Cornerstone Financial Advisory

MAY 21, 2024

Taxpayers must report any income earned from hobbies, even if it does not involve a licensed business. 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.

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Marketing Marketing Taxes Economics 52

James Hendries

MARCH 13, 2023

Maintaining Recommended Equity Allocations Despite Latest Developments A tough environment for asset allocators just got tougher with the events of the past few days. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

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Assets Marketing Marketing Asset Allocation 52

James Hendries

AUGUST 3, 2022

However, in the event of a recession, something more like $200 to $210 is possible. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

Marketing 98

Marketing Marketing Economy Valuation 98

James Hendries

OCTOBER 18, 2022

Looking ahead, although an eventual Federal Reserve pause (likely a Q1 2023 event) and a lower 10-year Treasury yield (3.5% Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Economics 52

ClearMoney

FEBRUARY 21, 2022

Recent conflict between Russia and Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Navigating geopolitical events requires expertise and flexibility. Geopolitical events like military or economic conflicts can affect stock markets in many ways. The Value of Flexibility.

Commission 52

Commission Portfolio Government Distribution 52

Tucker Advisors

AUGUST 9, 2021

Domingos – While many investment advisors and insurance agents truly have the best interests of their clients at heart, unfortunately, there have been the Bernie Madoffs of the world that have heightened the regulatory environment. We provide the classes and we pay for many of the costs associated with obtaining the Series 65 license.

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Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.

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CFP Financial Advisor Financial Planner Ethics 59

ClearMoney

MARCH 1, 2022

Index construction rules are often designed to accommodate the mutual funds and exchange-traded funds (ETFs) tracking the indexes, reducing index turnover, for example, by limiting the number of rebalancing events and imposing thresholds on security weight changes. Dimensional Japan Ltd., and Dimensional Hong Kong Limited.

Commission 52

Commission Distribution Asset Allocation Investing 52

ClearMoney

DECEMBER 14, 2021

6 This is a key advantage over indexed approaches, which typically rebalance infrequently during arbitrarily prescribed events, such as index reconstitutions. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Robert Novy-Marx provides consulting services to Dimensional Fund Advisors LP.

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Investing Investments Commission Distribution 52

Good Financial Cents

APRIL 19, 2023

Invest in a Business Generate Passive Income With Time Investment (Effort Level: 3-5) 8. License Your Music 13. The data is pretty good; however, the average person like you and I should make passive income investments through ETFs, a mutual fund, or index funds with low fees. One solution would be to license your music.

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Accounting Investing Investments Media 105

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 159

Compliance Clients Wealth Management Management 159

James Hendries

FEBRUARY 27, 2023

Even in the very unlikely event that Congress fails to raise the debt ceiling, the political and economic fallout would potentially be so swift that we would expect it to be raised in days rather than weeks or months, making the question of whether debt payments could be prioritized a moot point.

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Marketing Marketing Government Economy 52