxable. The penalty for failing to do so is substantial: 25% of any amount that you failed to distribute as required (10% if corrected in a timely manner). This material is for informational purposes only and should not be considered investment advice.

Taxes 40

Taxes Retirement Planning Distribution Retirement 40

Cornerstone Financial Advisory

DECEMBER 5, 2022

Qualified distributions to a Roth IRA are tax-free. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. Registered Representative, Securities offered through Cambridge Investment Research, Inc.,

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 26, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 29, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 52

Marketing Marketing Taxes Pharmaceutical 52

Cornerstone Financial Advisory

JUNE 17, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. 5 Source: YCharts.com, June 15, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

MAY 28, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. 2 Source: YCharts.com, May 25, 2024. Bucking The Trend?

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

SEPTEMBER 3, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. Softer Landing in Focus?

Marketing 52

Marketing Marketing Food Economics 52

Cornerstone Financial Advisory

AUGUST 19, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 12, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. percent—a 15-month low.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

AUGUST 5, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

MAY 13, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

MAY 6, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 15, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

APRIL 8, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. What’s The Scoop?

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 1, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 15, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MAY 21, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

APRIL 29, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 52

Marketing Marketing Taxes Economics 52

Ballast Advisors

SEPTEMBER 5, 2024

Charitable giving during life, particularly through mechanisms like Qualified Charitable Distributions (QCDs) from retirement accounts, not only supports charitable causes but also offers tax advantages. This material is for informational purposes only and should not be considered investment advice.

Estate Planning 40

Estate Planning Taxes Planning Tax Planning 40