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

NOVEMBER 4, 2024

The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The forecasts also are subject to revision.

Marketing 52

Marketing Marketing Taxes Economics 52

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. PNC), BlackRock, Inc.

Marketing 105

Marketing Marketing Taxes Economics 105

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 105

Marketing Marketing Taxes Economics 105

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. D), EOG Resources, Inc.

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 105

Marketing Marketing Taxes Economics 105

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 111

Marketing Marketing Taxes Economics 111

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. .

Taxes 104

Taxes Investment Advisor Numbers Investments 104

Cornerstone Financial Advisory

NOVEMBER 18, 2024

The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. Some letters need a response or action item, while some are to keep you informed. Please consult your financial professional for additional information.

Marketing 52

Marketing Marketing Economics Taxes 52

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

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 23, 2023

The content is developed from sources believed to be providing accurate information. ABBV), Exxon Mobil Corporation (XOM), Chevron Corporation (CVX), Colgate-Palmolive Company (CL) Source: Zacks, October 20, 2023 Companies mentioned are for informational purposes only. The forecasts also are subject to revision.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 2, 2024

The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. .” The forecasts also are subject to revision.

Marketing 52

Marketing Marketing Economics Taxes 52

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 105

Marketing Marketing Taxes Economics 105

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 105

Marketing Marketing Taxes Economics 105

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

FEBRUARY 5, 2024

The content is developed from sources believed to be providing accurate information. PEP) Source: Zacks, February 2, 2024 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 104

Marketing Marketing Taxes Economics 104

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

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Tip adapted from IRS.gov 7.

Marketing 104

Marketing Marketing Taxes Economics 104

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 103

Marketing Marketing Insurance Taxes 103

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. .”

Marketing 90

Marketing Marketing Economics Taxes 90

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 105

Marketing Marketing Economics Taxes 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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. This information is not intended to substitute for specific individualized tax advice.

Marketing 98

Marketing Marketing Taxes Economics 98

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

Cornerstone Financial Advisory

DECEMBER 9, 2024

The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The forecasts also are subject to revision.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 30, 2024

The content is developed from sources believed to be providing accurate information. 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. GBX) Source: Zacks, December 27 , 2024.

Marketing 52

Marketing Marketing Taxes Economics 52

James Hendries

AUGUST 23, 2022

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy. Click here to download a PDF of this report.

Marketing 98

Marketing Marketing Sales Economy 98

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. The content is developed from sources believed to be providing accurate information. Presented by Cornerstone Financial Advisory, LLC.

Marketing 59

Marketing Marketing Taxes Economics 59