Cornerstone Financial Advisory

FEBRUARY 5, 2024

Your mental health influences how you communicate with others, perform at work, and feel about yourself. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

OCTOBER 2, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 26, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Taxes 105

Taxes Investment Advisor Sales Investing 105

Cornerstone Financial Advisory

DECEMBER 18, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 31, 2022

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Registered Representative, Securities offered through Cambridge Investment Research, Inc.,

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 9, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

AUGUST 7, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 98

Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

JANUARY 16, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

NOVEMBER 13, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 30, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 4, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 25, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JULY 10, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 29, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

AUGUST 1, 2022

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Registered Representative, Securities offered through Cambridge Investment Research, Inc.,

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

JANUARY 2, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Taxes 104

Taxes Investment Advisor Numbers Investing 104

Cornerstone Financial Advisory

MARCH 11, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

MARCH 4, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

OCTOBER 16, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 9, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 90

Marketing Marketing Economics Taxes 90

Cornerstone Financial Advisory

DECEMBER 11, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

JANUARY 8, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 98

Marketing Marketing Taxes Economics 98

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.,

Marketing 59

Marketing Marketing Taxes Economics 59

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.,

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

NOVEMBER 21, 2022

The Producer Price Index (PPI), which reflects the costs paid by domestic producers, seen as an indicator of future consumer prices, is not typically a market-moving event. DELL), Zoom Video Communications, Inc. (ZM). Registered Representative, Securities offered through Cambridge Investment Research, Inc., Producer Prices Ease.

Marketing 59

Marketing Marketing Taxes Economics 59

Brown Advisory

SEPTEMBER 6, 2022

Whether an investment committee is starting from scratch or already has a mission-aligned investing program well underway, its investment policy statement (IPS) should clearly define long-term strategic goals. DEFINING MISSION-ALIGNED INVESTING. An important part of the process is securing stakeholder buy-in.

Government 98

Government Investing Investments Portfolio 98

Brown Advisory

JUNE 13, 2022

Our Perspective on Optimal Governance Structure ajackson Mon, 06/13/2022 - 14:12 Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

Brown Advisory

JUNE 13, 2022

Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

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

Marketing 59

Marketing Marketing Medical Economics 59