Cornerstone Financial Advisory

DECEMBER 26, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, December 22, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The forecasts also are subject to revision.

Taxes 105

Taxes Investment Advisor Sales Investments 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

The content is developed from sources believed to be providing accurate information. Source: Zacks, February 15, 2024 Companies mentioned are for informational purposes only. This information is not intended to be a substitute for specific, individualized tax advice. The forecasts also are subject to revision.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 2, 2024

The content is developed from sources believed to be providing accurate information. STZ) Source: Zacks, December 29, 2023 Companies mentioned are for informational purposes only. Help is available for taxpayers who need tax information for prior years but still need to keep copies of their returns. Order a tax transcript.

Taxes 104

Taxes Investment Advisor Numbers Investments 104

Cornerstone Financial Advisory

JANUARY 16, 2024

The content is developed from sources believed to be providing accurate information. TRV), State Street Corporation (STT) Source: Zacks, January 10, 2024 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. Other conditions also apply.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

MARCH 18, 2024

The content is developed from sources believed to be providing accurate information. DRI) Source: Zacks, March 13, 2024 Companies mentioned are for informational purposes only. This information is not intended to be a substitute for specific, individualized tax advice. The forecasts also are subject to revision.

Marketing 105

Marketing Marketing Taxes Economics 105

Darrow Wealth Management

JULY 30, 2024

Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. Before making the election, consult your tax and financial advisor to understand the impact on your tax situation and make an informed decision. Current valuation = $0.1 Your shares still need to vest.

Taxes 79

Taxes Tax Planning Startup Valuation 79

Cornerstone Financial Advisory

MARCH 25, 2024

The content is developed from sources believed to be providing accurate information. WBA) Source: Zacks, March 19, 2024 Companies mentioned are for informational purposes only. This information is not intended to be a substitute for specific, individualized tax advice. The forecasts also are subject to revision.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 29, 2024

The content is developed from sources believed to be providing accurate information. MRK) Friday: Exxon Mobil Corporation (XOM), Bristol Myers Squibb Company (BMY) Source: Zacks, January 26, 2024 Companies mentioned are for informational purposes only. Please consult your financial professional for additional information.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 2, 2023

The content is developed from sources believed to be providing accurate information. STZ) Source: Zacks, September 29, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The information being provided is strictly as a courtesy.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

MARCH 11, 2024

The content is developed from sources believed to be providing accurate information. GETY) Source: Zacks, March 2, 2024 Companies mentioned are for informational purposes only. Please consult your financial professional for additional information. The information in this material is not intended as tax or legal advice.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

FEBRUARY 12, 2024

The content is developed from sources believed to be providing accurate information. AMAT), Deere & Company (DE) Source: Zacks, February 8, 2024 Companies mentioned are for informational purposes only. This tax tip is for informational purposes only and is not a replacement for real-life advice.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

In his post-announcement press conference, Fed Chair Powell remarked the inflation battle would continue, and upcoming economic data would inform the FOMC’s future rate hike decision. The content is developed from sources believed to be providing accurate information. The FOMC meets again on October 31-November 1, and in December.)

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 9, 2023

The content is developed from sources believed to be providing accurate information. BLK) Source: Zacks, October 6, 2023 Companies mentioned are for informational purposes only. Gathering as much information as possible will help because the estimator will only be as accurate as the information you enter.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 4, 2024

The content is developed from sources believed to be providing accurate information. KR) Source: Zacks, February 27, 2024 Companies mentioned are for informational purposes only. Please consult your financial professional for additional information. The information in this material is not intended as tax or legal advice.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

JANUARY 8, 2024

The content is developed from sources believed to be providing accurate information. Incorrect bank account information: If you opt to receive your refund via direct deposit, provide the correct bank account information. This information is not intended to substitute for specific individualized tax advice.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

NOVEMBER 6, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, November 3, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The forecasts also are subject to revision.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 18, 2023

The content is developed from sources believed to be providing accurate information. NKE) Source: Zacks, December 15, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The forecasts also are subject to revision.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 31, 2022

The content is developed from sources believed to be providing accurate information. Source: Zacks, October 28, 2022 Companies mentioned are for informational purposes only. This information is not intended to be a substitute for specific individualized tax advice. The forecasts also are subject to revision. Get tax help.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

The content is developed from sources believed to be providing accurate information. KR) Source: Zacks, September 1, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The forecasts also are subject to revision.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

The content is developed from sources believed to be providing accurate information. DELL) Source: Zacks, November 24, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The forecasts also are subject to revision.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

AUGUST 7, 2023

The content is developed from sources believed to be providing accurate information. OKE) Wednesday: The Walt Disney Company (DIS) Source: Zacks, August 4, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. UPS), ONEOK, Inc.

