Cornerstone Financial Advisory

NOVEMBER 25, 2024

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. The market indexes discussed are unmanaged, and generally, considered representative of their respective markets.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. stock market.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Manage your blood pressure: Make sure to get your blood pressure checked regularly. Last week’s riddle: If a single-engine airplane taxied not onto a runway but onto an enormous conveyor belt whose speed precisely equaled that of the plane in the opposite direction, could the plane still manage to take off? Answer: Yes, eventually.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 31, 2022

Tuesday: Institute for Supply Management (ISM) Manufacturing Index. Institute for Supply Management (ISM) Services Index. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 23, 2023

6,7 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI). Lastly, it’s important to remember to pay the correct taxes on this income throughout the year to manage owing additional taxes when you file. Divide large projects into manageable steps. Indexes do not incur management fees, costs, and expenses.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 28, 2024

This Week: Companies Reporting Earnings Monday: Waste Management, Inc. (WM) Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. WM) Tuesday: Alphabet Inc. stock market.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 16, 2024

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. The market indexes discussed are unmanaged, and generally, considered representative of their respective markets.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 30, 2023

Institute for Supply Managers’ (ISM) Manufacturing Index. Institute for Supply Managers’ (ISM) Services Index. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

AUGUST 1, 2022

Monday: Institute for Supply Management (ISM) Manufacturing Index. Institute for Supply Management (ISM) Services Index. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. a Registered Investment Advisor.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Some taxpayers may itemize their deductions to manage their adjusted gross income. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. a Registered Investment Advisor.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Wednesday: Institute for Supply Management (ISM) Services Index. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 18, 2024

For the past couple of years, inflation has been the focus of the Fed’s efforts to manage rising prices by tightening the money supply. Confident consumers tend to spend money, which may take some pressure off the Fed as it looks to manage economic activity. Indexes do not incur management fees, costs, and expenses.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

OCTOBER 9, 2023

The Internal Revenue Service (IRS) has a handy tool called the Tax Withholding Estimator, which can help you manage having too much or too little tax withheld from your wages. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Friday: Institute for Supply Management (ISM) Manufacturing Index. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 12, 2024

ANET), Waste Management, Inc. (WM) Tip adapted from Fast Company 7 If a single-engine airplane taxied not onto a runway but onto an enormous conveyor belt whose speed precisely equaled that of the plane in the opposite direction, could the plane still manage to take off? Last week’s riddle: Two men played five games of chess in the park.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 4, 2024

This Week: Companies Reporting Earnings Monday: Vertex Pharmaceuticals Incorporated (VRTX) Tuesday: Apollo Global Management Inc. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. The forecasts also are subject to revision.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Friday: Purchasing Managers’ Index Composite Flash. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. a Registered Investment Advisor. FOMC Minutes.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 4, 2023

Tuesday: Institute for Supply Management (ISM) Services Index. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JULY 10, 2023

Lastly, aloe vera might also help lower blood sugar levels by enhancing insulin sensitivity and improving blood sugar management. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 29, 2024

Here are some things to consider when working together: You should establish whether you have a partnership business (in which both spouses have an equal say in business affairs, services, and capital) or an employee/employer relationship (with one spouse substantially controlling management decisions). a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

JANUARY 2, 2024

6 This Week: Key Economic Data Wednesday: Institute for Supply Management (ISM) Manufacturing Index. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Jobless Claims.

Taxes 104

Taxes Investment Advisor Numbers Investments 104

Cornerstone Financial Advisory

MARCH 11, 2024

Producing more goods or services with fewer resources helps the economy grow while managing inflation risks. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 26, 2023

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Taxes 105

Taxes Investment Advisor Sales Investing 105

Cornerstone Financial Advisory

DECEMBER 18, 2023

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 105

Marketing Marketing Taxes Economics 105

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years.

Valuation 130

Valuation Investing Investments Assets 130

Cornerstone Financial Advisory

AUGUST 7, 2023

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 98

Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

DECEMBER 11, 2023

Purchasing Managers’ Index (PMI) Composite Flash. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. a Registered Investment Advisor. FOMC Announcement.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

JANUARY 16, 2024

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

NOVEMBER 13, 2023

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 25, 2024

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

MARCH 4, 2024

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

OCTOBER 16, 2023

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 9, 2024

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 90

Marketing Marketing Economics Taxes 90

Cornerstone Financial Advisory

JANUARY 8, 2024

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 98

Marketing Marketing Taxes Economics 98