Marketing 98

Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

OCTOBER 16, 2023

The content is developed from sources believed to be providing accurate information. FCX) Friday: SLB (SLB), American Express Company (AXP) Source: Zacks, October 13, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 13, 2023

The content is developed from sources believed to be providing accurate information. NTES) Source: Zacks, November 10, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The forecasts also are subject to revision.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 30, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, October 27, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The forecasts also are subject to revision.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 20, 2023

The content is developed from sources believed to be providing accurate information. ADI) Wednesday: Deere & Company (DE) Source: Zacks, November 17, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. LOW), Analog Devices, Inc.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 4, 2023

The content is developed from sources believed to be providing accurate information. AVGO), Dollar General Corporation (DG) Source: Zacks, December 1, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. AZO), MongoDB, Inc.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JULY 10, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, July 7 , 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. Please consult your financial professional for additional information.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

AUGUST 1, 2022

The content is developed from sources believed to be providing accurate information. Source: Zacks, July 29, 2022 Companies mentioned are for informational purposes only. This information is not intended to be a substitute for specific, individualized tax advice. The forecasts also are subject to revision.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

SEPTEMBER 9, 2024

The content is developed from sources believed to be providing accurate information. ADBE) Source: Zacks, September 6, 2024 Companies mentioned are for informational purposes only. This information is not a substitute for individualized tax advice. Please consult your financial professional for additional information.

Marketing 90

Marketing Marketing Economics Taxes 90

Nationwide Financial

NOVEMBER 29, 2022

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Obtain a Valuation.

Financial Advisor 52

Financial Advisor Planning Valuation Communication 52

Trade Brains

NOVEMBER 26, 2023

CAMSfinserv: It is an RBI Licensed account aggregator that streamlines the sharing of asset information online between Financial Information Users (FIUs) and Financial Information Providers (FIPs). This is due to the asset-light nature and high growth prospects of their business, which leads to higher valuations.

Recruitment 102

Recruitment Startup Engineering Education 102

The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. And so it’s, it’s sort of managing that, all of those different constituents with communication.

Valuation 162

Valuation Clients Investing Investments 162

Cornerstone Financial Advisory

DECEMBER 11, 2023

The content is developed from sources believed to be providing accurate information. ADBE) Thursday: Costco Wholesale Corporation (COST) Friday: Lennar Corporation (LEN) Source: Zacks, December 8, 2023 Companies mentioned are for informational purposes only. Please consult your financial professional for additional information.

Marketing 98

Marketing Marketing Taxes Economics 98

Brown Advisory

MARCH 1, 2016

Less than two years later, Palo Alto Networks purchased the company for $200 million—a more than 25-fold surge in valuation. In November 2015, Square, a San Francisco-based creator of mobile payment technology, went public at $9 per share and immediately rocketed 45% to a valuation of more than $4 billion. million pre-money valuation.

Valuation 52

Valuation Clients Investments Investing 52

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. The content is developed from sources believed to be providing accurate information. Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ),

Marketing 59

Marketing Marketing Taxes Economics 59

Darrow Wealth Management

JULY 25, 2022

Particularly for employees of companies that IPO’d last year, valuations have fallen significantly. If the company was trading at an inflated price due to market conditions at the time, then it’s going to be much harder to justify that valuation when exuberance wanes. Single stocks vs the market.

Marketing 85

Marketing Marketing Valuation Risk Tolerance 85

Good Financial Cents

DECEMBER 14, 2022

Because much of an advisor’s job revolves around talking to clients and seeking new investment opportunities, excellent communication skills are essential in this role. Information Technology Auditor. Information technology auditors ensure that financial institutions have adequate controls to protect their information assets.

Budgeting 88

Budgeting Compliance Accounting Insurance 88